NEPC, LLC Tech Stack

Investment consulting firm serving institutional and individual clients

Financial Services Boston, Massachusetts 201–500 employees Founded 1986 Privately Held

NEPC is an investment consulting firm managing $1.9T in assets under advisement across 400+ clients. The tech stack is traditional finance-heavy (Oracle, NetSuite, Intacct, Addepar) with no active tech adoption or replacement, indicating a mature, stable operation. Hiring velocity is accelerating, with ops and data roles dominating — a signal the firm is scaling internal infrastructure and compliance workflows rather than product innovation.

Tech Stack 10 technologies

Core StackOracle NetSuite Excel Microsoft Dynamics SL Concur Adaptive Insights Intacct Microsoft Office PowerPoint Addepar

What NEPC, LLC Is Building

◆Challenges

Reconciling investment data
Operational risk mitigation
Investigating performance report discrepancies
Investor data discrepancies
Improving contracting workflows
Reducing aml/kyc documentation delays
Streamlining finance processes
Reconciliation errors
Streamlining operational workflows
Workflow streamlining

▲Active Projects

Contracting and aml/kyc workflow improvement
New client onboarding
Soc 1 audit support
Annual soc 1 audit
Operational workflow improvement
Streamlining operational workflows
Liquid real assets market education & implementation
Client performance reporting deliverables
Aml/kyc documentation readiness program
Enhancing contracting and aml/kyc workflows

Hiring Activity

Accelerating20 roles · 15 in 30d

Department

Ops

Data

Finance

Operations

Seniority

Junior

Manager

Senior

Intern

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About NEPC, LLC

NEPC advises governments, institutions, families, and individuals on capital preservation and growth across asset classes. The consulting practice spans endowments, foundations, corporate plans, public funds, Taft-Hartley funds, defined-contribution plans, private wealth, and insurance. The firm operates from Boston and was founded in 1986. Core operational focus areas are AML/KYC compliance, client onboarding, performance reporting, and workflow automation—consistent with an institutional advisory model requiring rigorous documentation and audit readiness.

HeadquartersBoston, Massachusetts

Company Size201–500 employees

Founded1986

Hiring MarketsUnited States

Frequently Asked Questions

What is NEPC's assets under advisement?

NEPC serves more than 400 clients with over $1.9T in assets under advisement across institutional and individual segments.

What tech does NEPC use?

NEPC's core stack includes Oracle, NetSuite, Intacct, Addepar, Microsoft Dynamics SL, Adaptive Insights, Concur, and Excel—primarily accounting and wealth management platforms.

Is NEPC hiring in operations?

Yes. NEPC has 21 active roles, with 8 in operations and 7 in data, reflecting accelerating hiring velocity focused on internal workflow and compliance infrastructure.