D.A. Davidson Companies Tech Stack

Diversified financial services firm with seven business units across wealth, capital markets, and investment banking

Financial Services Great Falls, Montana 1,001–5,000 employees Founded 1935 Privately Held

D.A. Davidson is a 1,935-founded, employee-owned financial services company operating seven distinct business units—wealth management, trust, investment management, equity and fixed income capital markets, and investment banking. The tech stack is finance-traditional (Bloomberg, Tradeweb, MarketAxess, Envestnet, Salesforce, Workday) layered with modern web fundamentals (React, Node.js, TypeScript), and the project list signals active infrastructure modernization: cloud integration, LLM-powered assistants, data pipeline optimization, and automated workflows. Finance and ops hiring dominates (45 and 19 roles respectively), with engineering at 9 roles—a pattern typical of financial services firms in mid-technology transition.

Tech Stack 54 technologies

Core StackSQL Server Salesforce React Node.js TypeScript JavaScript Express Workday Adobe Creative Cloud Adobe Illustrator Word Excel Outlook Envestnet Azure PowerPoint Adobe Acrobat Bloomberg Tradeweb MarketAxess CRM Microsoft Office Git Yarn npm Teams FedEx Ship Manager Dynamics GP Photoshop InDesign+24 more

What D.A. Davidson Companies Is Building

◆Challenges

Streamlining processes
Integration into cloud strategy
Optimizing client experience
Enhancing efficiency and optimizing workflows
Business process transformation
Maturing support models
Performance tuning data flows
Optimizing data pipeline architecture
Incident management
Expanding key client segment

▲Active Projects

Intelligent assistants and automated workflows
Client financial planning
Large language model integration into enterprise systems
Client mailings and communications
Fund transfer and securities issuance
Planning proposals for high net worth clients
Thought leadership content creation
Next-generation ai capabilities
Public offerings
Financial modules development

Hiring Activity

Steady100 roles · 30 in 30d

Department

Finance

Ops

Support

Engineering

Research

Data

Design

Product

Seniority

Mid

Junior

Senior

Intern

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About D.A. Davidson Companies

D.A. Davidson serves high-net-worth clients, institutional investors, and businesses through wealth management, trust administration, equity and fixed income capital markets, investment banking, and public finance services. The firm operates across the United States with a national research capability and advisor network. As a privately-held, employee-owned company with 1,001–5,000 employees headquartered in Great Falls, Montana, D.A. Davidson maintains a personalized service model while managing a complex, multi-unit operational footprint. Current initiatives center on client financial planning automation, fund transfer infrastructure, securities issuance, and next-generation AI capabilities integrated into client-facing and internal workflows.

HeadquartersGreat Falls, Montana

Company Size1,001–5,000 employees

Founded1935

Hiring MarketsUnited States, Philippines

Frequently Asked Questions

What tech stack does D.A. Davidson use?

Core platforms: Bloomberg, Tradeweb, MarketAxess, Envestnet (wealth management), Salesforce (CRM), Workday (HR/finance). Development: React, Node.js, TypeScript, Express. Infrastructure: Azure, SQL Server. Office: Office 365, Teams.

What is D.A. Davidson working on?

LLM integration, intelligent assistants, automated workflows, client financial planning modules, data pipeline optimization, cloud migration, securities issuance platforms, and planning proposal tools for high-net-worth clients.