WisdomTree Investments
250 West 34th Street 3rd Floor,
New York, 10119, NY,
United States
New York, 10119, NY,
United States
1 866-909-9473
Banking and Financial Services
WisdomTree Investments Technographics
WisdomTree Investments Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by WisdomTree Investments and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 360 WisdomTree Investments employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that WisdomTree Investments has purchased the following applications: Sage Intacct for ERP Financial in 2025, Stellar Blockchain for Blockchain Platform in 2022, Microsoft 365 for Collaboration in 2016 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems WisdomTree Investments is running and its propensity to invest more and deepen its relationship with Sage , Stellar Development Foundation , Microsoft 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 WisdomTree Investments revenues, which have grown to $439.0 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 WisdomTree Investments 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.
WisdomTree Investments Tech Stack and Enterprise Applications
WisdomTree Investments ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Sage | Legacy | Sage Intacct | ERP Financial | ERP | n/a | 2025 | 2025 |
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WisdomTree Investments Blockchain
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Stellar Development Foundation | Legacy | Stellar Blockchain | Blockchain Platform | Blockchain | n/a | 2022 | 2022 |
In 2022, WisdomTree implemented Stellar Blockchain as a core component of a Blockchain Platform initiative to unify fiat and tokenized investment products. The deployment supports WisdomTree Prime and is built on the Stellar network operated by the Stellar Development Foundation, enabling retail customers to transact digital assets alongside traditional funds in a single application.
The implementation focused on tokenization and asset issuance capabilities, with WisdomTree issuing 13 digital funds and a Gold token on Stellar Blockchain. Configuration leveraged Stellar native asset controls and the Stellar Regulated Assets standard to require issuer approval for transactions, and the tokenization workflow follows a four-step process on the network that does not require smart contracts.
Operational integrations explicitly include DTCC Digital Assets and Fireblocks, which WisdomTree used to tokenize funds and to manage institutional custody and issuance workflows. The platform connects to a broader Stellar ecosystem of on and off-ramps and digital wallets to enable near-instant conversion between tokenized assets and fiat, and it consolidates payments, savings, and investment flows for retail users in the United States.
Governance and operational benefits were articulated through the use of asset controls for regulatory compliance, distribution channels via the Stellar ecosystem for broader availability, and blockchain immutability for secure and auditable transfers. Consumer-facing outcomes described include seamless on and off-ramps, a unified investor experience without mandatory off-ramping, and ownership mechanics for the Gold token that reflect a 1 to 1 backing with physical gold stored in a secure vault.
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WisdomTree Investments Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2016 | 2016 |
In 2016, WisdomTree deployed Microsoft 365 as its Collaboration platform. The implementation is reflected on the corporate website, where Microsoft 365 services are used to enable external content publishing and internal collaboration workflows.
The Microsoft 365 deployment centers on core Collaboration capabilities, including hosted email and calendaring, document libraries and content management, file sync and sharing, and real-time team communication and meetings. The configuration aligns with a tenant-based cloud architecture and leverages Office productivity applications alongside SharePoint Online, OneDrive for Business, Exchange Online, and Microsoft Teams as the primary collaboration components.
Operational coverage emphasizes corporate business functions such as marketing, communications, compliance, and IT, where Microsoft 365 supports content workflows, access controls, and knowledge management. Governance practices are oriented toward identity and access management, information classification, and content lifecycle policies to meet financial services requirements. WisdomTree Microsoft 365 Collaboration supports corporate email, document management, and team collaboration across business functions.
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WisdomTree Investments Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Digital Signing | Content Management |
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2018 | 2018 |
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Web Content Management | Content Management |
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2016 | 2016 |
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WisdomTree Investments CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Customer Experience | CRM |
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2020 | 2020 |
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Digital Advertising Platform | CRM |
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2013 | 2013 |
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Marketing Analytics | CRM |
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2020 | 2020 |
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Marketing Automation | CRM |
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2008 | 2008 |
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Marketing Automation | CRM |
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2022 | 2022 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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WisdomTree Investments ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application Performance Management | ITSM |
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2016 | 2016 |
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Application Performance Management | ITSM |
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2019 | 2019 |
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IT Service Management | ITSM |
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2016 | 2016 |
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IT Service Management | ITSM |
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2018 | 2018 |
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WisdomTree Investments Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Portfolio and Investment Management | Investment Management |
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2017 | 2017 |
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WisdomTree Investments IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application Hosting and Computing Services | IaaS |
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2015 | 2015 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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WisdomTree Investments CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
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Identity and Access Management (IAM) | CyberSecurity |
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2021 | 2021 |
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Web Application Firewalls (WAF) | CyberSecurity |
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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at WisdomTree Investments
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
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Director, Corporate Accounting and Controller | Director | Finance | |
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Director of Operations, Digital Assets | Director | Operations | |
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Head of Business Development, Digital Assets | Director | Sales | |
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Associate Director Operations | Director | Operations | |
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Apps Being Evaluated by WisdomTree Investments Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from WisdomTree Investments IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the WisdomTree Investments digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||
FAQ - APPS RUN THE WORLD WisdomTree Investments Technographics
WisdomTree Investments is a Banking and Financial Services organization based in United States,
with around 360 employees and annual revenues of $439.0 million.
WisdomTree Investments operates a diverse technology stack with applications such as
Sage Intacct, Stellar Blockchain and Microsoft 365,
covering areas like ERP Financial, Blockchain Platform and Collaboration.
WisdomTree Investments has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Sage, Stellar Development Foundation and Microsoft.
WisdomTree Investments recently adopted applications including
Sage Intacct in 2025, Stellar Blockchain in 2022 and Salesforce Marketing Cloud in 2022,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of WisdomTree Investments’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates WisdomTree Investments’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 WisdomTree Investments technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.