Rockefeller Capital Management Tech Stack

Wealth management platform for ultra-high-net-worth families and institutions

Financial Services New York, New York 1,001–5,000 employees Founded 2018 Privately Held

Rockefeller Capital Management operates a wealth management and advisory business serving ultra- and high-net-worth clients, families, and institutions. The tech stack reveals a finance-first organization: heavy reliance on legacy platforms (Workday, Concur, Addepar, Envestnet) paired with modern cloud infrastructure (Azure ecosystem, TypeScript/React frontends). Active project list shows near-term focus on AI integration—text-to-sql chatbots and agents for financial data access—suggesting the firm is addressing a core pain point: bridging LLMs with regulated financial systems where SQL correctness and auditability are non-negotiable.

Tech Stack 50 technologies

Core StackWorkday GitHub Copilot TypeScript React Angular C# Azure Functions Azure AD Databricks Apache Spark Azure DevOps GitHub Actions Microsoft Office Excel PowerPoint Microsoft 365 Azure SQL Event Grid Azure Service Bus Azure Entra ID Material-UI D3.js Highcharts Concur Addepar Outlook Word Envestnet ASA+20 more

What Rockefeller Capital Management Is Building

◆Challenges

Advisor change fatigue
Streamlining workflows
Adoption of technology implementations
High-volume quarterly payment processes
Ensuring accurate reporting
Bridging llms and financial data
Ensuring ai-generated sql correctness
Making ai useful in regulated industry
Optimizing day-to-day operations
Removing friction

▲Active Projects

Facilitation of high-volume quarterly payment processes
Ai integration patterns
Client onboarding process
Text-to-sql chatbot
Text-to-sql agent
Internal process development for trust terminations
Review and approval of marketing materials
Learning ecosystem modernization
Tax strategy alignment coordination
Special projects market trends investment themes

Hiring Activity

Accelerating95 roles · 50 in 30d

Department

Finance

Ops

Engineering

Support

Operations

Sales

Executive

Seniority

Senior

Mid

Junior

Director

Manager

Intern

Lead

C-Level

Notable leadership hires: Chief Operating Officer, Chief of Staff, Advisor Productivity Director, Business Director

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About Rockefeller Capital Management

Rockefeller Capital Management is a privately held wealth management firm headquartered in New York, founded in 2018 as a successor to the original Rockefeller family office established in 1882. The firm serves ultra- and high-net-worth individuals, families, institutions, and corporations through advisory, asset management, and investment management services. Operating at 1,001–5,000 employees, the company spans wealth planning, portfolio tracking, trust services, and strategic advisory. Current hiring is concentrated in finance and operations roles, with a smaller engineering footprint (5 open roles), indicating a hybrid model where financial domain expertise and process automation are equally prioritized.

HeadquartersNew York, New York

Company Size1,001–5,000 employees

Founded2018

Hiring MarketsUnited States

Frequently Asked Questions

What tech stack does Rockefeller Capital Management use?

Rockefeller uses Workday and Concur for core financial operations, Addepar and Envestnet for wealth/investment management, Microsoft 365 and Azure for cloud infrastructure, and TypeScript/React/C# for custom application development. Data processing relies on Databricks and Apache Spark.

What is Rockefeller Capital Management working on?

Current projects include AI integration patterns, text-to-sql chatbots and agents for financial data, client onboarding process modernization, learning ecosystem updates, and high-volume quarterly payment processing. The firm is also addressing trust termination workflows and tax strategy coordination.