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Focus Partners Wealth Tech Stack

Wealth advisory platform managing retirement, investment, and estate planning at scale

Financial Services Clayton, Missouri 1,001–5,000 employees Privately Held

Focus Partners Wealth operates a multi-service wealth management firm serving mid-market and high-net-worth clients across retirement, investment, and estate planning. The tech stack reveals a traditional advisory operations model—Salesforce + HubSpot for relationship management, DocuSign for document execution, Envestnet for portfolio management—with recent additions of Gong and Outreach signaling a shift toward sales process automation. Hiring is heavily skewed toward finance roles (48 of 98 open positions), with most mid-level, suggesting capacity scaling in portfolio operations and client service rather than strategic transformation.

Tech Stack 19 technologies

Core StackDocuSign Salesforce HubSpot Gong Dynamics 365 CCH Axcess Microsoft Office Excel Outreach Teams Outlook Freshservice Word PowerPoint Adobe Global Relay Envestnet Windows Microsoft 365

What Focus Partners Wealth Is Building

◆Challenges

Grow book of business
Season volumes
Meeting growth goals
Planning and service harmonization
Supporting merger integrations
Merger acquisition onboarding
Market volatility
Team coverage
Productivity and efficiency improvements
Maintaining efficiency during busy season

▲Active Projects

Develop sales collateral and proposal materials
New technology implementation
Client portal setup in orion
Developing robust processes and reports for pre-fund status
Tracking closing dates and deadlines for alternative investments
Annual business planning processes
New client onboarding process improvement
Rmd project for clients
Portfolio approval and execution
Merger acquisition onboarding

Hiring Activity

Accelerating100 roles · 55 in 30d

Department

Finance

48

Support

17

Sales

14

Ops

10

HR

3

Data

2

Business

1

Legal

1

Seniority

Mid

49

Junior

25

Senior

8

VP

6

Manager

5

Director

4

Lead

1

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About Focus Partners Wealth

Focus Partners Wealth is a SEC-registered investment advisor based in Clayton, Missouri, serving clients across wealth management, retirement planning, tax and estate planning, and business succession. The firm operates through a team-based advisory model, combining personalized wealth planning with centralized portfolio and compliance operations. Their service footprint spans multiple client segments—retirees, business owners, and families planning multi-generational wealth transfer. Recent hiring and project activity reflect operational scale challenges: new client onboarding process improvements, alternative investment tracking, and merger/acquisition integration, all pointing to growth through both organic expansion and inorganic consolidation.

HeadquartersClayton, Missouri

Company Size1,001–5,000 employees

Hiring MarketsUnited Kingdom, United States, India, Canada