AI Buyer Insights:

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

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 Technographics, Software Purchases, AI 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: Chatlio for Chatbots and Conversational AI in 2018, Microsoft 365 for Collaboration in 2020, Joomla 3.9 for Web Content Management in 2013 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 Chatlio , Microsoft , Salesforce 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 Tech Stack and Enterprise Applications

AI-Powered Application
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Chatlio Legacy Chatlio Chatbots and Conversational AI AI-Powered Application n/a 2018 2018
Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2020 2020
Collaboration Collaboration 2022 2022
Content Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Joomla Legacy Joomla 3.9 Web Content Management Content Management n/a 2013 2013
Web Content Management Content Management 2016 2016
CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
CRM CRM 2016 2016
Customer Experience CRM 2015 2015
Tag Management CRM 2021 2021
Investment Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
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
TRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
AML, Fraud and Compliance TRM 2018 2018
PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Apps Development PaaS 2018 2018
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 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
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Security (AppSec) CyberSecurity 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

IT Decision Makers and Key Stakeholders at Willow Creek Wealth Management

First Name Last Name Title Function Department Email Phone
No data found
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Apps Being Evaluated by Willow Creek Wealth Management Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Willow Creek Wealth Management IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Willow Creek Wealth Management digital transformation priorities and AI adoption trends.
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 Chatlio, Microsoft 365 and Joomla 3.9, covering areas like Chatbots and Conversational AI, Collaboration and Web Content Management.
Willow Creek Wealth Management has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Chatlio, Microsoft and Joomla.
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.