Tech Stack Breakdown

We periodically publish breakdowns of the tech stack (“technographics”) of investment managers and other financial services firms. The advantages to you of participating:

  • Benchmark against your peers: learn from other comparable financial institutions’ decisions about use of technology.
  • Show transparency to your clients.
  • Learn about innovative tech companies which may help address some of your challenges.

If you’re a financial services firm interested in publicly sharing your tech stack, please contact us. If you’re a vendor, we welcome introductions to any of your clients who may be interested in sharing how they work with you. We are providing this free.

For example, we’ve published breakdowns of Versatile VC’s CRM, marketing tech, and social media tech stacks:

We’ve listed below some other investment organizations which have publicly shared their tech stacks:

Fund of Funds

Venture Capital Firms

Micro VC Firms

Investment Banks

  • DealGen (turnkey deal origination for private equity)

Angel Groups

To analyze your own tech stack, you might use one of the tools which help to analyze and reduce your SAAS spending, e.g., Productiv, Quolum, or Zylo.