Richardson Wealth Tech Stack

Independent Canadian wealth manager with advisory teams across the country

Financial Services Toronto, Ontario 501–1,000 employees Privately Held

Richardson Wealth operates an independent wealth management firm serving high-net-worth and family-office clients across Canada. The tech stack reveals operational modernization in progress: Snowflake + dbt + Fivetran + Apache Airflow underpin data infrastructure, while Salesforce Financial Services Cloud handles client relationship management and Terraform/Azure DevOps support infrastructure-as-code practices. Active hiring skews toward finance and operations roles (7 and 3 respectively) alongside mid-level engineers, suggesting a push to improve service delivery efficiency and platform stability as client migration projects ramp up.

Tech Stack 16 technologies

Core StackTerraform Snowflake dbt Fivetran Apache Airflow Azure DevOps Salesforce Word Excel PowerPoint Outlook Microsoft Office SQL UML BPMN Salesforce Financial Services Cloud

What Richardson Wealth Is Building

◆Challenges

Ensuring compliance requirements met
Reducing compliance risk
Enhancing client experience
Improving service efficiency
Gather additional assets
Client migration to partnership platform
Training gaps
Migrating clients to new platform
Improving kyc documentation
Risk mitigation and remediation

▲Active Projects

Internal knowledge site
Client migration to partnership platform
Service efficiency improvement initiative
Ci/cd pipeline development
Training program on wealth planning matters for ias
Organizing and delivering training for new hires
Iac automation with terraform
Kyc update process
Kcy documentation improvement
New issues/private placement/syndication process approvals

Hiring Activity

Accelerating25 roles · 15 in 30d

Department

Finance

Sales

Ops

Support

Data

Engineering

Product

Legal

Seniority

Mid

Senior

Junior

Manager

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About Richardson Wealth

Richardson Wealth is an independent wealth management firm headquartered in Toronto, Ontario, with 501–1,000 employees and advisory teams distributed across Canada. The firm provides wealth management, investment management, tax strategy, estate planning, business succession, and family-office services. Current operational focus includes a major client migration to a new partnership platform, KYC/compliance documentation improvements, and training standardization for advisory teams. Infrastructure spans traditional productivity tools (Microsoft Office) and modern data and CRM platforms (Salesforce, Snowflake, dbt, Fivetran, Airflow) to support compliance, reporting, and client service delivery.

HeadquartersToronto, Ontario

Company Size501–1,000 employees

Hiring MarketsCanada

Frequently Asked Questions

What tech stack does Richardson Wealth use?

Richardson Wealth uses Salesforce Financial Services Cloud for client management, Snowflake for data warehousing, dbt for transformation, Fivetran for data integration, and Apache Airflow for orchestration. Infrastructure-as-code is built on Terraform with Azure DevOps.