Centura Wealth Advisory Tech Stack

Wealth advisory firm for high-net-worth clients using Addepar and Salesforce

Financial Services San Diego, California 11–50 employees Founded 2018 Privately Held

Centura Wealth Advisory is a San Diego-based wealth management firm serving high-net-worth and ultra-high-net-worth individuals, families, and institutions. The tech stack reveals a hybrid operation: Addepar for portfolio management and reporting, Salesforce for client relationship management, and standard business tools (HubSpot, Docusign, Asana). Active hiring spans finance, HR, marketing, and support roles, with a current focus on internal process work—benefits administration, tax planning, and lead-to-client journey optimization dominate the project list, indicating operational scaling rather than product innovation.

Tech Stack 12 technologies

Core StackSalesforce HubSpot WordPress Canva Asana Docusign Microsoft Office LinkedIn Meta YouTube Addepar CRM

What Centura Wealth Advisory Is Building

◆Challenges

Benefits cost management
Vendor relationship management
Benefits enrollment process
Driving organic growth
Lead-to-client journey optimization
Pipeline growth
Benefits compliance
Growing aum
Winning new aum mandates
Optimizing investment portfolio outcomes

▲Active Projects

Annual benefits renewal
Leave of absence process
Annual tax project
Lead-to-client journey optimization
Integrate business development and marketing efforts
Thought leadership initiatives
Process improvements across the strategic relationships function
Create and maintain sops for the strategic relationships team
Assist with preparation of planning deliverables
Portfolio proposal process

Hiring Activity

Steady15 roles · 6 in 30d

Department

Finance

Marketing

Support

Sales

Seniority

Mid

Director

Senior

Intern

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About Centura Wealth Advisory

Centura Wealth Advisory operates a wealth management practice in San Diego, California, founded in 2018. The firm serves high-net-worth and ultra-high-net-worth clients through a methodology called Liberated Wealth, which covers tax strategy, multi-generational planning, retirement planning, alternative investments, life insurance, and capital event management. The 11–50-person organization runs with a finance-heavy internal structure and is actively addressing operational challenges around benefits management, vendor relationships, and client acquisition while optimizing portfolio outcomes and growing assets under management.

HeadquartersSan Diego, California

Company Size11–50 employees

Founded2018

Hiring MarketsUnited States, Peru

Frequently Asked Questions

What tech stack does Centura Wealth Advisory use?

Addepar for portfolio management and reporting, Salesforce for CRM, HubSpot for marketing automation, Docusign for document management, Asana for project coordination, and WordPress for web presence.