Top Companies Using Vestorly

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ZoomInfo Copilot
AI sales agent
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AI workspace for smarter GTM
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Build and run GTM workflows triggered by buying signals
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Connect your AI to verified B2B data
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Company and contact database
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Actionable ABM platform
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Source the best and brightest
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Lead routing and data quality
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ZoomInfo data for your GTM systems
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Connect industry-leading data across your entire tech stack
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Unify teams, strategies, and data-driven technologies
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Bring your AI and data-driven playbook to life
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White glove services for large-scale and complex data requests
Enrich. Segment. Activate.
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Contact & company search
Define markets, discover ideal buyers
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Convert contacts into pipeline
Buyer intent
Reach ready-to-buy prospects
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Turn page views into pipeline
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Sales automation
Streamline phone and email outreach
Conversation intelligence
Analyze every interaction
Website chat
Identify, engage, and route visitors
Web form optimization
Ask for less, deliver more
Ads audiences
Paid social on your target accounts
Orchestration
Workflows
Kickstart go-to-market activities
CRM enrichment
Clean, updated CRM
Predictive modeling
Meet your next customer
Data management
Automate engagement-ready data
Zoominfo in ChatGPT
Verified B2B intelligence in ChatGPT
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Transformative solutions for industry leaders
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Deliver data across business systems & workflows
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20 companies using this technology

By Vestorly

Vestorly is a content marketing platform leveraging artificial intelligence to curate content.

Top industries utilizing this technology

Finance
Investment Banking
Business Services
Accounting Services
Management Consulting

1-10 of 20 Companies using Vestorly

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1
BNY
Technologies used by the company: 2,078
The Bank of New York Mellon Corporation provides a range of financial products and services in the United States and internationally. The company operates through Securities Services, Market and Wealth Services, Investment and Wealth Management, and other segments. The Securities Services segment offers custody, trust and depositary, accounting, exchange-traded funds, middle-office solutions, transfer agency, services for private equity and real estate funds, foreign exchange, securities lending, liquidity/lending services, and data analytics. This segment also provides trustee, paying agency, fiduciary, escrow and other financial, issuer, and support services for brokers and investors. The Market and Wealth Services segment offers clearing and custody, investment, wealth and retirement solutions, technology and enterprise data management, trading, and prime brokerage services. This segment also provides integrated cash management solutions, including payments, foreign exchange, liquidity management, receivables processing and payables management, and trade finance and processing services. The Investment and Wealth Management segment offers investment management strategies and distribution of investment products, investment management, custody, wealth and estate planning, private banking, investment, and information management services. The Other segment engages in the provision of leasing, corporate treasury, derivative and other trading, corporate and bank-owned life insurance, renewable energy investment, and business exit services. It serves central banks and sovereigns, financial institutions, asset managers, insurance companies, corporations, local authorities and high net-worth individuals, and family offices. The Bank of New York Mellon Corporation was founded in 1784 and is headquartered in New York, New York. Read more
Additional technologies used by BNY:
BlackBerry Enterprise Server
Cinema 4D
Apache Log4j
See 2,078 technologies
2
Kelly Services
Technologies used by the company: 811
Kelly Services, Inc., together with its subsidiaries, provides workforce solutions to various industries. The company operates through five segments: Professional & Industrial; Science, Engineering & Technology; Education; Outsourcing & Consulting; a nd International. The Professional & Industrial segment delivers staffing, outcome-based, and permanent placement services providing administrative, accounting, and finance; light industrial; contact center staffing; and other workforce solutions. The Science, Engineering & Technology segment offers staffing, outcome-based, and permanent placement services in the areas of science and clinical research, engineering, technology, and telecommunications specialties. The Education segment provides staffing, permanent placement, and executive search services to pre-K-12 school districts and education organizations. The Outsourcing & Consulting segment offers managed service provider, recruitment process outsourcing, payroll process outsourcing, and executive coaching programs to customers on a global basis that includes its RocketPower brand. The International segment provides staffing, recruitment process outsourcing, and permanent placement services Read more
Additional technologies used by Kelly Services:
Adobe Illustrator
MarkLogic
Microsoft Project
See 811 technologies
3
Parallel Advisors
Technologies used by the company: 62
Parallel Advisors is an independent wealth management company founded in 2006, headquartered in San Francisco California. Parallel Advisors provides active financial planning, portfolio construction, and asset allocation to meet the goals of each cli ent. Read more
Additional technologies used by Parallel Advisors:
Twitter for Websites
Register.com Business Email Solutions
Google Global Site Tag
See 62 technologies
4
Mosaic Family Wealth
Technologies used by the company: 28
Mosaic Wealth is a financial planning firm dedicated to helping clients achieve their personal and financial goals while emphasizing the importance of values, relationships, and legacy. They offer services such as investment strategy, generational pl anning, and portfolio implementation, guided by experienced professionals like Certified Financial Planner Steve Rotello. The firm aims to create a unified financial plan that incorporates not just wealth, but also the clients' values and life experiences. Their mission is to assist clients in transitioning from mere success to a life filled with significance. Read more
Additional technologies used by Mosaic Family Wealth:
Google Global Site Tag
Google Maps API
AppRiver
See 28 technologies
5
Wiley Bros.-Aintree Capital
Technologies used by the company: 25
Wiley Bros.-Aintree Capital, a division of &Partners, LLC, is a family-owned and operated brokerage firm that focuses on helping individual investors, families of wealth, and institutional investors achieve their personal investment goals. They offer a range of services including traditional brokerage, integrated wealth services, and municipal bond trading and underwriting. The company emphasizes a commitment to core values and a structured investment process to meet diverse client needs. Operating with a clear dedication to client service, they are registered as a broker-dealer and federally registered investment advisor across the United States. Read more
Additional technologies used by Wiley Bros.-Aintree Capital:
Google Analytics
Google Global Site Tag
Google Marketing Platform
See 25 technologies
6
Ann Vanderslice
Technologies used by the company: 28
Federal Benefits Made Simple is an independent financial services firm that specializes in helping federal employees optimize their retirement benefits. With over 20 years of experience, the company offers tailored strategies that integrate federal b enefits with various investment and insurance products. Their services include retirement income strategies, tax planning, and asset conservation, aimed at ensuring clients achieve financial security in retirement. The firm operates across the United States, providing valuable resources and support to individuals navigating their retirement planning. Read more
Additional technologies used by Ann Vanderslice:
Microsoft 365
Adobe Typekit
WordPress.org
See 28 technologies
7
Vestor Capital
Technologies used by the company: 37
At Vestor Capital, we've always known that it's not easy to find the right advisor who can provide holistic solutions to all areas of your financial life, and help you manage and grow your wealth. That's why since 1984, the company has built the comp any's relationships the right way: long-term financial planning with no quick solutions or incentives to sell products, integrity about what the company do and how the company do it, and hard work. With offices in Chicago and Lake Forest, the company brings the company's midwestern values of steadiness and authenticity not only to the company's clients in the Chicago area, but also around the country. Read more
Additional technologies used by Vestor Capital:
Google Analytics
Google Cloud Platform
Google Maps API
See 37 technologies
8
401k Advisors Intermountain
Technologies used by the company: 26
401(k) Advisors Intermountain provides investment and retirement plan consulting services to corporations, government entities, non-profit organizations and individuals. We help fiduciaries seek protection from the personal and corporate liability re lated to the retirement plan, while aiming to enhance enhancing potential investment opportunities and ultimately helping participants work toward financial security. In helping plansponsors deliver high quality retirement programs we help contain costs, address regulatory requirements, and promote an independent prudent process. Read more
Additional technologies used by 401k Advisors Intermountain:
Google Analytics
CSC
Microsoft 365
See 26 technologies
9
Federal Benefits
Technologies used by the company: 25
Federal Benefits Made Simple is an independent financial services firm that specializes in helping federal employees optimize their retirement benefits. With over 20 years of experience, the company offers a range of services including financial stra tegy development, retirement income strategies, and tax planning. Their tailored approach combines federal benefits with various investment and insurance products to meet the unique needs of their clients. The firm is dedicated to empowering individuals to take control of their financial future through comprehensive analysis and personalized guidance. Read more
Additional technologies used by Federal Benefits:
CAPTCHA (common)
Google Marketing Platform
AccessiBe
See 25 technologies
10
Investment Management
Technologies used by the company: 34
Founded in 2005, Sprung Investment Management specializes in value investing to help clients moderate market volatility and preserve wealth. The firm employs a unique approach that minimizes trading costs and focuses on intrinsic company value rather than market trends. Their investment strategy is designed to reduce risk and volatility while aiming for consistent long-term returns. Sprung serves clients by aligning their investment management philosophy with individual goals and risk tolerance. Read more
Additional technologies used by Investment Management:
Twitter for Websites
Google Analytics
Clicktale
See 34 technologies