Focus Financial Partners Tech Stack

Integrated wealth management and family office platform for high-net-worth clients

Financial Services St Louis, Missouri 5,001–10,000 employees Privately Held

Focus Financial Partners operates as a consolidator of independent wealth management and family office practices across North America and APAC, managing over $500 billion in advised assets. The tech stack reveals a traditional financial-services operational model—QuickBooks, CCH tax/accounting software, Workday for HR, Salesforce for CRM—layered with emerging compliance and efficiency tooling (ServiceNow, Addepar, cyber risk platforms). Active hiring in finance (majority), engineering, and data roles alongside projects in Workday migration and legacy system cleanup suggest an infrastructure modernization cycle typical of roll-up consolidators integrating acquired practices.

Tech Stack 84 technologies

Core StackWorkday ADP Asana HubSpot Salesforce Marketo Pardot Adobe Illustrator ServiceNow Linux QuickBooks Online Microsoft Office Excel CCH Axcess Word PowerPoint Eloqua Photoshop InDesign Outlook SASE LinkedIn Recruiter Teams Addepar Azure Windows CCH Freshservice LinkedIn NIST+54 more

AdoptingWorkday

What Focus Financial Partners Is Building

◆Challenges

Bottlenecks within incident response
Improving service efficiency
Process and efficiency improvements
Growing book of business
Compliance risk
Audit findings
Payroll efficiency
Compliance audit remediation
Detecting model drift
Process inefficiencies

▲Active Projects

Module implementations
Automation of treasury processes
Migrating payroll system to workday
Technology implementation
Implement cyber risk tools and platforms
Improving contracting and procurement policies
Policy development
Acquisition integration planning
Legacy system rationalization
Salesforce devops and change management

Hiring Activity

Accelerating180 roles · 150 in 30d

Department

Finance

Support

Engineering

Sales

Ops

Legal

Data

Security

Seniority

Mid

Senior

Junior

Manager

Director

Lead

C-Level

Notable leadership hires: Head of Finance

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About Focus Financial Partners

Focus Financial Partners is a consolidator of wealth management, family office, and business advisory practices, serving individuals, families, and institutions. As a network of integrated advisory firms, the company operates across the United States, Canada, Australia, the United Kingdom, Peru, and India, with headquarters in St. Louis, Missouri. The organization manages more than $500 billion in advised assets as of January 2026. Operating model combines advisory boutiques with centralized back-office functions—hence heavy hiring in finance, support, and operations. Active projects include Workday payroll migration, legacy system rationalization, and implementation of cyber risk and contracting platforms, reflecting infrastructure standardization across acquired entities.

HeadquartersSt Louis, Missouri

Company Size5,001–10,000 employees

Hiring MarketsUnited Kingdom, United States, Peru, Canada, Australia, India

Frequently Asked Questions

What is Focus Financial Partners' tech stack?

Accounting (QuickBooks Online, CCH Axcess), HR/payroll (Workday, ADP), CRM (Salesforce, HubSpot), compliance (ServiceNow, NIST frameworks), and wealth management platform (Addepar). Actively migrating payroll systems to Workday.