BBR Partners Tech Stack

Boutique wealth management firm modernizing data infrastructure

Investment Management New York, NY 51–200 employees Founded 2000 Privately Held

BBR Partners is a 51–200-person wealth management firm founded in 2000, serving high-net-worth families with customized investment strategies. The tech stack reveals an organization mid-migration: they're replacing SQL Server with Snowflake + dbt + Python, implementing Datadog for observability, and actively hiring finance and data roles — signaling a shift from manual, spreadsheet-driven operations toward automated, data-driven portfolio management and client reporting.

Tech Stack 10 technologies

Core Stackdbt Snowflake Apache Airflow Python Datadog Microsoft Office Excel Bloomberg SQL

ReplacingSQL Server

What BBR Partners Is Building

◆Challenges

Maintaining data integrity across multiple systems
Resolving complex client requests
Modernizing legacy sql server systems
Replacing manual data pipelines

▲Active Projects

Modernization of legacy sql server systems
Implementation of datadog monitoring
Development of snowflake analytical datasets

Hiring Activity

Accelerating7 roles · 4 in 30d

Department

Finance

Ops

Data

Seniority

Junior

Mid

Senior

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About BBR Partners

BBR Partners provides multi-family office services to a select group of wealthy families, offering customized investment programs, portfolio strategy, and wealth preservation advice. The firm operates from New York and is actively modernizing its data infrastructure after two decades of legacy system reliance. Current priorities include replacing aging SQL Server systems, automating manual data pipelines, and building analytical datasets on Snowflake to improve data integrity across client portfolios and internal reporting. The hiring mix—concentrated in finance and operations roles—reflects the firm's focus on scaling advisory capacity and operational rigor alongside technical modernization.

HeadquartersNew York, NY

Company Size51–200 employees

Founded2000

Hiring MarketsUnited States, Canada

Frequently Asked Questions

What tech stack does BBR Partners use?

Microsoft Office, Excel, Bloomberg, Snowflake, dbt, Python, SQL, Apache Airflow, and Datadog. The firm is migrating away from SQL Server as part of a broader infrastructure modernization.

Where is BBR Partners headquartered?

New York, NY. The firm also hires in Canada and across the United States.