AI Buyer Insights:

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● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

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

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

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

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

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

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

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

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

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: AdvisorEngine CRM for Customer Experience in 2015, AdvisorEngine Digital Onboarding for Investor Onboarding in 2021 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 AdvisorEngine 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
CRM
Vendor
Old Product
New Product
Category
Market
VAR/SI
When
Live
AdvisorEngine Legacy AdvisorEngine CRM Customer Experience CRM n/a 2015 2015
Investment Management
Vendor
Old Product
New Product
Category
Market
VAR/SI
When
Live
AdvisorEngine Legacy AdvisorEngine Digital Onboarding Investor Onboarding Investment Management n/a 2021 2021
Portfolio and Investment Performance and Planning Investment Management 2015 2015
Portfolio and Investment Performance and Planning Investment Management 2015 2015
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 AdvisorEngine CRM and AdvisorEngine Digital Onboarding, covering areas like Customer Experience and Investor Onboarding.

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

Willow Creek Wealth Management recently adopted applications including AdvisorEngine Digital Onboarding in 2021, AdvisorEngine CRM in 2015 and AdvisorEngine Goals-based Planning in 2015, 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.