Whelan Financial
Location
7700 N Palm Avenue Suite 201,
Fresno, 93711, CA,
United States
Website
https://www.whelanfinancial.com/
Phone
1 559-228-8002
Artw industry
Banking and Financial Services
Employee
Revenue

Whelan Financial Technographics

Whelan Financial Software Purchases and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Whelan Financial and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 15 Whelan Financial employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that Whelan Financial has purchased the following applications: YCharts Platform for Investment Research and Market Intelligence in 2019 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems Whelan Financial is running and its propensity to invest more and deepen its relationship with YCharts or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.

We have been analyzing Whelan Financial revenues, which have grown to $4.0 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for Whelan Financial intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.

Whelan Financial Data, Technology Stack, and Enterprise Applications
Investment Management
Vendor
Old Product
New Product
Category
Market
VAR/SI
When
Live
YCharts Legacy YCharts Platform Investment Research and Market Intelligence Investment Management n/a 2019 2019
IT Decision Makers and Key Stakeholders at Whelan Financial
First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by Whelan Financial Executives
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FAQ - APPS RUN THE WORLD Whelan Financial Technographics

Whelan Financial is a Banking and Financial Services organization based in United States, with around 15 employees and annual revenues of $4.0 million.

Whelan Financial operates a diverse technology stack with applications such as YCharts Platform, covering areas like Investment Research and Market Intelligence.

Whelan Financial has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as YCharts.

Whelan Financial recently adopted applications including YCharts Platform in 2019, highlighting its ongoing modernization strategy.

APPS RUN THE WORLD maintains an up-to-date database of Whelan Financial’s key decision makers and IT executives, available to Premium subscribers.

Our research team continuously updates Whelan Financial’s profile with verified software purchases, vendor relationships, and digital initiatives identified from public and proprietary sources.

Subscribe to APPS RUN THE WORLD to access the complete Whelan Financial technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.