Succession Wealth Tech Stack

UK wealth management firm serving high-net-worth individuals and families

Financial Services Birmingham 501–1,000 employees Founded 2009 Privately Held

Succession Wealth is a 500+ person independent financial advice firm built around personalized wealth planning for affluent clients. The hiring composition—dominated by finance and support roles, with minimal engineering—reflects a people-intensive advisory model rather than a tech-first operation. Active projects center on data governance and enterprise architecture, suggesting internal infrastructure strain; pain points cluster around client data accuracy, process bottlenecks, and FCA compliance, indicating the firm is wrestling with scaling manual processes and regulatory rigor as the client base grows.

Tech Stack 11 technologies

Core StackAWS Word Excel Outlook Azure GCP Serverless IAM AWS KMS TOGAF FinOps

What Succession Wealth Is Building

◆Challenges

Process efficiency improvement
Data accuracy compliance
Maintaining accurate client database
Processing new business applications
Process bottlenecks
Client record accuracy
Internal errors causing redress
Process consistency
Reducing cost and risk
Ensuring compliance with fca regulations

▲Active Projects

Enterprise-wide data architecture
Data governance strategy
It systems architecture
Process enhancement projects
Thematic reviews
Organisational change programmes
Modern hr policies and processes

Hiring Activity

Accelerating45 roles · 20 in 30d

Department

Finance

Support

Ops

Engineering

Risk

Seniority

Mid

Lead

Junior

Senior

Manager

Principal

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About Succession Wealth

Succession Wealth provides tailored financial planning, investment management, retirement planning, and wealth protection services to successful individuals and families across the UK. The firm operates a nationwide network of qualified wealth planners and offers advisory services spanning legacy planning, corporate services, and lifetime cash flow strategy. Founded in 2009 and headquartered in Birmingham, the company employs 501–1,000 people and is privately held. Current technology infrastructure relies on cloud platforms (AWS, Azure, GCP) and enterprise tools, with ongoing work to modernize data architecture and governance frameworks.

HeadquartersBirmingham

Company Size501–1,000 employees

Founded2009

Hiring MarketsUnited Kingdom, Canada

Frequently Asked Questions

What is Succession Wealth's tech stack?

Succession Wealth uses Microsoft Office (Word, Excel, Outlook), cloud platforms (AWS, Azure, GCP), and enterprise architecture frameworks (TOGAF). The stack emphasizes cloud infrastructure and identity/access management (IAM, AWS KMS) alongside traditional productivity tools.