Trajan Wealth LLC Tech Stack

Independent RIA firm scaling advisory practice through financial planning and wealth management

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

Trajan Wealth operates as a registered investment advisor focused on retirement planning and wealth management for high-net-worth clients. The tech stack reveals a hybrid operational model: core financial systems (NetSuite, Snowflake) paired with client-facing tools (HubSpot, React/TypeScript frontend), complemented by Adobe and Tableau for reporting. Hiring velocity is accelerating, but concentrated in finance (7 roles) and legal (3 roles) rather than engineering (1 role)—indicating growth is operationally constrained (scaling advisory, system alignment, cross-selling) rather than product-driven.

Tech Stack 32 technologies

Core StackNetSuite Snowflake React TypeScript Node.js Java Python MuleSoft Google Ads Google Analytics HubSpot Tableau Power BI Docker Bitbucket JavaScript AWS OneDrive Adobe Creatio ISolved OAuth 2.0 OIDC mTLS JWT OpenAPI Swagger Google Tag Manager Azure Isolved+2 more

What Trajan Wealth LLC Is Building

◆Challenges

Scaling advisory practice
Cross-selling financial products
Identifying estate planning needs
Asset transfer coordination
Expanding nationally
Developing new markets
Expanding local market presence
Building brand presence
Financial system alignment
System-wide improvements

▲Active Projects

Build and scale a local advisory practice
Lead educational seminars
Client portal training
Asset transfer coordination
Estate planning appointments
Develop client base through seminars and referrals
Financial system of record improvement
Bonus preparation and reporting
Financial planning policy implementation
Estate planning and tax services scheduling

Hiring Activity

Accelerating15 roles · 15 in 30d

Department

Finance

Legal

Sales

Engineering

Seniority

Senior

Mid

Director

Notable leadership hires: Finance Director

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About Trajan Wealth LLC

Trajan Wealth is an independent registered investment advisor headquartered in Scottsdale, Arizona, founded in 2012. The firm serves clients on retirement preparation, income planning, and estate planning through fiduciary advisors. Core service areas include 401(k) planning, annuities, insurance, tax planning, and trust administration. With 51–200 employees, Trajan operates as a locally anchored advisory practice and is actively scaling through client education seminars, referral development, and geographic expansion. The operational footprint spans financial management (NetSuite), client portals, asset coordination workflows, and business intelligence (Tableau, Power BI).

HeadquartersScottsdale, AZ

Company Size51–200 employees

Founded2012

Hiring MarketsUnited States

Frequently Asked Questions

What tech stack does Trajan Wealth use?

Core systems: NetSuite (financial system of record), Snowflake (data), Azure and AWS (cloud). Client platforms: React/TypeScript frontend, HubSpot (client communication). Analytics: Tableau, Power BI. Security: OAuth 2.0, OIDC, mTLS, JWT. Integration: MuleSoft, OpenAPI.

What is Trajan Wealth working on?

Client acquisition and retention through educational seminars and referral networks. Operational scaling: estate planning scheduling, asset transfer coordination, client portal training, and financial system alignment. Geographic expansion and local market development.

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.