The Openwork Partnership Tech Stack

Financial advice platform for independent advisory firms

Financial Services Swindon, Wiltshire 501–1,000 employees Partnership

Openwork operates as a regulated partnership serving independent financial advisors across pensions, investments, mortgages, and protection. The tech stack is enterprise-standard (Azure, SQL Server, Power BI, Databricks, DocuSign) with heavy emphasis on compliance tooling (Vanta, Recorded Future, Tenable, MITRE ATT&CK, Microsoft Sentinel), reflecting the regulatory surface area that dominates their pain-point list. Hiring velocity is accelerating across sales and operations roles, while active projects center on scaling advice delivery and onboarding new firm partners—signaling growth through firm acquisition and integration rather than product innovation.

Tech Stack 21 technologies

Core StackDocuSign Swift Power BI Jira Azure DevOps SQL Server Databricks Microsoft Office Experian Azure Microsoft Sentinel Recorded Future Tenable MITRE ATT&CK Teams Outlook PowerPoint Vanta Microsoft Project Excel SQL

What The Openwork Partnership Is Building

◆Challenges

Infrastructure and compliance headaches
Ensuring compliance with regulatory requirements
Process re-engineering
Compliance processes
Waste elimination
Complex technology initiatives
Complex regulatory setup
Cost effective advice process design
Meeting regulatory standards and kpis
Limited revenue streams

▲Active Projects

Advice process design and improvement
Launching a fully compliant and scalable advice firm
Business in a box solution
Business expansion support
Firm ownership launch
Wealth advisory transition
Business development funding
Lead generation support
Client bank acquisition
Post-transaction integration

Hiring Activity

Accelerating55 roles · 30 in 30d

Department

Sales

Finance

Ops

Support

Data

Engineering

Legal

Seniority

Mid

Senior

Junior

Lead

Manager

Principal

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About The Openwork Partnership

Openwork Limited is a Financial Conduct Authority–regulated partnership based in Swindon that provides financial advisory services and infrastructure to independent advisory firms. The business spans pensions, investments, mortgages, protection, and general insurance. Operating at 501–1,000 employees, the company structures itself as a platform for firm ownership and business expansion, offering what appears to be end-to-end compliance, operations, and client-acquisition support. Active projects include advice process design, firm launch support, and client bank acquisition, indicating a model focused on enabling other advisory businesses rather than direct-to-consumer retail advice.

HeadquartersSwindon, Wiltshire

Company Size501–1,000 employees

Hiring MarketsUnited Kingdom

Frequently Asked Questions

What is Openwork Partnership's main business model?

Openwork operates as a regulated financial advisory partnership providing infrastructure, compliance support, and client acquisition services to independent advisory firms. They cover pensions, investments, mortgages, protection, and general insurance products.

What compliance and security tools does Openwork use?

Openwork's stack includes Vanta, Microsoft Sentinel, Recorded Future, Tenable, and MITRE ATT&CK—reflecting substantial investment in regulatory compliance, threat detection, and vulnerability management aligned to FCA oversight requirements.