EP Wealth Advisors Tech Stack

Wealth advisory firm managing $42.2B in client assets with $42.2B AUM

Financial Services Torrance, California 201–500 employees Privately Held

EP Wealth Advisors is a $42.2B AUM wealth advisory and investment management firm operating across financial planning, retirement, estate, and tax strategies for high-net-worth clients. The tech stack is enterprise-standard (Salesforce, Snowflake, Microsoft 365) but weighted toward office productivity rather than proprietary platform development. Hiring velocity is accelerating with 32 roles posted in the last 30 days, concentrated in finance and sales — a pattern typical of firms scaling client acquisition and back-office processing capacity post-acquisition or organic growth phase.

Tech Stack 13 technologies

Core StackSnowflake Salesforce Active Directory PowerPoint Microsoft Office Word Excel Outlook Microsoft 365 SharePoint OneDrive Adobe Acrobat Egnyte

What EP Wealth Advisors Is Building

◆Challenges

M&a integration
Business development
Enterprise data platform build
Ensuring efficient office operations
Reconciliation discrepancies
Wealth transfer strategies for ultra high-net-worth clients
Meeting service level agreements
Upgrading financial planning software
Accelerating growth through custodial relationships
Underperformance in partner channels

▲Active Projects

New client onboarding
Software system enhancement
Client financial planning seminars
Enterprise data platform build
M&a integration training
Referral strategy design and execution
Training materials and processes improvement
Technology adoption and process improvements
Crm data integrity initiatives
Lead capture infrastructure development

Hiring Activity

Accelerating55 roles · 30 in 30d

Department

Finance

Sales

Support

Ops

Client

Data

Engineering

Executive

Seniority

Mid

Senior

Intern

Junior

Manager

Director

Lead

Notable leadership hires: Director, Regional Director, Client Growth Lead

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About EP Wealth Advisors

EP Wealth Advisors provides investment management, financial planning, and wealth advisory services to affluent clients. The firm manages $42.2B in client assets as of December 31, 2025, and operates a fully integrated model combining portfolio management, tax planning, estate planning, retirement planning, and business succession services. Based in Torrance, California, with 201–500 employees, the firm emphasizes customized planning aligned to individual client situations. Current operational focus includes new client onboarding infrastructure, financial planning software upgrades, referral strategy execution, and enterprise data platform development — indicating both front-office growth initiatives and back-office systems consolidation.

HeadquartersTorrance, California

Company Size201–500 employees

Hiring MarketsUnited States

Frequently Asked Questions

What tech stack does EP Wealth Advisors use?

Salesforce for CRM, Snowflake for data, Microsoft 365 (Excel, Word, PowerPoint, Outlook, SharePoint, OneDrive), Adobe Acrobat, Egnyte for file management, and Active Directory for identity.