Company profile

Jordan Park Group Tech Stack

Wealth and investment advisory firm building a modern data and AI platform

Financial Services San Francisco, CA 51–200 employees Founded 2017 Privately Held

Jordan Park is a San Francisco wealth and family office advisory firm whose stack looks more like a data team's than a typical RIA's: dbt, Snowflake, Airflow and Kubernetes sit alongside Addepar, Bloomberg and FactSet. Salesforce with Apex, Flow and Agentforce points to in-house CRM customization, and job posts center on an enterprise data platform and feeding proprietary data into AI applications. Hiring is minimal and skews senior.

Tech Stack 22 technologies

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

What Jordan Park Group Is BuildingChallenges and projects from their job posts

◆Challenges

Integrating proprietary data into AI applications
Delivering trusted analytics across the firm
Reducing manual operational effort
Building a business development engine with pipeline visibility
Maintaining consistent execution standards

▲Active Projects

Enterprise data platform development
AI application ecosystem development
Next-generation investment platform expansion
KPI dashboards tracking referral sources and pipeline
Talent development program

Hiring Activity

Minimal8 roles · 0 in 30d

Department

Engineering

Finance

Support

Sales

Seniority

Senior

Junior

Mid

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About Jordan Park Group

Jordan Park Group provides investment management, wealth management and family office advisory services to individuals, families and institutions. Founded in 2017, the privately held firm is headquartered in San Francisco, CA and employs 51–200 people. Its operations run on portfolio and market data tools including Addepar, Bloomberg and FactSet, with Salesforce supporting client relationships and business development. Reporting is delivered through Tableau, Power BI and Looker on a Snowflake-based data foundation.

HeadquartersSan Francisco, CA

Company Size51–200 employees

Founded2017

Hiring MarketsUnited States

Frequently Asked Questions

What tech stack does Jordan Park Group use?

Jordan Park uses dbt, Snowflake, Python, Apache Airflow, AWS, Docker and Kubernetes for data, plus Addepar, Bloomberg and FactSet for investments, Salesforce with Agentforce for CRM, and Tableau, Power BI and Looker for BI.

What is Jordan Park Group working on?

Job posts point to an enterprise data platform, an AI application ecosystem using proprietary data, a next-generation investment platform, and KPI dashboards tracking referral sources and pipeline metrics.

Where is Jordan Park Group headquartered?

Jordan Park Group is headquartered in San Francisco, California, and currently hires only in the United States. The firm was founded in 2017 and has 51–200 employees.

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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.