echoloc/ Companies/ Freestone Capital Management

Company profile

Freestone Capital Management Tech Stack

Fee-only wealth advisory for high-net-worth individuals and families

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

Freestone Capital Management is a Seattle-based, fee-only wealth advisor whose in-house stack (C#, ASP.NET MVC, Entity Framework, SQL Server with SSIS/SSRS, Azure DevOps) points to custom-built internal tooling rather than off-the-shelf software alone. Hiring is accelerating and skews toward finance, mixing senior hires with interns, while job posts flag manual, document-heavy workflows and onboarding friction as targets for automation.

Tech Stack 23 technologies

Core StackPower BI DocuSign Power Automate Python C# Canva Adobe Creative Cloud Visual Studio SQL Server Azure DevOps JavaScript jQuery Bootstrap Greenhouse Microsoft Graph API SQL Server Integration Services SQL Server Reporting Services ASP.NET MVC Entity Framework SignalR LinkedIn Recruiter

What Freestone Capital Management Is BuildingChallenges and projects from their job posts

◆Challenges

Manual, document-heavy workflows
Improving client service operations
Inefficient estate planning operations
Rapid growth with limited firm resources
Improving workflow efficiency across the firm

▲Active Projects

Streamlined new client onboarding process
AI-driven document automation
Core systems integration
CRM and financial reporting tool support
Cross-functional investment and planning recommendations for advisors
Associate training program

Hiring Activity

Accelerating10 roles · 5 in 30d

Department

Finance

Ops

Engineering

Operations

Seniority

Senior

Intern

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About Freestone Capital Management

Freestone Capital Management is an independent, fee-only wealth advisory firm serving high-net-worth individuals and families. Its services span wealth planning, asset management, alternative investments and estate-related planning. Founded in 1999 and headquartered in Seattle, Washington, the privately held firm employs 51–200 people. Operations run on a Microsoft-centric environment including Power BI, Power Automate, SQL Server and Microsoft Graph API, with DocuSign supporting client paperwork. Hiring is focused in the United States.

HeadquartersSeattle, WA

Company Size51–200 employees

Founded1999

Hiring MarketsUnited States

Frequently Asked Questions

What tech stack does Freestone Capital Management use?

Freestone runs a Microsoft-centric stack: C#, ASP.NET MVC, Entity Framework, SQL Server with SSIS and SSRS, Azure DevOps, Power BI and Power Automate, plus DocuSign, Python and Greenhouse for recruiting.

Is Freestone Capital Management hiring?

Yes, hiring is accelerating, concentrated in finance with some operations and engineering roles. The mix leans toward senior positions alongside an intern pipeline, all in the United States.

What is Freestone Capital Management working on?

Job posts point to redesigning new client onboarding, AI-driven document automation, core systems integration, CRM maintenance and reporting, and cross-functional investment and planning recommendation projects for advisors.

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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.