Tolleson Wealth Management Tech Stack

Family office and wealth management serving multi-generational clients

Financial Services Dallas, Texas 201–500 employees Founded 2000 Privately Held

Tolleson Wealth Management operates a family office business from Dallas serving clients across wealth, trust, and legacy planning. The tech stack is traditional for the industry—Bloomberg, NetSuite, Salesforce, Office suite—with recent adoption of GitHub Copilot suggesting early-stage automation interest. Active hiring remains concentrated in finance and operations roles, while project backlog (trust compliance, regulatory assessments, software modernization) and pain points (monthly close deadlines, reconciliation work, modernizing compliance frameworks) indicate operational maturity challenges typical of firms scaling compliance infrastructure without proportional tooling upgrades.

Tech Stack 11 technologies

Core StackNetSuite GitHub Copilot Salesforce Excel PowerPoint Word Bloomberg Outlook Teams Windows Microsoft Office

What Tolleson Wealth Management Is Building

◆Challenges

Monthly close deadlines
Process improvements and automation
Reconciliation of trades and transactions
Cash movement
Modernizing compliance framework
Strengthening regulatory controls
Reducing regulatory risk
Staff accounting workload
Software selection and implementation
Troubleshooting software help requests

▲Active Projects

Trust compliance management program
External trust audits
Regulatory risk assessments
Software selection and implementation
Data analysis organization and configuration

Hiring Activity

Decelerating15 roles · 3 in 30d

Department

Finance

Ops

Support

Legal

Philanthropy

Seniority

Manager

Senior

Intern

Director

Junior

Mid

Staff

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About Tolleson Wealth Management

Tolleson Wealth Management is a private, family-run wealth management firm headquartered in Dallas, Texas, founded in 2000. The firm serves high-net-worth individuals and families with comprehensive financial planning, trust management, and legacy services. With 201–500 employees, the organization spans finance, operations, support, legal, and philanthropic advisory functions. The firm is actively working to modernize its compliance and regulatory control frameworks while addressing operational friction points in transaction reconciliation and monthly financial close processes.

HeadquartersDallas, Texas

Company Size201–500 employees

Founded2000

Hiring MarketsUnited States

Frequently Asked Questions

What is Tolleson Wealth Management's tech stack?

Core tools include Bloomberg, NetSuite, Salesforce, Microsoft Office (Excel, PowerPoint, Word), Outlook, Teams, and Windows. The firm recently adopted GitHub Copilot for automation support.

What operational challenges is Tolleson Wealth Management addressing?

Current priorities include modernizing compliance frameworks, improving reconciliation of trades and transactions, reducing regulatory risk, automating staff accounting workflows, and executing software selection and implementation projects to reduce manual workload.