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● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

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

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

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

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

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

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

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

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

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

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

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

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

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

List of FinFolio Portfolio Management Customers

Fin Folio
Location
11592 Bell Cross Cir,
Parker, 80138, CO,
United States
Website
https://www.finfolio.com/
Phone
1 720-206-0660
Artw industry
Professional Services
Employee
10
Revenue
$1M

Since 2010, our global team of researchers has been studying FinFolio Portfolio Management 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 Portfolio Management for Portfolio and Investment 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 Portfolio Management for Portfolio and Investment Management include: Financial Security Group, a United States based Banking and Financial Services organisation with 45 employees and revenues of $14.0 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 Portfolio Management, 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 Portfolio Management 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!

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Logo Customer Industry Empl. Revenue Country Vendor Old Product New Product Category When SI
Financial Security Group Banking and Financial Services 45 $14M United States FinFolio Legacy FinFolio Portfolio Management Portfolio and Investment Management 2015 n/a
Gravity Investments Professional Services 10 $1M United States FinFolio Legacy FinFolio Portfolio Management Portfolio and Investment Management 2016 n/a
Showing 1 to 2 of 2 entries

Buyer Intent: Companies Evaluating FinFolio Portfolio Management

ARTW Buyer Intent uncovers actionable customer signals, identifying software buyers actively evaluating FinFolio Portfolio Management. Gain ongoing access to real-time prospects and uncover hidden opportunities. Companies Actively Evaluating FinFolio Portfolio Management for Portfolio and Investment Management include:

  1. Stifel Financial, a United States based Banking and Financial Services organization with 8892 Employees
  2. Adult Friend Finder, a United States based Professional Services company with 10 Employees

Discover Software Buyers actively Evaluating Enterprise Applications

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FAQ - APPS RUN THE WORLD FinFolio Portfolio Management Coverage

FinFolio Portfolio Management is a Portfolio and Investment Management solution from FinFolio.

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

Organizations such as Financial Security Group and Gravity Investments are recorded users of FinFolio Portfolio Management for Portfolio and Investment Management.

Companies using FinFolio Portfolio Management are most concentrated in Banking and Financial Services and Professional Services, with adoption spanning over 21 industries.

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

Companies using FinFolio Portfolio Management 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 Portfolio Management 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 Portfolio Management customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of Portfolio and Investment Management.