Zevenbergen Capital Investments
601 Union Street, Suite 4600,
Seattle, 98101, WA,
United States
Seattle, 98101, WA,
United States
1 206-682-8469
Banking and Financial Services
Zevenbergen Capital Investments Technographics
Zevenbergen Capital Investments Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Zevenbergen Capital Investments and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 30 Zevenbergen Capital 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 Zevenbergen Capital Investments has purchased the following applications: Microsoft 365 for Collaboration in 2015, SS&C Advent Portfolio Exchange for Portfolio and Investment Management in 2015, Google Cloud Platform (GCP) for Application Hosting and Computing Services in 2020 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Zevenbergen Capital Investments is running and its propensity to invest more and deepen its relationship with Microsoft , SS&C Technologies , SS&C Advent 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 Zevenbergen Capital Investments revenues, which have grown to $3.0 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 Zevenbergen Capital 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.
Zevenbergen Capital Investments Tech Stack and Enterprise Applications
Zevenbergen Capital Investments Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2015 | 2015 |
In 2015, Zevenbergen Capital Investments implemented Microsoft 365 as its Collaboration platform. Zevenbergen Capital Investments is a United States based banking and financial services firm with approximately 30 employees, and the company website references Microsoft 365 as part of its technology footprint.
Microsoft 365 is described in the context of core cloud SaaS collaboration, covering email, calendar, file storage and team communication. Implemented functional capabilities align with standard Collaboration modules such as Exchange Online for messaging and calendaring, SharePoint Online for document libraries and internal sites, Microsoft Teams for synchronous collaboration, and OneDrive for personal file storage.
Operational coverage is consistent with a small firm deployment supporting companywide business functions including corporate communications, investment team coordination, and finance operations. The source does not document named third party integrations, so the implementation appears centered on Microsoft 365 native services and in tenant identity and access management.
Governance and administration are presented through tenant level configuration, user provisioning, role based access controls and standard policy settings for retention and data protection typical of Microsoft 365 implementations. The public website reference indicates an active Microsoft 365 tenant and administrative configuration in production rather than a pilot or evaluation state.
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Zevenbergen Capital Investments Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| SS&C Technologies | Legacy | SS&C Advent Portfolio Exchange | Portfolio and Investment Management | Investment Management | n/a | 2015 | 2015 |
In 2015, Zevenbergen Capital Investments implemented SS&C Advent Portfolio Exchange within its Portfolio and Investment Management stack to consolidate portfolio accounting and reporting. Zevenbergen Capital Investments is a Seattle based private wealth manager supporting separately managed accounts and proprietary mutual funds, with operational reporting duties centered on an 18 person client service staff and $2.7 billion AUM as of 12/31/2019.
The implementation included Advent Portfolio Exchange alongside Moxy and Advent Rules Manager, and the firm began transitioning SS&C Salentica CRM into the environment. SS&C Advent Portfolio Exchange was configured to leverage Microsoft SQL Server Reporting Services for client reporting, and the functional footprint covers portfolio accounting, flexible report generation, and pre and post trade compliance monitoring through Rules Manager.
Deployment architecture shifted to cloud delivery using Advent Outsourcing Services for full platform hosting of the Advent Investment Suite, with AOS also providing operational services for corporate actions processing and daily reconciliation. Cloud hosting from Advent Outsourcing Services strengthened disaster recovery and business continuity, enabling the firm to rapidly transition its staff to remote work during the March 2020 Seattle shutdown.
Operational governance and workflows were restructured to incorporate AOS managed services, freeing internal staff for higher value activities and simplifying previously complex multi application report production. The SS&C Advent Portfolio Exchange implementation improved reporting flexibility through SSRS and positioned Zevenbergen Capital Investments to adopt incremental capabilities in the Advent suite going forward.
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Trade Order Management System (TOMS) | Investment Management |
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2020 | 2020 |
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Zevenbergen Capital Investments IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Legacy | Google Cloud Platform (GCP) | Application Hosting and Computing Services | IaaS | n/a | 2020 | 2020 |
In 2020, Zevenbergen Capital Investments deployed Google Cloud Platform to host its public website and external digital assets, leveraging Application Hosting and Computing Services. Google Cloud Platform is used on the company website to provide core web serving and externally facing application delivery for the firm. The deployment anchors the company’s online client access and marketing presence on a cloud hosting platform.
The implementation emphasizes managed compute and storage, platform networking and platform-level monitoring to support web serving, content delivery and secure transport within Google Cloud Platform. Operational coverage is focused on the firm’s IT and marketing functions which administer site configuration, content updates and platform accounts. Governance centers on centralized account controls and access policy management to maintain hosting integrity for the firm’s 30 employees in the banking and financial services environment.
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Zevenbergen Capital Investments CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Secure Email Gateways (SEGs) | CyberSecurity |
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2015 | 2015 |
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IT Decision Makers and Key Stakeholders at Zevenbergen Capital Investments
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Zevenbergen Capital Investments Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Zevenbergen Capital Investments IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Zevenbergen Capital Investments digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD Zevenbergen Capital Investments Technographics
Zevenbergen Capital Investments is a Banking and Financial Services organization based in United States,
with around 30 employees and annual revenues of $3.0 million.
Zevenbergen Capital Investments operates a diverse technology stack with applications such as
Microsoft 365, SS&C Advent Portfolio Exchange and Google Cloud Platform (GCP),
covering areas like Collaboration, Portfolio and Investment Management and Application Hosting and Computing Services.
Zevenbergen Capital Investments has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Microsoft, SS&C Technologies and Google.
Zevenbergen Capital Investments recently adopted applications including
Advent Moxy in 2020, Google Cloud Platform (GCP) in 2020 and Microsoft 365 in 2015,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Zevenbergen Capital Investments’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Zevenbergen Capital 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 Zevenbergen Capital Investments technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.