Jordan Park Group Tech Stack

Wealth management platform for high-net-worth families and institutions

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

Jordan Park manages portfolios and financial advisory for ultra-high-net-worth individuals, families, and institutions. The tech stack—Addepar, Salesforce, Snowflake, dbt, Airflow, Python—indicates a data-driven operation built around account reconciliation and client reporting automation. Active adoption of GPT and focus on AI prompt engineering alongside heavy investment in data audits and account-level reconciliation suggest the firm is automating operational friction points that plague manual wealth management workflows.

Tech Stack 20 technologies

Core StackSalesforce Python Pandas Tableau Power BI Looker dbt Snowflake Apache Airflow AWS Docker Kubernetes Addepar Excel PowerPoint Word Outlook Microsoft Office SQL

AdoptingGPT

What Jordan Park Group Is Building

◆Challenges

Manual operational effort
Complex client onboarding
Regulatory compliance and operational policies
Account level reconciliation
Data consolidation
Data audits
Data accuracy
Risk reduction
Existing workflow inefficiencies
Inconsistent pipeline visibility

▲Active Projects

External account attribution/tagging in addepar
Periodic data audits and checks across all funds and accounts
Reconciliation of account activity
Developing audits and financial tools
Automation of recurring task reminders and account reviews
Internal tools and client-facing platforms development
Data integration and automation projects
Ai prompt engineering and custom gpt development
Rollout of the system's next iteration
Annual assessment and revision of capital market assumptions

Hiring Activity

Steady15 roles · 6 in 30d

Department

Finance

Engineering

Ops

Sales

Support

Seniority

Mid

Junior

Senior

Intern

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About Jordan Park Group

Jordan Park is a San Francisco-based wealth management and family office advisory firm serving a curated base of high-net-worth clients. Founded in 2017, the firm operates with roughly 51–200 employees split primarily across finance and engineering roles. The business centers on investment management, wealth advisory, and family office support—handling complex multi-account structures, regulatory compliance, and long-term capital planning. Current hiring emphasis on finance and engineering reflects a scaling strategy focused on data infrastructure and operational automation rather than pure headcount expansion.

HeadquartersSan Francisco, CA

Company Size51–200 employees

Founded2017

Hiring MarketsUnited States

Frequently Asked Questions

What tech stack does Jordan Park Group use?

Addepar (wealth platform), Salesforce (CRM), Snowflake + dbt + Airflow (data pipeline), Python + Pandas (analytics), Tableau + Power BI + Looker (reporting), AWS + Docker + Kubernetes (infrastructure).

What is Jordan Park Group working on?

Data automation, account reconciliation, Addepar integration, client onboarding tools, AI prompt engineering, auditing and financial tools, and workflow automation to reduce manual operational effort.