Lincoln Investment Tech Stack

Broker-dealer and investment adviser network serving 355,000+ clients

Financial Services Fort Washington, PA 201–500 employees Founded 1968 Privately Held

Lincoln Investment operates a network of independent financial advisors serving over 355,000 clients with $46.0 billion in assets under management. The company's tech stack is heavily weighted toward enterprise infrastructure (Microsoft, VMware, Cisco, Palo Alto Networks, SQL Server), with active projects focused on data governance, predictive analytics, and compliance automation — signaling a shift from reactive reporting to proactive risk monitoring. Sales-led hiring (8 open roles) alongside modernization initiatives suggests concurrent pressure to scale the advisor network while strengthening operational controls.

Tech Stack 10 technologies

Core StackVMware Cisco Palo Alto Networks SQL Server Microsoft Office Outlook vSphere vMotion ASA Azure ExpressRoute

What Lincoln Investment Is Building

◆Challenges

Investigating investor complaints
Monitoring compliance risks
Questionable transactions
Transition from descriptive reporting to predictive analytics
Data governance for regulatory compliance
Advisor recruitment inefficiencies
Advisor onboarding delays
Advisor productivity growth

▲Active Projects

Special supervision programs
Compliance memorandum development
Pre-audit briefings
Modernization of data platforms
Implementation of predictive analytics
Establishment of data governance framework
Recruiting scorecard development
Isa training program implementation

Hiring Activity

Accelerating20 roles · 15 in 30d

Department

Sales

Design

Engineering

Ops

Data

Finance

Legal

Product

Seniority

Mid

Junior

Manager

Principal

Senior

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About Lincoln Investment

Lincoln Investment is a privately held broker-dealer and registered investment adviser founded in 1968, headquartered in Fort Washington, PA. The company serves individuals and families through a network of over 1,000 independent financial advisors nationwide. Core business segments include retirement plan administration, fee-based advisory services, and marketing support for advisors. The company manages over $46.0 billion in assets and serves more than 355,000 clients. Internal operations span compliance, advisor recruitment and onboarding, data analytics, and technology infrastructure. Current focus areas include data platform modernization, regulatory compliance automation, and advisor productivity optimization.

HeadquartersFort Washington, PA

Company Size201–500 employees

Founded1968

Hiring MarketsUnited States

Frequently Asked Questions

What is Lincoln Investment's tech stack?

Core infrastructure: Microsoft Office, Outlook, SQL Server, VMware (vSphere, vMotion), Cisco ASA, Palo Alto Networks firewalls, and Azure ExpressRoute for connectivity. No active tech migrations or adoptions currently underway.

What is Lincoln Investment working on?

Modernization of data platforms, implementation of predictive analytics, establishment of data governance frameworks, advisor recruitment and onboarding process improvements, and compliance automation including special supervision programs and pre-audit briefing systems.