About Delegate Advisors
delegateadvisors.comDelegate Advisors is comprised of a team of professionals based in Chapel Hill, NC who have dedicated decades-long careers to providing independent wealth advice. Led by Chief Executive Officer Andy Hart, our firm is built for large families who are seeking technical, highly specialized and multi-faceted advice. With 26 years of experience, Hart has built the firm with the belief that each client is different, and each family deserves advice and guidance as unique as they are. Our work is different and complex. Here’s how: • We manage assets on a discretionary OR non-discretionary basis. • We don’t just make decisions – we painstakingly create models to demonstrate potential outcomes, so our clients feel informed, empowered and safe. • The advice we provide goes beyond the norm – our clients get creative wealth solutions, finding ways to save on taxes, fees and costs • We work with our clients’ entire team of external advisors so that their wealth strategy is holistic and seamlessly executed. Our firm provides: • Wealth advice – fiduciary advice on a wide range of topics • Investment advice – institutional-quality investment opportunities on a discretionary or non-discretionary basis
SaaS Adoption
SaaS Adoption indicates the level of adoption by this company of software as a service services.
Cloud Adoption
Cloud Adoption indicates the level of adoption by this company of cloud services.
IT Footprint
IT Footprint gives a relative indication of how much IT services this company consumes.
IT Spend
IT Spend shows roughly how much this client spends on IT per year in USD.
Enlyft tracks the use of over 15,000 technologies and has proprietary data on over 18 million companies worldwide.
Know the products your prospects use
Vendor Usage
Delegate Advisors uses 5 different technologies from 13 different vendors. They have above average use of several technologies including Squarespace, Junxure and QuickBooks.
Product Categories
Delegate Advisors uses products from 14 different product categories. They are particularly heavy users of products in Web Hosting Services, Accounting, and Web Analytics.
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 |
|---|---|---|---|
| Varnish Software | Proxy Servers | Varnish Software |  |
| Symantec.Cloud | Cloud Security | Symantec |  |
| Modernizr | Software Frameworks | Modernizr | |
| WP Engine | Web Hosting Services | WPEngine, Inc. | |
| GoDaddy | Web Hosting Services | GoDaddy | |
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