About Arete Wealth

aretewealth.com

Arete Wealth is a full-service Broker-Dealer (BD), Registered Investment Advisor (RIA) and Insurance firm. The firm has smartly guided advisors and high-net-worth investors through alternative investment access, investment banking, private equity programs and other traditional financial planning since 2007. Annually, the firm ranks as one of the country's top independent Broker-Dealers across multiple industry surveys. Headquartered in Chicago, Arete Wealth investments and services are offered through100 offices and 265 registered advisors nationwide.

Revenue : 50M-100M Industry : Financial Services Location : United States Employees : 50-200

SaaS Adoption

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Cloud Adoption

Cloud Adoption indicates the level of adoption by this company of cloud services.

IT Footprint

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IT Spend

IT Spend shows roughly how much this client spends on IT per year in USD.

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Vendor Usage

Arete Wealth uses 5 different technologies from 14 different vendors. They have above average use of several technologies including Envestnet, Zoho and Zendesk.

Product Categories

Arete Wealth uses products from 18 different product categories. They are particularly heavy users of products in Customer Relationship Management (CRM), Software Frameworks, and Office Productivity.

Recently Detected Technologies

Enlyft tracks the use of over 15,000 technologies and has proprietary data on over 18 million companies worldwide.

Technology Category Vendor Usage
Zendesk Customer Service Management Zendesk, Inc.
Zoho Enterprise Applications Zoho Corporation Pvt. Ltd.
Zoho SalesIQ Customer Service Management Zoho Corporation Pvt. Ltd.
Zoho CRM Customer Relationship Management (CRM) Zoho Corporation Pvt. Ltd.
WPMU DEV Website Builders WPMU DEV

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