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Renaissance Financial Tech Stack

Wealth advisory firm serving individuals and businesses on financial planning

Financial Services Saint Louis, MO 201–500 employees Founded 1994 Privately Held

Renaissance Financial is a Saint Louis–based wealth advisory firm built on Salesforce, Office, and DocuSign—a classic stack for relationship-driven financial services. The hiring mix is finance-heavy (9 roles) with minimal engineering (2), and the pain-point cluster heavily emphasizes client onboarding friction and operational scaling, suggesting the firm is hitting a growth ceiling with manual processes. Low agile maturity across the org points to a legacy advisory workflow pushing against modernization.

Tech Stack 12 technologies

Core StackSalesforce DocuSign Excel Outlook SharePoint Teams SOQL Salesforce Lightning Microsoft Office Adobe Acrobat Scrum Kanban

What Renaissance Financial Is Building

◆Challenges

Streamlining client onboarding
Obtaining required licenses
Adopting salesforce platform
Troubleshooting errors
Scalability improvement
Efficiency improvement
Client servicing and client onboarding
Efficient operations of client base
Low agile maturity
Inefficient client onboarding

▲Active Projects

Client onboarding
Maps risk tolerance management
License and registration compliance
Trade processing

Hiring Activity

Accelerating20 roles · 8 in 30d

Department

Finance

9

Engineering

2

HR

2

Ops

2

Legal

1

Product

1

Sales

1

Support

1

Seniority

Mid

11

Junior

8

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About Renaissance Financial

Renaissance Financial advises individuals and businesses on investment strategies, retirement planning, estate planning, and employee benefits. Founded in 1994 and independently owned, the firm operates from Saint Louis with 201–500 employees. Services span personal financial advisory (retirement, insurance, estate planning) and institutional offerings (group benefits, retirement plans). Securities and advisory services are registered through Cetera, the custodial and compliance backbone for many independent advisory practices.

HeadquartersSaint Louis, MO

Company Size201–500 employees

Founded1994

Hiring MarketsUnited States

Frequently Asked Questions

What tech stack does Renaissance Financial use?

Excel, Outlook, Salesforce (including Lightning and SOQL), SharePoint, Teams, Microsoft Office, Adobe Acrobat, DocuSign, and Scrum/Kanban for project management.

What is Renaissance Financial working on?

Client onboarding automation, risk tolerance management, license and registration compliance, and trade processing—with client onboarding appearing repeatedly as a core operational challenge.