First Command Financial Services, Inc. Tech Stack

Financial advisory platform for military families, powered by Salesforce and Envestnet

Financial Services Fort Worth, Texas 501–1,000 employees Founded 1958 Privately Held

First Command serves military families through a network of financial advisors backed by Salesforce, Marketo, and Envestnet—a classic advisor-led advisory stack. The company is actively scaling its advisor force (finance and sales dominate hiring) while tackling compliance, data governance, and advisor training at scale. Projects focus on military-specific planning, community partnerships, and contractor program growth, signaling expansion beyond their core employee-advisor model.

Tech Stack 38 technologies

Core StackSalesforce Marketo HubSpot AWS Power BI Tableau SQL Server PL/SQL Google Analytics Azure Data Factory Python Scala Salesforce Marketing Cloud Kontent.ai Envestnet Azure HL7 EDI DTCC ACORD Outlook Word Excel Microsoft Fabric Alteryx SQL PowerPoint Microsoft Access Mural Adobe Analytics+8 more

What First Command Financial Services, Inc. Is Building

◆Challenges

Expanding advisor force
Training new advisors
Recruiting financial advisors
Data governance
Ensuring compliance with regulations
Cost efficiency
Streamlining marketing operations
Gaps in product portfolio
Identifying sales opportunities
Licensing new advisors

▲Active Projects

Paid training program
Coaching military families on comprehensive financial plans
Financial planning for military families
Client acquisition through community engagement
Hr compliance
Long-term care insurance product development
Partnering with local military organizations
Independent contractor program
Military organization partnership
Integrated pipeline/opportunities dashboard

Hiring Activity

Decelerating260 roles · 55 in 30d

Department

Finance

Sales

Financial

Support

Engineering

Legal

Marketing

Product

Seniority

Mid

104

Junior

Senior

Director

Manager

Principal

Lead

Notable leadership hires: Product Director, Chief Financial Officer, Test Lead, Chief Operations Officer

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About First Command Financial Services, Inc.

First Command is a privately held financial advisory firm serving military families and service members since 1958. The company operates through a network of financial advisors providing face-to-face coaching on investments, insurance, banking, and comprehensive financial planning. Headquartered in Fort Worth, Texas, with 501–1,000 employees, First Command handles advisor recruitment, training, licensing, and client acquisition primarily through military organization partnerships and community engagement. Operations span CRM (Salesforce, HubSpot, Marketo), wealth management platforms (Envestnet), compliance infrastructure (HL7, EDI, ACORD, DTCC), and analytics (Power BI, Tableau, Google Analytics, Adobe Analytics).

HeadquartersFort Worth, Texas

Company Size501–1,000 employees

Founded1958

Hiring MarketsUnited States

Frequently Asked Questions

What is First Command Financial Services?

First Command provides financial advisory services to military families, offering coaching on investments, insurance, banking, and financial planning through a network of face-to-face advisors since 1958.

What tech stack does First Command use?

Salesforce, Marketo, HubSpot, Envestnet, Azure, AWS, Power BI, Tableau, Alteryx, Microsoft Fabric, and compliance tools like HL7, EDI, ACORD, and DTCC.