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Willow Creek Wealth Management
Location
825 Highway 116 North, Suite 5,
Sebastopol, 95472, CA,
United States
Website
https://www.willowcreekwealth.com/
Phone
1 707-829-1146
Artw industry
Banking and Financial Services
Employee
Revenue

Willow Creek Wealth Management Technographics

Willow Creek Wealth Management Software Purchases and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Willow Creek 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 20 Willow Creek 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 Willow Creek Wealth Management has purchased the following applications: Castle for AML, Fraud and Compliance in 2018, IONOS Cloud for Application Hosting and Computing Services in 2013, reCAPTCHA for Application Security (AppSec) in 2020 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems Willow Creek Wealth Management is running and its propensity to invest more and deepen its relationship with Castle Intelligence , IONOS , DreamHost 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 Willow Creek Wealth Management revenues, which have grown to $12.0 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 Willow Creek 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.

Willow Creek Wealth Management Data, Technology Stack, and Enterprise Applications
TRM
Vendor
Old Product
New Product
Category
Market
VAR/SI
When
Live
Castle Intelligence Legacy Castle AML, Fraud and Compliance TRM n/a 2018 2018
IaaS
Vendor
Old Product
New Product
Category
Market
VAR/SI
When
Live
IONOS Legacy IONOS Cloud Application Hosting and Computing Services IaaS n/a 2013 2013
Application Hosting and Computing Services IaaS 2016 2016
Application Hosting and Computing Services IaaS 2016 2016
Application Hosting and Computing Services IaaS 2017 2017
Application Hosting and Computing Services IaaS 2017 2017
Application Hosting and Computing Services IaaS 2020 2020
Content Delivery Network IaaS 2016 2016
Content Delivery Network IaaS 2025 2025
Domain Name System (DNS) IaaS 2024 2024
CyberSecurity
Vendor
Old Product
New Product
Category
Market
VAR/SI
When
Live
Google Legacy reCAPTCHA Application Security (AppSec) CyberSecurity n/a 2020 2020
Identity and Access Management (IAM) CyberSecurity 2021 2021
Secure Email Gateways (SEGs), Archive as a Service (AaaS) CyberSecurity 2013 2013
Secure Sockets Layer (SSL) CyberSecurity 2016 2016
PaaS
Vendor
Old Product
New Product
Category
Market
VAR/SI
When
Live
Apps Development PaaS 2018 2018
AI-Powered Application
Vendor
Old Product
New Product
Category
Market
VAR/SI
When
Live
Chatbots and Conversational AI AI-Powered Application 2018 2018
Collaboration
Vendor
Old Product
New Product
Category
Market
VAR/SI
When
Live
Collaboration Collaboration 2020 2020
Collaboration Collaboration 2022 2022
CRM
Vendor
Old Product
New Product
Category
Market
VAR/SI
When
Live
CRM CRM 2016 2016
Customer Experience CRM 2015 2015
Tag Management CRM 2021 2021
Investment Management
Vendor
Old Product
New Product
Category
Market
VAR/SI
When
Live
Investor Onboarding Investment Management 2021 2021
Portfolio and Investment Management Investment Management 2022 2022
Portfolio and Investment Performance and Planning Investment Management 2015 2015
Portfolio and Investment Performance and Planning Investment Management 2015 2015
Content Management
Vendor
Old Product
New Product
Category
Market
VAR/SI
When
Live
Web Content Management Content Management 2013 2013
Web Content Management Content Management 2016 2016
IT Decision Makers and Key Stakeholders at Willow Creek Wealth Management
First Name Last Name Title Function Department Email Phone
No data found
Show All Contacts
Apps Being Evaluated by Willow Creek Wealth Management Executives
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Willow Creek Wealth Management Technographics

Willow Creek Wealth Management is a Banking and Financial Services organization based in United States, with around 20 employees and annual revenues of $12.0 million.

Willow Creek Wealth Management operates a diverse technology stack with applications such as Castle, IONOS Cloud and reCAPTCHA, covering areas like AML, Fraud and Compliance, Application Hosting and Computing Services and Application Security (AppSec).

Willow Creek Wealth Management has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Castle Intelligence, IONOS and Google.

Willow Creek Wealth Management recently adopted applications including Cloudflare CDN in 2025, Cloudflare DNS in 2024 and Slack Connect in 2022, highlighting its ongoing modernization strategy.

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

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