Strittmatter Wealth Management Group Tech Stack

Independent wealth management for high-net-worth clients and business owners

Financial Services Fort Worth, Texas 2–10 employees Founded 2007 Privately Held

Strittmatter Wealth Management is a Fort Worth-based independent RIA founded in 2007, now in active growth mode with 15 open roles and accelerating hiring velocity. The tech stack is lightweight—Excel, Redtail CRM, Riskalyze, and standard Microsoft/Google office tools—typical of boutique wealth practices, but the hiring mix (finance-heavy, with ops and marketing roles at mid-to-senior level) and stated challenge of scaling a multi-office boutique suggest they're moving beyond single-location operations.

Tech Stack 12 technologies

Core StackExcel Word Outlook PowerPoint Redtail CRM SharePoint Microsoft Office Adobe Acrobat Riskalyze Microsoft 365 Google Workspace Teams

What Strittmatter Wealth Management Group Is Building

◆Challenges

Scaling multi-office boutique ria

▲Active Projects

Client event planning
Social media event promotion
Post-event evaluation
Branch okrs implementation

Hiring Activity

Accelerating15 roles · 10 in 30d

Department

Finance

Marketing

Ops

Operations

Seniority

Mid

Senior

Junior

C-Level

Lead

Notable leadership hires: Chief Operating Officer

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About Strittmatter Wealth Management Group

Strittmatter Wealth Management provides comprehensive financial planning, investment management, and specialized advisory services to high-net-worth individuals and business owners. Based in Fort Worth, Texas since 2007, the firm operates as an independent registered investment advisor (RIA) focused on long-term client relationships spanning multiple generations. Service areas include retirement planning, estate planning, tax strategies, trust services, insurance planning, and business planning. Current projects center on client engagement—event planning, social media promotion, and event evaluation—alongside internal operational scaling through branch OKRs implementation.

HeadquartersFort Worth, Texas

Company Size2–10 employees

Founded2007

Hiring MarketsUnited States

Frequently Asked Questions

What is Strittmatter Wealth Management's tech stack?

Core tools include Redtail CRM for client management, Riskalyze for portfolio analysis, and Microsoft 365 (Excel, Word, Outlook, PowerPoint, Teams) plus Google Workspace for collaboration. Adobe Acrobat and SharePoint round out the platform.