Company profile

Trajan Wealth LLC Tech Stack

Veteran-led RIA and family office building out finance and advisor teams

Financial Services Scottsdale, AZ 51–200 employees Founded 2012 Privately Held

Trajan Wealth is a Scottsdale-based fee-only RIA running a family office model that combines investments, tax, estate and private markets advice. Accelerating, finance-heavy hiring points to an internal buildout: job posts describe standing up FP&A, consolidated reporting and KPI dashboards where no formal finance function existed. A sizable QA and mobile toolset (Playwright, Cypress, Appium, React Native) alongside Creatio and NetSuite suggests in-house client app development.

Tech Stack 58 technologies

Core StackSnowflake Selenium Playwright Cypress Java JavaScript TypeScript Postman Bitbucket React Native Jenkins Azure DevOps NetSuite Swift Kotlin GraphQL React Node.js Python Creatio JMeter Gatling k6 REST Assured OWASP ZAP Burp Suite Appium LinkedIn Recruiter Objective-C App Store Connect+28 more

What Trajan Wealth LLC Is BuildingChallenges and projects from their job posts

◆Challenges

No established finance or FP&A function
Lack of consolidated, efficient financial reporting
Ensuring financial data integrity
Recruiting experienced financial advisors
Scaling the business

▲Active Projects

Build FP&A function with budgeting and planning
Build KPI dashboards
Model economics of growth decisions
Scale local advisory practice and market presence
Educational seminar program and platform
In-house marketing agency including advisor recruitment

Hiring Activity

Accelerating25 roles · 20 in 30d

Department

Finance

Engineering

Support

Ops

Legal

Sales

Seniority

Mid

Senior

Intern

Junior

Director

Lead

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About Trajan Wealth LLC

Trajan Wealth is a privately held Registered Investment Advisor and family office headquartered in Scottsdale, Arizona, founded in 2012. The firm is veteran-owned and operates as a fee-based fiduciary. It offers wealth management, tax planning, estate planning, retirement and income planning, annuities, insurance, 401(k) planning and private markets investing under a single coordinated plan. Clients include investors, retirees and high-net-worth families. The firm employs 51–200 people and hires within the United States.

HeadquartersScottsdale, AZ

Company Size51–200 employees

Founded2012

Hiring MarketsUnited States

Frequently Asked Questions

What tech stack does Trajan Wealth use?

Trajan Wealth's stack includes Creatio CRM, NetSuite, Snowflake, React, React Native, Node.js, TypeScript, Python, Kotlin and Swift, with testing tools such as Playwright, Cypress, Selenium, Appium and k6.

Is Trajan Wealth hiring in finance?

Yes. Finance is the dominant hiring area, tied to building an FP&A function, consolidated reporting and KPI dashboards, with additional openings across engineering, support, HR and operations in the United States.

Where is Trajan Wealth headquartered?

Trajan Wealth is headquartered in Scottsdale, Arizona. It is a privately held RIA and family office founded in 2012 with 51–200 employees.

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How this profile is built

Trajan Wealth LLC's technology stack, projects, and hiring signals are inferred from public hiring and company data — career pages, public listings, and company web presence — then clustered and de-duplicated. Figures are estimates that refresh over time. Read our full methodology →

This is not an official vendor or customer list. It is a technology-adoption signal inferred from public data, intended for B2B research.