echoloc

Stephens Tech Stack

Independent investment bank and wealth manager for institutions and high-net-worth clients

Financial Services Little Rock, Arkansas 1,001–5,000 employees Founded 1933 Privately Held

Stephens is a privately held investment bank and wealth management firm operating across institutional sales, trading, private equity, and public finance. The tech stack is enterprise Microsoft—365, Azure, SQL Server—with financial-tier security (Barracuda, Proofpoint, Citrix). Hiring is heavily weighted toward finance and operations roles, with compliance and legal also in focus, reflecting a firm managing regulatory complexity and client relationship infrastructure at scale.

Tech Stack 20 technologies

Core StackActive Directory Microsoft Exchange SQL Server Linux Excel PowerPoint Microsoft Office Word Microsoft 365 Azure PowerShell Barracuda Citrix ShareFile Proofpoint Outlook Microsoft Entra SMTP SIP DNS Windows

What Stephens Is Building

Challenges

  • Reducing renewal errors
  • Avoiding state fines
  • Coverage deficiencies
  • Operational problem resolution
  • Maintaining legal compliance
  • Increasing efficiencies
  • Ensuring compliance with internal policies
  • Policy revision
  • Carrier billing reconciliation
  • Billing discrepancies

Active Projects

  • Onesource workflow coordination
  • Investran dx portal administration
  • Tax department process coordination
  • Policy development and revision
  • Broker/dealer questionnaire responses
  • Employee training
  • Pitches and live deals
  • Marketing materials for separately managed accounts
  • Digital marketing calendar management
  • Rfp and due diligence support

Hiring Activity

Decelerating35 roles · 8 in 30d

Department

Finance
12
Ops
5
Sales
5
Support
5
Legal
3
Compliance
1
Engineering
1
Marketing
1

Seniority

Senior
10
Junior
9
Mid
8
Intern
6
Manager
1
Company intelligence

Find more companies like Stephens by tech stack, pain points and active projects

Get started free

About Stephens

Founded in 1933 and headquartered in Little Rock, Arkansas, Stephens operates as an independent financial services firm serving companies, state and local governments, institutions, and high-net-worth investors. The firm maintains offices across the United States, internationally, and employs 1,001–5,000 people. Business lines include wealth management, investment banking, capital management, private equity, institutional sales and trading, public finance, and insurance, with supporting research capabilities. Active projects span deal workflows, tax administration, policy development, and digital marketing, alongside ongoing effort to reduce billing errors and maintain compliance with regulatory requirements.

HeadquartersLittle Rock, Arkansas
Company Size1,001–5,000 employees
Founded1933
Hiring MarketsUnited States, United Kingdom, Canada, India, Germany

Frequently Asked Questions

What is Stephens' tech stack?

Stephens uses Microsoft 365, Azure, SQL Server, and Active Directory for core operations, with Barracuda and Proofpoint for email security, Citrix ShareFile for file sharing, and Windows/Linux for endpoints.

Where is Stephens headquartered?

Stephens is headquartered in Little Rock, Arkansas, with offices across the United States, overseas, and actively hiring in the United Kingdom, Canada, India, and Germany.

Similar Companies in Financial Services

Other companies in the same industry, closest in size