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Gradient Financial Group Tech Stack

Financial services platform for independent advisors and insurance professionals

Financial Services Arden Hills, Minnesota 201–500 employees Privately Held

Gradient Financial Group operates a multi-product financial services firm serving independent financial professionals across insurance, securities, advisory, and mortgage banking. The hiring profile is heavily sales-weighted (9 of 25 roles), paired with backend scaling work on account reconciliation, tax automation, and Medicare expansion—indicating a push to operationalize growth across product lines while reducing manual workload for the field.

Tech Stack 14 technologies

Core Stack.NET C# Laravel PHP SQL Server MySQL AWS Excel Microsoft Office PowerPoint TikTok YouTube LinkedIn Azure

What Gradient Financial Group Is Building

◆Challenges

Complex tax regulations
Budget management
Ensuring cms compliance
Improve efficiencies
Supporting firm growth
Complex medicare cases
Onboarding and registration requirements
Annual filings and renewals
Reducing prospecting workload
Scaling platform

▲Active Projects

Orion account reconciliation project
Create tax central from the ground up
Grow medicare division
Grow medicare production
Large model rebalancing
Structured note trade execution

Hiring Activity

Accelerating25 roles · 10 in 30d

Department

Sales

9

Finance

7

Ops

4

Marketing

2

Compliance

1

Engineering

1

Legal

1

Seniority

Mid

12

Junior

5

Director

3

Manager

3

Senior

2

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About Gradient Financial Group

Gradient Financial Group is a financial services firm headquartered in Arden Hills, Minnesota, serving independent financial professionals and their clients. The product portfolio spans insurance (annuities, life), investment advisory, asset management, securities, mortgage banking, and a proprietary digital platform called KonnexME. The company operates across compliance-heavy lines including Medicare insurance, requiring ongoing CMS compliance and regulatory management. Current operational focus includes account reconciliation automation, tax preparation ("tax central"), Medicare division growth, and platform scaling to reduce manual prospecting and administrative load.

HeadquartersArden Hills, Minnesota

Company Size201–500 employees

Hiring MarketsUnited States

Frequently Asked Questions

What is Gradient Financial Group's tech stack?

Primary stack: .NET, C#, SQL Server, Azure, AWS. Secondary: Laravel, PHP, MySQL. Standard business tools: Excel, Microsoft Office, PowerPoint. Uses LinkedIn, YouTube, TikTok for marketing.