Magellan Financial & Insurance Services, Inc. Tech Stack

Advisor distribution and growth platform for independent financial firms

Financial Services Topeka, Kansas 51–200 employees Founded 2002 Privately Held

Magellan Financial partners with independent advisory firms to scale their practices through annuity distribution, marketing, and RIA support services. The company is in explicit hypergrowth mode—projects target scaling from 50 to 500 employees and closing $10M in business—yet the tech stack remains operational rather than product-driven: Redtail CRM, Azure, Adobe, and Monday.com suggest a services-delivery operation managing client workflows rather than building software. Hiring velocity is accelerating across finance, sales, and support, which aligns with the pain-point pattern of "transactional chaos" and "constant fire drills," indicating internal operations are the constraint on advisor growth.

Tech Stack 26 technologies

Core StackAWS Azure AD Adobe Creative Cloud Figma Monday.com Jira Asana QuickBooks Zoom Canva Airtable Python Redtail CRM Azure HTML CSS Lacerte Microsoft Office Google Workspace Hootsuite Vimeo Windows Microsoft 365 Entra PowerShell YouTube

What Magellan Financial & Insurance Services, Inc. Is Building

◆Challenges

Chasing leads
Scaling team from 50 to 500
Transactional chaos
Retaining existing clients
Sending clients outside for health coverage
Reaching $1 billion in revenue
Reactive client service environment
Constant fire drills
Client demand growth
Planning at scale

▲Active Projects

Client event coordination
Deploy workstations
Support azure ad projects
Operational process design
Deliver world-class service for warm hand-offs
Retirement workshops/seminars
Scale team from 50 to 500
Close $10 million in business
New business processing
Integrate health and medicare into headquarters

Hiring Activity

Accelerating50 roles · 30 in 30d

Department

Finance

Sales

Support

Ops

Design

Engineering

Legal

Marketing

Seniority

Mid

Junior

Senior

Lead

Director

Manager

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About Magellan Financial & Insurance Services, Inc.

Magellan Financial is a private advisory services firm based in Topeka, Kansas, founded in 2002. It serves independent financial advisors and RIAs by providing distribution partnerships for fixed indexed annuities, marketing infrastructure, and M&A advisory services. The company operates through an affiliated SEC-registered RIA (Foundations Investment Advisors) and focuses on recruiting and scaling advisory talent. With 51–200 employees and active hiring in the United States, Canada, India, and Peru, Magellan is positioned as a high-touch distribution and growth partner for elite advisory practices.

HeadquartersTopeka, Kansas

Company Size51–200 employees

Founded2002

Hiring MarketsUnited States, Canada, India, Peru

Frequently Asked Questions

What tech stack does Magellan Financial use?

Redtail CRM for advisor relationship management, Azure and AWS for cloud infrastructure, Microsoft 365 for productivity, Monday.com and Jira for project management, Lacerte and QuickBooks for financial operations, and Adobe Creative Cloud and Figma for marketing materials.

What is Magellan Financial working on?

Scaling operations to grow from 50 to 500 employees, improving client service delivery (warm hand-offs, retirement workshops), integrating health and Medicare offerings, reducing transactional chaos in new business processing, and expanding revenue toward $1 billion.