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● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

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● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

List of FinFolio Client Portal Customers

Fin Folio

11592 Bell Cross Cir,
Parker, 80138, CO,
United States

https://www.finfolio.com/

1 720-206-0660

Professional Services

10

$1M

Since 2010, our global team of researchers has been studying FinFolio Client Portal customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.

Each quarter our research team identifies companies that have purchased FinFolio Client Portal for CRM and Investor Relationship Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.

Companies using FinFolio Client Portal for CRM and Investor Relationship Management include: Heritage Wealth Architects, a United States based Professional Services organisation with 2 employees and revenues of $1.0 million, Gravity Investments, a United States based Professional Services organisation with 10 employees and revenues of $1.0 million and many others.

Contact us if you need a completed and verified list of companies using FinFolio Client Portal, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.

The FinFolio Client Portal customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!

Apply Filters For Customers

Filters

Logo	Customer	Industry	Empl.	Revenue	Country	Vendor	Application	Category	When	SI	Insight
	Gravity Investments	Professional Services	10	$1M	United States	FinFolio	FinFolio Client Portal	CRM and Investor Relationship Management	2016	n/a
	Heritage Wealth Architects	Professional Services	2	$1M	United States	FinFolio	FinFolio Client Portal	CRM and Investor Relationship Management	2016	n/a

Showing 1 to 2 of 2 entries

Buyer Intent: Companies Evaluating FinFolio Client Portal

ARTW Buyer Intent uncovers actionable customer signals, identifying software buyers actively evaluating FinFolio Client Portal. Gain ongoing access to real-time prospects and uncover hidden opportunities.

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Logo	Company	Industry	Employees	Revenue	Country	Evaluated
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FAQ - APPS RUN THE WORLD FinFolio Client Portal Coverage

FinFolio Client Portal is a CRM and Investor Relationship Management solution from FinFolio.

Companies worldwide use FinFolio Client Portal, from small firms to large enterprises across 21+ industries.

Organizations such as Heritage Wealth Architects and Gravity Investments are recorded users of FinFolio Client Portal for CRM and Investor Relationship Management.

Companies using FinFolio Client Portal are most concentrated in Professional Services, with adoption spanning over 21 industries.

Companies using FinFolio Client Portal are most concentrated in United States, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of FinFolio Client Portal across Americas, EMEA, and APAC.

Companies using FinFolio Client Portal range from small businesses with 0-100 employees - 100%, to mid-sized firms with 101-1,000 employees - 0%, large organizations with 1,001-10,000 employees - 0%, and global enterprises with 10,000+ employees - 0%.

Customers of FinFolio Client Portal include firms across all revenue levels — from $0-100M, to $101M-$1B, $1B-$10B, and $10B+ global corporations.

Contact APPS RUN THE WORLD to access the full verified FinFolio Client Portal customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of CRM and Investor Relationship Management.