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Brighton Jones Tech Stack

Wealth management and financial planning platform for high-net-worth clients

Financial Services Seattle, WA 201–500 employees Founded 1999 Privately Held
brightonjones.com LinkedIn

Brighton Jones operates a financial services firm built on Salesforce (Sales Cloud, Service Cloud) and Microsoft enterprise stack (Azure, M365), now shifting toward automation and document workflows via PowerShell, Azure Logic Apps, and DocuSign. The hiring surge is finance-heavy (26 of 41 roles), pointing to client growth outpacing operational scaling—a classic pattern when advisory firms scale beyond founder bandwidth. Active projects in AI-powered tools and platform modernization suggest internal tooling is becoming a competitive lever as client complexity grows.

Tech Stack 35 technologies

Core StackSalesforce AWS Intune Active Directory Conga ADP QuickBooks Python SQL Server PostgreSQL MuleSoft Informatica Apex Azure AD Azure Exchange Online Entra Purview Salesforce Sales Cloud Service Cloud Adobe Acrobat Dayforce JavaScript/TypeScript Boomi GCP Lightning Web Components CRM Azure Entra ID CCH Articulate 360+2 more
AdoptingDocuSign Salesforce PowerShell Azure Automation Azure Logic Apps

What Brighton Jones Is Building

◆Challenges

  • Client retention and satisfaction
  • Expanding to new markets
  • Meeting revenue goals
  • Modernizing integration platform
  • Client onboarding and maintenance
  • Streamlining payroll processes
  • Team workload management
  • Scaling hiring process
  • Building scalable recruiting engine
  • Modernizing salesforce platform

▲Active Projects

  • Lead local service team
  • Wealth management plan development
  • Ai-powered tools development
  • Lead lifecycle management of infrastructure
  • Architect m365 services
  • Docusign migration
  • Skuid deprecation
  • Platform optimization
  • Build high-quality talent pipeline
  • Build scalable recruiting engine

Hiring Activity

Accelerating40 roles · 30 in 30d

Department

Finance
26
Engineering
4
Support
4
Sales
3
Data
1
HR
1
Legal
1
Ops
1

Seniority

Senior
19
Lead
8
Mid
8
Director
2
Manager
2
Junior
1
Staff
1

Notable leadership hires: Growth Director, Lead Advisor

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About Brighton Jones

Brighton Jones is a Seattle-based wealth management and financial planning firm founded in 1999, serving high-net-worth clients across investments, tax strategies, trusts and estates, philanthropy, and retirement planning. The company employs 201–500 people and operates through a combination of Salesforce CRM, Microsoft enterprise infrastructure, and custom integrations (MuleSoft, Boomi, Informatica). Client onboarding and advisory workflows are core operational surfaces, as is tax compliance infrastructure (CCH). Current scaling efforts center on expanding the local service team, modernizing the Salesforce platform, and automating backend processes (payroll, document generation).

HeadquartersSeattle, WA
Company Size201–500 employees
Founded1999
Hiring MarketsUnited States, Peru

Frequently Asked Questions

What tech stack does Brighton Jones use?

Salesforce (Sales Cloud, Service Cloud), Microsoft Azure and M365 (including Entra, Intune, Exchange Online), AWS, GCP, MuleSoft, Informatica, Python, PostgreSQL, ADP/Dayforce for payroll, and DocuSign for document workflows.

Is Brighton Jones hiring engineers?

Yes, but at a modest pace. Out of 41 active roles, 4 are engineering positions, versus 26 finance roles. Hiring velocity is accelerating across the organization.

Where is Brighton Jones headquartered?

Seattle, Washington. The company also has hiring activity in Peru and is expanding its local service team footprint.

How this profile is built

Brighton Jones's technology stack, projects, and hiring signals are inferred from public hiring and company data — career pages, public listings, and company web presence — then clustered and de-duplicated. Figures are estimates that refresh over time. Read our full methodology →

This is not an official vendor or customer list. It is a technology-adoption signal inferred from public data, intended for B2B research.