List of Macroaxis Wealth Optimization Customers
San Francisco, 94105, CA,
United States
Since 2010, our global team of researchers has been studying Macroaxis Wealth Optimization 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 Macroaxis Wealth Optimization for Investment Research and Market Intelligence 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 Macroaxis Wealth Optimization for Investment Research and Market Intelligence include: TLC Insurance Group & Wealth, a United States based Insurance organisation with 125 employees and revenues of $15.0 million, Johnson Murphey And Wright, a United States based Professional Services organisation with 15 employees and revenues of $9.0 million, Moore Tax Svc, a United States based Professional Services organisation with 75 employees and revenues of $8.0 million, Marketmaker Cre, a United States based Construction and Real Estate organisation with 25 employees and revenues of $6.0 million, Jones, Rose & Lawton, A Professional Association, a United States based Non Profit organisation with 20 employees and revenues of $4.0 million and many others.
Contact us if you need a completed and verified list of companies using Macroaxis Wealth Optimization, 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 Macroaxis Wealth Optimization 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 | Application | Category | When | SI | Insight |
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Andrews Financial Group | Banking and Financial Services | 10 | $1M | United States | Macroaxis | Macroaxis Wealth Optimization | Investment Research and Market Intelligence | 2016 | n/a |
In 2016, Andrews Financial Group implemented Macroaxis Wealth Optimization on their website. The deployment leverages Macroaxis Wealth Optimization in the Investment Research and Market Intelligence category to surface portfolio analytics, security screening, and market intelligence to advisors and clients through the firm's public web presence. For a 10 person financial advisory firm, the implementation is positioned as a web hosted application embedded in client engagement workflows rather than an internal enterprise data platform.
Functionally the deployment aligns with Investment Research and Market Intelligence capabilities, including portfolio optimization, risk profiling, multi-asset analytics, and interactive market data visualizations exposed via the website. Integration scope is limited to the firm's website, delivering client access to investment research and advisor support tools, with operational coverage focused on advisory and investment teams within Andrews Financial Group. Governance and workflow adjustments center on public facing access controls and advisor processes for incorporating web delivered analytics into client conversations.
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B M B's Tax-Xpress | Professional Services | 10 | $1M | United States | Macroaxis | Macroaxis Wealth Optimization | Investment Research and Market Intelligence | 2016 | n/a |
In 2016, B M B's Tax-Xpress implemented Macroaxis Wealth Optimization to deliver Investment Research and Market Intelligence capabilities on its public website. The Macroaxis Wealth Optimization deployment is presented as a client facing research and portfolio insight tool, supporting the firm’s small professional services operation in the United States.
Macroaxis Wealth Optimization was configured to provide portfolio analysis, market screening, watchlists, and risk analytics functions aligned with Investment Research and Market Intelligence workflows. The implementation emphasizes wealth optimization and scenario modeling capabilities typical of the category, and the full application name Macroaxis Wealth Optimization is surfaced within the website experience for client access and advisor reference.
Operationally the solution supports the firm’s advisory and client reporting activities, used by the firm’s internal staff to inform tax aware investment conversations and client planning. Governance appears tailored to a small firm context, with a single site deployment and a compact user base of advisory and back office personnel, while the cloud hosted application is embedded into the public web presence for direct client engagement.
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Barnett, Dave Cpa | Professional Services | 10 | $1M | United States | Macroaxis | Macroaxis Wealth Optimization | Investment Research and Market Intelligence | 2016 | n/a |
In 2016, Barnett, Dave Cpa deployed Macroaxis Wealth Optimization on their website to deliver client-facing analytics and investment screening capabilities. Macroaxis Wealth Optimization is used as an Investment Research and Market Intelligence application, providing portfolio analytics, wealth optimization routines, market intelligence feeds, and scenario analysis workflows common to the category.
The deployment is web-embedded and configured to support the firm’s advisory and financial planning functions, streamlining research and reporting within client engagements. Governance attention focused on standardizing advisory workflows and reporting outputs so advisors could reference Macroaxis Wealth Optimization outputs directly during client consultations, aligning investment research and client advisory processes.
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Professional Services | 34 | $2M | South Africa | Macroaxis | Macroaxis Wealth Optimization | Investment Research and Market Intelligence | 2016 | n/a |
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Professional Services | 10 | $1M | United States | Macroaxis | Macroaxis Wealth Optimization | Investment Research and Market Intelligence | 2016 | n/a |
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Professional Services | 10 | $1M | United States | Macroaxis | Macroaxis Wealth Optimization | Investment Research and Market Intelligence | 2020 | n/a |
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Professional Services | 10 | $1M | United States | Macroaxis | Macroaxis Wealth Optimization | Investment Research and Market Intelligence | 2016 | n/a |
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Professional Services | 10 | $1M | United States | Macroaxis | Macroaxis Wealth Optimization | Investment Research and Market Intelligence | 2016 | n/a |
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Professional Services | 10 | $1M | United States | Macroaxis | Macroaxis Wealth Optimization | Investment Research and Market Intelligence | 2016 | n/a |
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Professional Services | 10 | $1M | United States | Macroaxis | Macroaxis Wealth Optimization | Investment Research and Market Intelligence | 2016 | n/a |
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Buyer Intent: Companies Evaluating Macroaxis Wealth Optimization
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