Hightower Advisors Tech Stack
Wealth management platform for independent financial advisors and family offices
Hightower operates a registered investment advisor network serving high-net-worth individuals, foundations, and family offices across the U.S. The tech stack reveals a firm mid-transformation: heavy reliance on financial infrastructure (Bloomberg, FactSet, Pershing, Envestnet, Workiva) paired with enterprise platforms (Salesforce, SAP, Oracle, Snowflake), now adopting dbt for data modeling—suggesting an internal push toward analytics maturity. Hiring velocity is accelerating with finance roles dominating (nearly half of open positions), and active projects around M&A integration, technology modernization, and estate planning point to a firm scaling advisor capacity while wrestling with operational complexity.
Tech Stack 56 technologies
What Hightower Advisors Is Building
◆Challenges
- Support a growing advisory practice
- Increasing wallet share capture
- Smooth transition of newly acquired practices
- Enhancing market presence
- Minimizing market impact and transaction costs
- Retaining clients
- Workflow process inefficiencies
- Ensuring fair trade execution
- Regulatory changes impacting registrations
- Trade settlement delays
▲Active Projects
- Customized financial plan development
- M&a integration of advisory practices
- Governance framework for licensing and registration
- Investment proposal preparation
- Improving client service processes
- Implementing state-of-the-art investment research technology
- Estate planning flowchart
- Client onboarding experience
- Design sophisticated estate plans for uhnw individuals
- Lead rfp processes for technology/saas
Hiring Activity
Department
Seniority
Notable leadership hires: Estate Planning Director, Procurement Head