Financial planning platform connecting advisors to clients across Australia
PictureWealth builds financial planning software for advisors and their clients in Australia. The stack reveals a dual-track engineering effort: React + TypeScript + Node.js for client-facing tools, plus AWS Lambda + Step Functions + data pipelines for backend advice delivery. Active work on financial data ingestion and document processing, paired with hiring focused on finance and support roles, suggests they're scaling both the product layer and advisory capacity—while pain points around external system reliability and administrative burden indicate ongoing platform consolidation.
PictureWealth is a financial advisory platform based in Perth that helps Australians plan and manage their money through a combination of expert advice and digital tools. The platform covers income management, budgeting, superannuation, investing, and estate planning. The company operates at 51–200 employees, with hiring concentrated in Australia across finance, support, and engineering functions. Current project work centers on lead qualification and lifecycle marketing, alongside technical investments in financial data integration and automated reporting.
React, TypeScript, and Node.js for frontend/backend; AWS (Lambda, API Gateway, Step Functions) for infrastructure; Python, SQL, and data pipeline tools for analytics; HubSpot for CRM; Power BI and Tableau for reporting.
Building financial data integrations, document-processing pipelines, lead qualification systems, and lifecycle marketing programs. Parallel focus on reducing administrative burden and improving self-service reporting.
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