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Zeller Kern Private Wealth
Location
11335 Gold Express Dr,
Sacramento, CA, 95670-4491,
United States
Website
https://www.zellerkern.com/
Phone
1 916-436-8270
Artw industry
Professional Services
Employee
Revenue

Zeller Kern Private Wealth Technographics

Zeller Kern Private Wealth Software Purchases and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Zeller Kern Private Wealth and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 10 Zeller Kern Private Wealth employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that Zeller Kern Private Wealth has purchased the following applications: Microsoft Azure Cloud Services for Application Hosting and Computing Services in 2021, DocuSign eSignature for Digital Signing in 2022, eMoney Advisor for Portfolio and Investment Performance and Planning, Asset and Wealth Management in 2012 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems Zeller Kern Private Wealth is running and its propensity to invest more and deepen its relationship with Microsoft , Rackspace Technology , Amazon Web Services (AWS) 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 Zeller Kern Private Wealth 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 Zeller Kern Private Wealth 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.

Zeller Kern Private Wealth Data, Technology Stack, and Enterprise Applications
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft Azure Cloud Services Application Hosting and Computing Services IaaS n/a 2021 2021
Application Hosting and Computing Services IaaS 2017 2017
Application Hosting and Computing Services IaaS 2021 2021
Content Delivery Network IaaS 2021 2021
Content Delivery Network IaaS 2021 2021
Content Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
DocuSign Legacy DocuSign eSignature Digital Signing Content Management n/a 2022 2022
Investment Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
eMoney Advisor Legacy eMoney Advisor Portfolio and Investment Performance and Planning, Asset and Wealth Management Investment Management n/a 2012 2012
CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Secure Email Gateways (SEGs) CyberSecurity 2014 2014
CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Tag Management CRM 2021 2021
PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Transactional Email PaaS 2023 2023
IT Decision Makers and Key Stakeholders at Zeller Kern Private Wealth
First Name Last Name Title Function Department Email Phone
No data found
Show All Contacts
Apps Being Evaluated by Zeller Kern Private Wealth Executives
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Zeller Kern Private Wealth Technographics

Zeller Kern Private Wealth is a Professional Services organization based in United States, with around 10 employees and annual revenues of $1.0 million.

Zeller Kern Private Wealth operates a diverse technology stack with applications such as Microsoft Azure Cloud Services, DocuSign eSignature and eMoney Advisor, covering areas like Application Hosting and Computing Services, Digital Signing and Portfolio and Investment Performance and Planning, Asset and Wealth Management.

Zeller Kern Private Wealth has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Microsoft, DocuSign and eMoney Advisor.

Zeller Kern Private Wealth recently adopted applications including SparkPost in 2023, DocuSign eSignature in 2022 and Microsoft Azure Cloud Services in 2021, highlighting its ongoing modernization strategy.

APPS RUN THE WORLD maintains an up-to-date database of Zeller Kern Private Wealth’s key decision makers and IT executives, available to Premium subscribers.

Our research team continuously updates Zeller Kern Private Wealth’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 Zeller Kern Private Wealth technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.