Freestone Capital Management Tech Stack

Independent wealth advisor platform for high-net-worth families

Financial Services Seattle, WA 51–200 employees Founded 1999 Privately Held

Freestone is a fee-only wealth management firm built on a Microsoft-centric stack (C#, SQL Server, Azure, ASP.NET) that's now migrating toward cloud infrastructure (Azure Entra ID, SharePoint Online, Power BI, Power Automate). The hiring mix—weighted heavily toward finance and ops roles, with only one engineering position open—suggests internal process automation and client service scaling are priorities over product-led growth. Active projects center on onboarding, advisor recruitment, and CRM workflows, aligned with stated pain points around sourcing pipelines and operational efficiency.

Tech Stack 22 technologies

Core StackC# Visual Studio SQL Server Azure DevOps JavaScript jQuery Bootstrap Greenhouse Canva Adobe Creative Cloud SQL Server Integration Services SQL Server Reporting Services ASP.NET MVC Entity Framework SignalR LinkedIn Recruiter

AdoptingPower BI Power Automate Azure Entra ID SharePoint Online OneDrive Azure

What Freestone Capital Management Is Building

◆Challenges

Improving accuracy and efficiency
Building durable sourcing pipeline
Limited firm resources
Improving client service operations
Streamlining client onboarding processes
Recruiting high-quality financial advisors
Recruiting experienced client advisors

▲Active Projects

New client onboarding process
Recruiting collateral development
Process improvement and technology initiative
Ai-powered solutions initiative
Associate training program
Internal training program development
Crm workflow optimization
Client financial plan development
New advisor onboarding initiatives
Advisor sourcing and pipeline development

Hiring Activity

Accelerating15 roles · 8 in 30d

Department

Finance

Ops

Support

Engineering

Seniority

Senior

Junior

Mid

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About Freestone Capital Management

Freestone Capital Management is an independent, fee-only wealth advisor serving select high-net-worth individuals and families since 1999. Based in Seattle, the firm operates across wealth planning, asset management, alternative investments, and portfolio management. Services span wealth protection, growth strategies, and estate transfer planning. The firm employs 51–200 people and is actively scaling finance, operations, and support functions while modernizing its technology infrastructure and client onboarding workflows.

HeadquartersSeattle, WA

Company Size51–200 employees

Founded1999

Hiring MarketsUnited States

Frequently Asked Questions

What tech stack does Freestone Capital use?

Freestone runs on Microsoft technologies: C#, SQL Server, Azure DevOps, ASP.NET MVC, and SQL Server Reporting Services, with JavaScript/jQuery/Bootstrap on the front end. Currently adopting Azure Entra ID, SharePoint Online, Power BI, and Power Automate.

What is Freestone Capital working on right now?

Key initiatives include new client onboarding process redesign, advisor recruitment and training programs, CRM workflow optimization, AI-powered solutions, and broader process improvement and technology modernization.

How this profile is built

Freestone Capital Management's technology stack, projects, and hiring signals are inferred from public hiring and company data — career pages, public listings, and company web presence — then clustered and de-duplicated. Figures are estimates that refresh over time. Read our full methodology →

This is not an official vendor or customer list. It is a technology-adoption signal inferred from public data, intended for B2B research.