Corient Tech Stack

Largest U.S. fee-only RIA managing wealth across planning, lending, and investments

Financial Services Miami 1,001–5,000 employees Privately Held

Corient is a 1,000+ person fiduciary wealth management firm headquartered in Miami, operating as the largest integrated fee-only registered investment advisor in the U.S. The hiring profile is heavily finance-weighted (65 finance roles against 6 engineering), with accelerating velocity and mid-level dominance — typical of operationally-complex but growth-stage advisory platforms. Active projects center on vendor migration for acquisitions, multi-state compliance scaling, and institutional relationship optimization, while pain points cluster around payroll compliance complexity, data integrity across systems, and regulatory adaptation — signaling a firm in active M&A consolidation mode.

Tech Stack 63 technologies

Core StackPython Salesforce DocuSign Dynamics 365 NetSuite Docusign Workday dbt Microsoft Office Windows CCH Axcess Word Excel Outlook Azure Microsoft 365 SAML OAuth PowerShell FactSet Sage PowerPoint Windows 11 OneDrive SharePoint Teams Addepar CCH Workday Analytics SQL+30 more

AdoptingZTNA SD-WAN SASE

What Corient Is Building

◆Challenges

Complex multi-state payroll compliance
Maintaining data integrity across systems
Adapting to regulatory changes
Improving operational efficiency and scalability
Maintaining compliance program
Vendor data migration for acquisitions
Improving supplier performance
Scaling infrastructure across growth and acquisition
High-volume settlement issues
Operational risk

▲Active Projects

Global vendor and contract migration for acquisitions
Establish due diligence processes
Optimizing institutional relationships
Create standardized playbooks for multi-generational engagement
Build & scale philanthropic offering
Operational efficiency and scalability improvement
Semi-annual workday releases analysis
M&a corporate governance
Compliance training initiatives
Multi-state compliance setup

Hiring Activity

Accelerating180 roles · 100 in 30d

Department

Finance

Support

Ops

Security

Legal

Data

Engineering

Procurement

Seniority

Mid

Senior

Junior

Lead

Director

Intern

Manager

Staff

Notable leadership hires: Tax Director

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About Corient

Corient delivers integrated wealth management to clients through fiduciary advisors, spanning planning, investing, lending, and money management. The firm operates under a partnership model designed to minimize competition and focus on client outcomes. At scale (1,001–5,000 employees), Corient maintains operations in the U.S. and India, with active hiring across finance, support, operations, security, and data functions. Current operational priorities include global vendor and contract migration tied to acquisitions, multi-generational client engagement playbooks, philanthropic service expansion, and compliance infrastructure scaling across multiple states.

HeadquartersMiami

Company Size1,001–5,000 employees

Hiring MarketsUnited States, India

Frequently Asked Questions

What is Corient's business model?

Corient operates as a fee-only registered investment advisor (RIA), the largest integrated firm of its kind in the U.S., serving clients through fiduciary wealth advisors covering planning, investing, lending, and money management.