Bartlett Wealth Management Tech Stack

Wealth management and family office services for high-net-worth individuals

Investment Management Cincinnati, OH 51–200 employees Founded 1898 Privately Held

Bartlett Wealth Management operates a traditional wealth advisory firm founded in 1898, serving high-net-worth clients across retirement planning, estate strategy, and family office structures. The tech stack is conservative—Salesforce, Addepar, Bloomberg, and document management (Laserfiche)—reflecting a client-service model where relationship management and compliance tooling matter more than engineering infrastructure. Current hiring focus is operational: finance roles dominate the open pipeline, and projects center on scaling family office workflows and cash management processes, suggesting internal pressure to automate and systematize what has likely been manual or ad-hoc.

Tech Stack 11 technologies

Core StackSalesforce Active Directory Zoom Microsoft Office Adobe Acrobat Addepar Word Excel Outlook Laserfiche Bloomberg

What Bartlett Wealth Management Is Building

◆Challenges

Data integrity
System integrations
Workflow efficiency
Scalable family office framework
Enhancing service models
Organic growth of family office services
Operational inefficiencies in trading
Cash management challenges

▲Active Projects

Scalable family office services structure
Enhance service models and workflows
Refine fos offerings
Bfa account setup and maintenance
Cash level process implementation
Strategic asset allocation committee meeting materials
Market charts committee investment and economic information
Esg holdings due diligence

Hiring Activity

Accelerating6 roles · 4 in 30d

Department

Finance

Operations

Ops

Support

Seniority

Mid

Intern

Senior

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About Bartlett Wealth Management

Bartlett Wealth Management is a Cincinnati-based registered investment advisor specializing in wealth management, investment advisory, and retirement planning for individuals navigating major life transitions—business sales, estate planning, stock option exercises, and multi-generational wealth transfer. The firm operates across 51–200 employees and serves clients through traditional advisory relationships, offering tailored investment and financial planning strategies. Recent operational focus includes building scalable family office service structures, refining workflows around account setup and maintenance, and improving cash and asset allocation processes. The business model centers on personalized advisory and relationship continuity rather than product or technology innovation.

HeadquartersCincinnati, OH

Company Size51–200 employees

Founded1898

Hiring MarketsUnited States

Frequently Asked Questions

What tech does Bartlett Wealth Management use?

Salesforce (CRM), Addepar (wealth management platform), Bloomberg (market data), Laserfiche (document management), Active Directory, Microsoft Office suite, Zoom, and Adobe Acrobat.

What is Bartlett Wealth Management working on?

Scaling family office service structures, enhancing service delivery workflows, implementing cash management processes, and refining strategic asset allocation and ESG due diligence practices.