L

Lead Advisor Tech Stack

Wealth management recruiting and practice consulting

Financial Services NEW YORK-BOSTON- 2–10 employees Founded 2020 Privately Held

Lead Advisor is a two-founder consulting firm serving wealth management practices and solo advisors. The founding team—both CFP-credentialed with 10+ years in financial planning management—positions talent acquisition as a core service lever. The 19 active roles across finance, HR, ops, and sales, with 8 posted in the last 30 days, suggest aggressive internal scaling alongside client delivery of recruiting and leadership consulting.

Tech Stack 11 technologies

Core StackSalesforce Zoom Dynamics 365 Outlook PowerPoint Word Excel Teams LinkedIn OneNote Microsoft Office

What Lead Advisor Is Building

◆Challenges

Client onboarding
Reducing expenses
Creating efficiencies
Reducing health insurance spend
Client satisfaction
Fraud risk mitigation
Liquidity optimization
Investment onboarding
Portfolio trading
Ongoing compliance

▲Active Projects

Financial planning process implementation
Broker distribution network creation
Broker education meetings
Financial planning for complex clients
Onboarding and account transfer
Deeper engagement opportunities
Social security analysis for a+ clients

Hiring Activity

Accelerating20 roles · 8 in 30d

Department

Finance

8

HR

3

Ops

3

Sales

2

Executive

1

Operations

1

Support

1

Seniority

Mid

12

Senior

3

Junior

2

C-Level

1

Director

1

Notable leadership hires: Chief Operating Officer, Recruiting Director

Company intelligence

Find more companies like Lead Advisor by tech stack, pain points and active projects

Get started free

About Lead Advisor

Lead Advisor advises wealth management firms, independent practitioners, and Fortune 500 wealth management teams on talent acquisition, leadership strategy, and professional development. The firm also works with individual advisors seeking to advance their careers within financial advice. The founding team's dual CFP credentials and decade-plus tenure in wealth management operations inform their thesis that talent acquisition is the primary growth lever after client acquisition in advisory practices. Based in the New York-Boston corridor, the firm operates across three countries (US, Canada, India) with 2–10 employees.

HeadquartersNEW YORK-BOSTON-

Company Size2–10 employees

Founded2020

Hiring MarketsUnited States, Canada, India

Frequently Asked Questions

What is Lead Advisor's core service offering?

Lead Advisor provides talent acquisition, leadership strategy consulting, and professional development services to wealth management firms, solo practitioners, and large financial services organizations.