MAI Capital Management Tech Stack

Wealth management and sports/entertainment financial advisory firm

Financial Services Cleveland, Ohio 201–500 employees Founded 1973 Privately Held

MAI Capital Management is a Cleveland-based registered investment adviser serving high-net-worth individuals, athletes, and entertainment professionals. The company runs a finance-heavy org with 26 roles in wealth management and accounting, balanced against 7 marketing and 6 operations hires—a staffing mix reflecting a traditional advisory business in transition. Active projects center on marketing infrastructure (scalable campaign engine, ABM programs, analytics dashboards) and operational efficiency (automated reporting, workflow consolidation, compliance integration), suggesting an effort to professionalize go-to-market and back-office systems without losing the boutique service model.

Tech Stack 29 technologies

Core StackSalesforce QuickBooks HubSpot Pardot Marketo Dynamics 365 SAP NetSuite Oracle Microsoft Office Excel PDF Google Maps Word PowerPoint LinkedIn Meta Instagram YouTube X Outlook SharePoint Adobe ADP Workforce Now CRM Hyperion Essbase Microsoft Access Adobe Acrobat

What MAI Capital Management Is Building

◆Challenges

Retaining boutique feel while scaling
Brand migration
Consolidating external assets
Improve internal team processes
Acquiring new clients
Streamlining workflows
Compliance workflow integration
Scalable marketing engine
Risk/opportunity assessments
Compliance requirements

▲Active Projects

M&a integration marketing
Scalable marketing engine
Industry awards application
Automated reporting tools
Analytics dashboard implementation
End-to-end integrated campaigns across channels
Develop abm and field marketing programs
Content creation and distribution
Website content compliance
Portfolio rebalancing program

Hiring Activity

Steady65 roles · 20 in 30d

Department

Finance

Wealth

Marketing

Ops

Support

Accounting

Compliance

Seniority

Senior

Intern

Mid

Junior

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About MAI Capital Management

Founded in 1973, MAI Capital Management operates as a registered investment adviser with approximately 201–500 employees based in Cleveland, Ohio. The firm serves wealth management clients and specializes in the sports and entertainment sectors, offering financial planning, investment management, estate planning, tax services, insurance advisory, and family office support. The tech stack reflects a traditional financial services operation—Salesforce, HubSpot, SAP, NetSuite, QuickBooks, and Microsoft Office dominate—alongside specialized tools like Hyperion and Essbase for financial modeling. Current hiring leans toward finance and wealth roles, with growing investment in marketing and operations.

HeadquartersCleveland, Ohio

Company Size201–500 employees

Founded1973

Hiring MarketsUnited States

Frequently Asked Questions

What does MAI Capital Management do?

MAI is a registered investment adviser founded in 1973 that serves wealth management clients and specializes in the sports and entertainment sectors. Services include financial planning, investment management, estate planning, tax preparation, insurance advisory, and family office support.

What tech stack does MAI Capital use?

MAI uses Salesforce, HubSpot, SAP, NetSuite, QuickBooks, and Microsoft Office (Excel, Word, Outlook, SharePoint) as core tools. Financial modeling relies on Hyperion and Essbase, with ADP Workforce Now for HR and Dynamics 365 for CRM infrastructure.