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Whole Wealth Management
Location
200 Marcy St,
Portsmouth, 03801, NH,
United States
Website
https://www.wholewealthmanagement.com/
Phone
1 603-766-8707
Artw industry
Professional Services
Employee
Revenue

Whole Wealth Management Technographics

Whole Wealth Management Software Purchases and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Whole Wealth Management and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 10 Whole Wealth Management employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that Whole Wealth Management has purchased the following applications: Microsoft Azure Cloud Services for Application Hosting and Computing Services in 2021, Sentry for Application Performance Management in 2023, DocuSign eSignature for Digital Signing in 2022 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems Whole Wealth Management is running and its propensity to invest more and deepen its relationship with Microsoft , Functional Software , DocuSign 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 Whole Wealth Management revenues, which have grown to $1.0 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 Whole Wealth Management 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.

Whole Wealth Management Data, Technology Stack, and Enterprise Applications
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft Azure Cloud Services Application Hosting and Computing Services IaaS n/a 2021 2021
ITSM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Functional Software Legacy Sentry Application Performance Management ITSM n/a 2023 2023
Content Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
DocuSign Legacy DocuSign eSignature Digital Signing Content Management n/a 2022 2022
CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Identity and Access Management (IAM) CyberSecurity 2023 2023
Secure Email Gateways (SEGs) CyberSecurity 2015 2015
PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Transactional Email PaaS 2023 2023
IT Decision Makers and Key Stakeholders at Whole Wealth Management
First Name Last Name Title Function Department Email Phone
No data found
Show All Contacts
Apps Being Evaluated by Whole Wealth Management Executives
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Whole Wealth Management Technographics

Whole Wealth Management is a Professional Services organization based in United States, with around 10 employees and annual revenues of $1.0 million.

Whole Wealth Management operates a diverse technology stack with applications such as Microsoft Azure Cloud Services, Sentry and DocuSign eSignature, covering areas like Application Hosting and Computing Services, Application Performance Management and Digital Signing.

Whole Wealth Management has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Microsoft, Functional Software and DocuSign.

Whole Wealth Management recently adopted applications including Sentry in 2023, Microsoft Entra ID (formerly Azure Active Directory) in 2023 and SparkPost in 2023, highlighting its ongoing modernization strategy.

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

Our research team continuously updates Whole Wealth Management’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 Whole Wealth Management technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.