AI Buyer Insights:

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Michelin, an e2open customer evaluated Oracle Transportation Management

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Michelin, an e2open customer evaluated Oracle Transportation Management

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

WorthFM Tech Stack and Enterprise Applications

Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
GoDaddy Legacy GoDaddy Webmail Collaboration Collaboration n/a 2015 2015
Collaboration Collaboration 2016 2016
CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Twilio Legacy Twilio Segment Customer Data Platform CRM n/a 2016 2016
Customer Support CRM 2016 2016
Marketing Analytics CRM 2015 2015
Marketing Automation CRM 2016 2016
Marketing Automation CRM 2016 2016
Tag Management CRM 2016 2016
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.
PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Apps Development PaaS 2015 2015
Apps Development PaaS 2017 2017
Apps Development PaaS 2019 2019
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2015 2015
Application Hosting and Computing Services IaaS 2017 2017
Application Hosting and Computing Services IaaS 2017 2017
Content Delivery Network IaaS 2015 2015
Domain Name System (DNS) IaaS 2015 2015
Domain Name System (DNS) IaaS 2016 2016
CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Secure Sockets Layer (SSL) CyberSecurity 2019 2019
Secure Sockets Layer (SSL) CyberSecurity 2020 2020

IT Decision Makers and Key Stakeholders at WorthFM

First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by WorthFM Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from WorthFM IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the WorthFM digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD WorthFM Technographics
WorthFM is a Banking and Financial Services organization based in United States, with around 10 employees and annual revenues of $1.0 million.
WorthFM operates a diverse technology stack with applications such as GoDaddy Webmail, Twilio Segment and AdvisorEngine Portfolio Management, covering areas like Collaboration, Customer Data Platform and Portfolio and Investment Management.
WorthFM has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as GoDaddy, Twilio and AdvisorEngine.
WorthFM recently adopted applications including Cloudflare SSL in 2020, React in 2019 and Sectigo SSL in 2019, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of WorthFM’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates WorthFM’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 WorthFM technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.