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Richter Tech Stack

Family office and business advisory firm serving Canadian entrepreneurs and high-net-worth families

Professional Services Montreal, Quebec 501–1,000 employees Founded 1926 Partnership

Richter is a 98-year-old partnership-model advisory firm operating across tax, wealth management, M&A, and forensic accounting for business owners and families. The tech stack reveals a compliance-first operating model: heavy reliance on legacy tools (Caseware, QuickBooks, Sage 50, Excel) paired with emerging security investments (SIEM, threat intelligence integration, concierge cybersecurity). Active hiring skews heavily toward finance roles, and open projects around succession planning, fraud prevention, and SIEM use-case development signal internal modernization efforts focused on risk and operational efficiency.

Tech Stack 16 technologies

Core StackPower Query Power BI QuickBooks Azure AD SIEM Excel PowerPoint Alteryx Outlook Word Caseware CaseWare Microsoft Office Microsoft Access IntelliJ IDEA Sage 50

What Richter Is Building

◆Challenges

Talent retention and engagement
Over-leverage
Liquidity problems
Under-performance
Reducing bottlenecks
Accelerating process efficiency
Detecting hidden threats
Succession planning
Diversity and inclusion initiatives
Improving threat detection

▲Active Projects

Succession planning
Compliance and process optimization
Fraud prevention
Concierge cybersecurity solution
Threat intelligence integration
Corporate reorganization
Siem use case development
Strategic restructuring initiatives
Financial reporting for stakeholders
Implementing new global compensation strategy

Hiring Activity

Steady35 roles · 10 in 30d

Department

Finance

17

Consulting

4

HR

4

Ops

2

Security

2

Executive

1

Services

1

Support

1

Seniority

Mid

11

Senior

8

Manager

4

Junior

3

VP

3

Director

2

Principal

1

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About Richter

Richter advises entrepreneurs, private clients, and high-net-worth families across Canada and the United States on business strategy, financial planning, and intergenerational wealth transfer. The firm operates as a multidisciplinary advisory shop offering assurance, tax, restructuring, valuations, corporate finance, and risk management services. With approximately 700 staff across finance, consulting, operations, and support functions, Richter serves as an integrated advisor at the intersection of business and family objectives, helping clients navigate succession, reorganization, and compliance challenges.

HeadquartersMontreal, Quebec

Company Size501–1,000 employees

Founded1926

Hiring MarketsCanada, United States

Frequently Asked Questions

What tech stack does Richter use?

Richter's core platform includes Caseware (audit/accounting), QuickBooks and Sage 50 (accounting), Power BI (reporting), Alteryx (data workflows), Azure AD (identity), and Excel/PowerPoint (analysis). SIEM tools are in active deployment for security use cases.

What is Richter working on?

Current priorities include succession planning, fraud prevention, SIEM use-case development, compliance optimization, threat intelligence integration, corporate reorganization, and a new global compensation strategy. Talent retention and reducing process bottlenecks are noted operational challenges.