Advisor Talent Solutions Tech Stack

Recruiting platform for independent financial advisors and their teams

Financial Services Lenexa, Kansas 2–10 employees Founded 2012 Privately Held

Advisor Talent Solutions operates a recruiting marketplace connecting independent financial advisors with hiring candidates across the U.S. and India. The tech stack is light — Salesforce, Redtail CRM, HubSpot, and standard productivity tools — reflecting a human-centric, relationship-driven recruiting operation rather than a technology-first platform. Hiring velocity is accelerating with support roles leading (31 open), followed by finance (25) and sales (17), signaling rapid scaling of client-facing operations to handle growing demand from advisors seeking to build teams.

Tech Stack 27 technologies

Core StackSalesforce Epic Systems Zoom Canva HubSpot Docusign Microsoft Office Google Workspace Excel Word PowerPoint Outlook Redtail CRM macOS Microsoft 365 OneDrive Calendly ChatGPT Adobe Express LinkedIn Meta Instagram YouTube TikTok Constant Contact Bloomberg Dropbox

What Advisor Talent Solutions Is Building

◆Challenges

Tracking system improvements
High volume financial transactions
Process gaps in onboarding
Increasing client demand
Advisor productivity
Reducing cancellations and no-shows
Grow sales pipeline
Reducing response time to inquiries
Processing new business applications
Ensuring office runs efficiently

▲Active Projects

Seminars and workshops
Calendar management
Prospect plan prep
Marketing support
Annuity and insurance processing workflows
Seminars and client appreciation events
Onboarding workflows
Newsletter management
Contact strategy implementation
Marketing funnel development

Hiring Activity

Accelerating110 roles · 50 in 30d

Department

Support

Finance

Sales

Ops

Marketing

Operations

Legal

Seniority

Mid

Junior

Senior

Lead

Director

Manager

Principal

Company intelligence

Find more companies like Advisor Talent Solutions by tech stack, pain points and active projects

Get started free

About Advisor Talent Solutions

Advisor Talent Solutions is a recruiting partnership service for independent financial advisors, founded in 2012 and based in Lenexa, Kansas. The company sources, screens, and matches candidates with advisor teams nationwide, offering hiring guidance and best-practice tools to simplify the recruitment process. They operate as part of the Advisors Excel family of companies, though hiring advisors remain the direct employer of record for placed candidates. Active projects span seminars, onboarding workflows, calendar management, and marketing support — reflecting a diversified service model beyond pure recruiting that addresses advisor-team operations holistically.

HeadquartersLenexa, Kansas

Company Size2–10 employees

Founded2012

Hiring MarketsUnited States, India

Frequently Asked Questions

What is Advisor Talent Solutions?

A recruiting marketplace founded in 2012 that connects independent financial advisors with job candidates across the U.S. and India. Services include sourcing, screening, candidate matching, and hiring best-practice guidance.

What tech stack does Advisor Talent Solutions use?

Core tools include Salesforce, Redtail CRM (financial services-specific), HubSpot, Calendly, and Microsoft 365. No recent major tech adoptions or replacements recorded.