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Jordan Park Group Tech Stack

Wealth management platform with data engineering focus for family offices and institutions

Financial Services San Francisco, CA 51–200 employees Founded 2017 Privately Held
jordanpark.com LinkedIn

Jordan Park combines traditional wealth management with a data-engineering-heavy tech stack (dbt, Snowflake, Python, Airflow, Addepar) — a pattern typical of firms moving from manual spreadsheet operations to automated, analytics-driven advisory. The project list reveals deep infrastructure work: SQL pipelines, reconciliation frameworks, and an emerging AI application layer, suggesting the firm is systematizing client portfolio and data workflows that historically required manual effort and cross-system handoffs.

Tech Stack 23 technologies

Core Stackdbt Snowflake Python Apache Airflow Tableau AWS Docker Kubernetes Salesforce Power BI Apex Slack Pandas Looker Addepar Bloomberg FactSet VBA Lightning Web Components Salesforce Flow CI/CD Agentforce

What Jordan Park Group Is Building

◆Challenges

  • Manual operational effort
  • Existing workflow inefficiencies
  • Data platform initiatives
  • Reconciliation frameworks
  • Trusted analytics across firm
  • Proprietary data integration into ai
  • Enhancing trading and portfolio systems
  • Reconciling cross-system data discrepancies
  • Improving reporting reliability
  • Reducing manual processes

▲Active Projects

  • Rollout of the system's next iteration
  • Annual assessment and revision of capital market assumptions
  • Production-grade sql data pipelines
  • Reconciliation frameworks across systems
  • Automation solutions to reduce manual operational effort
  • Enterprise data platform development
  • Ai application ecosystem development
  • Enhancing trading and portfolio management systems
  • Improving portfolio workflows
  • Crm platform evolution

Hiring Activity

Accelerating15 roles · 8 in 30d

Department

Finance
8
Engineering
3
Sales
2
Support
2

Seniority

Mid
6
VP
4
Senior
3
Junior
2
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About Jordan Park Group

Jordan Park provides investment management, wealth advice, and family office advisory to high-net-worth individuals, families, and institutional clients. Founded in 2017 and based in San Francisco, the firm operates across 51–200 employees split between finance, engineering, sales, and support. The tech infrastructure spans trading platforms (Bloomberg, FactSet), portfolio management (Addepar), data warehousing (Snowflake, dbt), and CRM (Salesforce), with active development on data pipelines, reconciliation tooling, and portfolio workflow automation.

HeadquartersSan Francisco, CA
Company Size51–200 employees
Founded2017
Hiring MarketsUnited States

Frequently Asked Questions

What tech stack does Jordan Park Group use?

Primary stack includes dbt, Snowflake, Python, Apache Airflow, Tableau, AWS, Docker, Kubernetes, Salesforce, and Addepar. For market data: Bloomberg and FactSet. BI tools: Power BI and Looker.

What is Jordan Park Group working on?

Active projects include production-grade SQL data pipelines, enterprise data platform development, AI application ecosystem build-out, reconciliation frameworks, and automation of manual operational workflows across trading and portfolio management systems.

How this profile is built

Jordan Park Group'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.