Cambridge Investment Research, Inc. Tech Stack

Platform and services backbone for independent financial advisors

Financial Services Fairfield, IA 501–1,000 employees Founded 1981 Privately Held

Cambridge operates a B2B infrastructure layer for independent financial professionals, combining broker-dealer and investment advisory services with internal tech spanning Adobe, .NET, Salesforce, and Azure. The hiring mix—support and sales leading, with engineering and data teams smaller but active—reflects a professional-services model where operational efficiency and compliance automation drive value more than product innovation. Active projects in DevOps (Copado), real-time data processing, and security framework development suggest internal focus on operational modernization rather than new customer-facing features.

Tech Stack 37 technologies

Core Stack.NET Java JavaScript Angular React QuickBooks Python SQL Server PostgreSQL Tableau Power BI Salesforce Google Analytics Adobe Experience Manager HTL HTML CSS Lacerte Adobe Microsoft Office Azure Security Center Azure Sentinel Azure Key Vault Azure R Salesforce Marketing Cloud Adobe Analytics AMPscript SQL Excel+7 more

What Cambridge Investment Research, Inc. Is Building

◆Challenges

Improving service efficiency
Impediments with internal departments
Data integrity and quality
High-volume account paperwork
Complex service ticket resolution
Expanding national presence
Integration errors in salesforce
Compliance with security policies
Ensuring finra compliance
Inefficiency in registration and licensing procedures

▲Active Projects

Marketing campaigns to support recruiting objectives
Real-time data processing
Security framework development
Copado-based devops processes
Business continuity and disaster recovery program evolution
Quarterly note review process
Marketing effectiveness enhancement initiatives
Enterprise design system evolution
Real-time training for financial professionals
Source office assistant program

Hiring Activity

Steady70 roles · 20 in 30d

Department

Support

Sales

Engineering

Finance

Ops

Data

Marketing

Security

Seniority

Mid

Senior

Junior

Director

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About Cambridge Investment Research, Inc.

Cambridge is a private financial services firm headquartered in Fairfield, Iowa, serving independent financial advisors, planners, and wealth managers. Founded in 1981, the company operates as a broker-dealer (FINRA/SIPC member) and registered investment adviser, offering infrastructure, clearing, and business-management services to help advisors scale independent practices. The organization runs on a hybrid stack: Adobe Experience Manager and .NET for customer-facing systems, Salesforce for CRM and marketing automation, Tableau and Power BI for analytics, and Azure for cloud infrastructure. With 501–1,000 employees across support, sales, engineering, data, and operations, Cambridge operates at the scale of a mid-market financial services utility.

HeadquartersFairfield, IA

Company Size501–1,000 employees

Founded1981

Hiring MarketsUnited States

Frequently Asked Questions

What technology stack does Cambridge Investment Research use?

Adobe Experience Manager, .NET, Java, React, Angular, Salesforce, QuickBooks, Azure cloud services, Tableau, Power BI, and SQL Server / PostgreSQL for data.

Is Cambridge Investment Research hiring engineers?

Yes. Engineering roles are active (8 posted), primarily at mid and senior levels. Recent projects include Copado-based DevOps, real-time data processing, and security framework development.