Blue Trust Tech Stack

Wealth advisory firm with $60B AUM serving high-net-worth and institutional clients

Financial Services Alpharetta, GA 201–500 employees Founded 1979 Privately Held

Blue Trust is a 46-year-old wealth advisory firm managing nearly $60 billion in assets across 11,000+ clients. The tech stack is conventional—Excel, Salesforce, QuickBooks—reflecting a financial advisory business built around client relationships rather than proprietary technology. Active hiring leans heavily toward finance and operations roles, while projects focus on trust administration, tax planning, and regulatory compliance (DOL disclosures), indicating ongoing operational scaling and process standardization as the firm grows its client base.

Tech Stack 15 technologies

Core StackQuickBooks Salesforce Canva Apex Excel Word PowerPoint Quicken Microsoft Office LinkedIn Instagram Meta YouTube ChatGPT Lightning Web Components

What Blue Trust Is Building

◆Challenges

Acquiring new clients
High volume of accounts
Risk to the company
Risk mitigation
Division operations inefficiency
Operational inefficiencies
Workflow inefficiencies
Event roi measurement
Brand strategy alignment
Streamline approval workflows

▲Active Projects

Total investment solution
Department of labor disclosures
Process improvement for division operations
Trust administration processes
Research projects
Insurance summary and gap analysis
Tax planning with holistiplan
Medicare analysis and recommendations
Enterprise events
National sponsorship activations

Hiring Activity

Accelerating25 roles · 10 in 30d

Department

Finance

Ops

Marketing

Engineering

Sales

Seniority

Mid

Manager

Senior

Director

Junior

Lead

Notable leadership hires: Planning Lead, Tax Director

Company intelligence

Find more companies like Blue Trust by tech stack, pain points and active projects

Get started free

About Blue Trust

Blue Trust advises high-net-worth and institutional clients on wealth planning, investment management, estate and retirement planning, and charitable giving strategies. The firm operates 19 offices nationwide and serves clients across all 50 states, with a service model spanning personal financial planning, family office management, professional athlete advisory, and business consulting. Current operational focus centers on trust administration processes, division operations efficiency, and regulatory compliance—typical scaling challenges for advisory firms managing complex client portfolios.

HeadquartersAlpharetta, GA

Company Size201–500 employees

Founded1979

Hiring MarketsIndia, United States, Germany

Frequently Asked Questions

What technology does Blue Trust use?

Core stack includes Salesforce for client management, QuickBooks and Quicken for financial data, Microsoft Office for planning, and ChatGPT. No custom development platform or proprietary software; advisory-grade tooling optimized for client relationships.