Brown Advisory Tech Stack

Independent investment management and wealth advisory firm

Financial Services Baltimore, Maryland 1,001–5,000 employees Founded 1993 Privately Held

Brown Advisory is an investment management and strategic advisory firm serving individuals, families, institutions, and endowments across 16 global offices. The tech stack reveals a finance-operations hybrid: Bloomberg, FactSet, and Addepar for portfolio and asset management paired with Salesforce, Jira, ServiceNow, and Workday for client relationship and operational infrastructure. Finance and support roles dominate the hiring mix, with engineering and data functions minimal—consistent with a client-service-led model rather than product or platform scaling.

Tech Stack 26 technologies

Core StackSalesforce Jira Confluence ServiceNow Tableau Active Directory Linux C# JavaScript Workday Excel VBA FactSet Bloomberg MPI Microsoft Office Windows SQL COBIT NIST ISO 27001 Word PowerPoint Addepar NET Core Azure

What Brown Advisory Is Building

◆Challenges

Complex client investment objectives
Complex client reporting
Timely filing of returns
Inefficiencies in administrative operations
Process inefficiencies
Data governance
Operational process errors
Coordination with outside accounting firms
Risk mitigation
Tax and estate planning challenges

▲Active Projects

Addepar portfolio accounting system launch
Alternative transaction back builds
Improving reporting content
Design and manage customized multi-asset portfolios
Tax reporting and planning projects
Client materials development
Go-to-market campaigns for new fund launches
Portfolio construction process
Capital raising initiatives
Onboarding large client relationships with complex alternative asset holdings

Hiring Activity

Decelerating65 roles · 20 in 30d

Department

Finance

Support

Ops

Engineering

Marketing

Executive

Data

Legal

Seniority

Mid

Senior

Manager

Junior

Director

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About Brown Advisory

Brown Advisory provides investment management, wealth advisory, and strategic advisory services to individuals, families, family offices, endowments, foundations, institutions, and financial intermediaries. The firm operates over 1,000 colleagues worldwide as equity owners, with offices in Baltimore, Boston, Dallas, Austin, London, Frankfurt, Singapore, Tokyo, San Francisco, and other major financial centers. Current operational priorities include launching Addepar portfolio accounting, expanding alternative asset capabilities, developing customized multi-asset portfolio construction, and improving client reporting and tax planning processes.

HeadquartersBaltimore, Maryland

Company Size1,001–5,000 employees

Founded1993

Hiring MarketsUnited States

Frequently Asked Questions

What technology does Brown Advisory use for portfolio management?

Brown Advisory uses Bloomberg, FactSet, and Addepar as core portfolio and asset management platforms, with Excel and VBA for modeling, Tableau for reporting, and Salesforce for client relationship management.

Is Brown Advisory hiring engineers?

Brown Advisory has 6 active engineering roles open, representing a small portion of their 67 total active positions. Finance roles (29) and support roles (13) comprise the majority of current hiring.

Where is Brown Advisory headquartered?

Brown Advisory is headquartered in Baltimore, Maryland, with additional major offices in Boston, Dallas, Austin, London, Frankfurt, Singapore, and Tokyo.