Hightower Advisors Tech Stack

RIA platform for independent wealth advisors with integrated data and operations

Financial Services Chicago, IL 201–500 employees Founded 2008 Partnership

Hightower operates a registered investment advisor (RIA) serving independent wealth advisors across the U.S., structured around client onboarding, portfolio management, and integration of acquired practices. The tech stack reveals a firm in transition: heavy reliance on legacy wealth-management tools (CCH Axcess, Bloomberg, FactSet, Envestnet) paired with modern cloud infrastructure (Snowflake, dbt, AWS) and data governance (Collibra). Active adoption of Terraform, AWS CDK, and CloudFormation signals movement toward infrastructure-as-code maturity, while projects around dbt-Snowflake integration and the HT1 platform launch indicate internal efforts to unify data and operations across a growing federated advisor network.

Tech Stack 51 technologies

Core StackSalesforce JavaScript Apex HubSpot Asana Collibra Snowflake dbt Power BI SQL Server AWS WordPress Canva Adobe Photoshop CCH Axcess HTML CSS Bloomberg FactSet Profisee Excel SQL Microsoft Office Outlook Concur Box Bloomberg Terminal Moment.js Envestnet Adobe Express+17 more

AdoptingTerraform CloudFormation AWS CDK

What Hightower Advisors Is Building

◆Challenges

Reducing billing errors
Support a growing advisory practice
Smooth integration of acquired practices
Implementing cloud-scale architecture
Seamless integration across teams
Optimizing p&l management
Reducing operational risk
Minimizing market impact
Avoiding cash shortfalls
Managing crisis communications

▲Active Projects

Corporate communications strategy development
Client onboarding
Corporate events portfolio execution
Collibra intelligence platform advancement
Integration of newly acquired advisor practices
Collibra unified data quality operationalization
Dbt and snowflake integration
Ht1 platform launch
Technical accounting operating model
Training materials development

Hiring Activity

Accelerating85 roles · 45 in 30d

Department

Finance

Support

Ops

Engineering

Marketing

Data

Product

Sales

Seniority

Senior

Mid

Junior

Director

Manager

Intern

Lead

Staff

Notable leadership hires: Corporate Communications Director, Technology Application Lead

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About Hightower Advisors

Hightower is a Chicago-based wealth management firm founded in 2008, operating as a registered investment advisor (RIA) with advisors distributed across the United States. The firm provides investment, financial, and retirement planning services to individuals, foundations, and family offices, along with 401K consulting and cash management for corporate clients. The partnership model empowers independent advisors with capital, operational infrastructure, and technology to serve their own client bases. Current hiring is heavily weighted toward finance (43 roles) and support functions (10 roles), with smaller teams in engineering, data, and product—reflecting the operational scaling required to support organic and acquired advisor growth.

HeadquartersChicago, IL

Company Size201–500 employees

Founded2008

Hiring MarketsUnited States

Frequently Asked Questions

What is Hightower Advisors' tech stack?

Hightower runs CCH Axcess, Salesforce, Bloomberg, FactSet, Envestnet, Snowflake, dbt, Power BI, and AWS. The firm is adopting Terraform, AWS CDK, and CloudFormation for infrastructure automation.

What is Hightower working on?

Active projects include the HT1 platform launch, dbt and Snowflake integration, Collibra data quality operationalization, client onboarding, integration of acquired advisor practices, and corporate communications strategy development.