Eagleston Financial Group Tech Stack

Financial advisory firm for wealth protection and insurance planning

Financial Services Mesa, Arizona (AZ) 2–10 employees Founded 1965 Partnership

Eagleston Financial Group is a small financial services partnership focused on insurance, estate planning, and wealth preservation for individuals and families. The tech stack reveals an unexpected mix: core financial tools (Kyriba, SAP, Salesforce) sit alongside embedded systems components (FreeRTOS, SafeRTOS, JTAG, C), and active projects span treasury reporting, intercompany netting, and NPI implementation—patterns more typical of a diversified financial services or manufacturing operations group than a traditional advisory firm.

Tech Stack 16 technologies

Core StackSAP Power BI Power Apps Salesforce Jira Excel Kyriba Microsoft Office Word SharePoint Bluetooth Low Energy JTAG Git FreeRTOS SafeRTOS C

AdoptingSAP Salesforce

What Eagleston Financial Group Is Building

◆Challenges

Driving efficiency and cost-effectiveness
Optimizing liquidity
Identifying supply network risks
Cash management
Ensuring compliance with strict regulations
Managing specimen stock
Maintaining laboratory equipment
Aligning evidence analysis with commercial goals
Material flow management
Managing financial risk

▲Active Projects

Continuous improvement of planning processes
Monthly intercompany netting cycle
Npi project implementation
Treasury reporting and compliance
Claims management process for product portfolio
Support audits
Lead high value evidence analysis projects
Forecast accuracy improvement strategy
Technology upgrade implementation
Intercompany lending arrangements

Hiring Activity

Steady20 roles · 6 in 30d

Department

Engineering

Manufacturing

Ops

Product

Finance

Healthcare

Operations

Research

Seniority

Senior

Mid

Junior

Lead

Staff

Notable leadership hires: NPI Project Lead

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About Eagleston Financial Group

Eagleston Financial Group operates as a financial services partnership headquartered in Mesa, Arizona since 1965. The firm specializes in insurance, business planning, employee benefits, and business exit strategy, offering personalized advisory services to individuals, families, and businesses. Securities and advisory services are offered through Park Avenue Securities LLC (a Guardian Life subsidiary). Active projects center on treasury operations, compliance, and process optimization—including intercompany netting cycles, claims management, and liquidity management—alongside technology upgrades to SAP and Salesforce. The firm is actively hiring across engineering, manufacturing, operations, and product roles, with a concentration of senior-level positions.

HeadquartersMesa, Arizona (AZ)

Company Size2–10 employees

Founded1965

Hiring MarketsUnited Kingdom

Frequently Asked Questions

What is Eagleston Financial Group's core business?

Eagleston Financial Group specializes in insurance, business planning, employee benefits, and business exit planning. The firm provides wealth protection and financial planning strategies to individuals, families, and businesses through Park Avenue Securities LLC.

Where is Eagleston Financial Group headquartered?

Eagleston Financial Group is headquartered in Mesa, Arizona. The firm was founded in 1965 and operates as a partnership.

What technologies does Eagleston Financial Group use?

The company uses Kyriba, SAP, and Salesforce for core financial operations, along with Microsoft Office, SharePoint, Power BI, and Salesforce for business operations. It is actively adopting SAP and Salesforce.