Philadelphia, 19118, PA,
United States
WorthFM Technographics
WorthFM Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by WorthFM and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 10 WorthFM employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that WorthFM has purchased the following applications: GoDaddy Webmail for Collaboration in 2015, Twilio Segment for Customer Data Platform in 2016, AdvisorEngine Portfolio Management for Portfolio and Investment Management 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 WorthFM is running and its propensity to invest more and deepen its relationship with GoDaddy , Google , Twilio 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 WorthFM 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 WorthFM 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.
WorthFM Tech Stack and Enterprise Applications
Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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| GoDaddy | Legacy | GoDaddy Webmail | Collaboration | Collaboration | n/a | 2015 | 2015 |
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Collaboration | Collaboration |
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2016 | 2016 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Twilio | Legacy | Twilio Segment | Customer Data Platform | CRM | n/a | 2016 | 2016 |
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Customer Support | CRM |
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2016 | 2016 |
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Marketing Analytics | CRM |
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2015 | 2015 |
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Marketing Automation | CRM |
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2016 | 2016 |
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Marketing Automation | CRM |
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2016 | 2016 |
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Tag Management | CRM |
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2016 | 2016 |
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Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| AdvisorEngine | Legacy | AdvisorEngine Portfolio Management | Portfolio and Investment Management | Investment Management | n/a | 2016 | 2016 |
In 2016, WorthFM implemented AdvisorEngine Portfolio Management in the Portfolio and Investment Management category. WorthFM selected Vanare | NestEgg, an earlier incarnation of the AdvisorEngine platform, to deliver a white labeled online investment platform targeted at women in the United States.
The implementation focused on portfolio implementation capabilities and a client facing digital experience, with configuration aligned to advisor driven portfolio management workflows. AdvisorEngine Portfolio Management was used to provide client onboarding flows, portfolio construction and implementation, and client reporting capabilities consistent with portfolio and investment management solutions.
Operational scope was concentrated on WorthFM's U.S. client base and advisor teams serving women investors, with the platform presented as a white labeled client portal. This engagement is an earlier product win under the Vanare | NestEgg name and maps to the current AdvisorEngine Portfolio Management lineage based on historical product continuity.
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PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Apps Development | PaaS |
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2015 | 2015 |
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Apps Development | PaaS |
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2017 | 2017 |
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Apps Development | PaaS |
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2019 | 2019 |
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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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Application Hosting and Computing Services | IaaS |
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2017 | 2017 |
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Application Hosting and Computing Services | IaaS |
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2017 | 2017 |
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Content Delivery Network | IaaS |
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2015 | 2015 |
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Domain Name System (DNS) | IaaS |
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2015 | 2015 |
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Domain Name System (DNS) | IaaS |
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2016 | 2016 |
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CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Secure Sockets Layer (SSL) | CyberSecurity |
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2019 | 2019 |
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Secure Sockets Layer (SSL) | CyberSecurity |
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2020 | 2020 |
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IT Decision Makers and Key Stakeholders at WorthFM
| First Name | Last Name | Title | Function | Department | Phone | |
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| No data found | ||||||
Apps Being Evaluated by WorthFM Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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| No data found | ||||||