Trajan Wealth LLC Tech Stack

Fiduciary wealth management and retirement planning for independent advisors

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

Trajan Wealth is a fiduciary wealth-management firm built around custom retirement planning, income strategies, and estate planning for high-net-worth clients. The tech stack reveals a marketing-first operational priority: HubSpot + Marketo + Pardot for lead nurturing, Creatio CRM for client lifecycle, Tableau + Power BI for performance analytics, and heavy reliance on paid digital channels (Google Ads, Meta, YouTube). Active hiring skews toward marketing (5 roles) and finance (4), with projects focused on Creatio customization and short-form advertising strategy—indicating a deliberate shift toward digital client acquisition and brand presence.

Tech Stack 28 technologies

Core StackGoogle Ads Google Analytics HubSpot Tableau Power BI Docker Bitbucket JavaScript AWS Snowflake NetSuite Python Marketo Pardot Meta YouTube Google Tag Manager SQL Creatio Azure HTML CSS Outlook Word Excel PowerPoint Microsoft Office Adobe

What Trajan Wealth LLC Is Building

◆Challenges

Growth and client satisfaction
Data quality and consistency across marketing tracking
Optimizing marketing efforts
Campaign measurement strategy
Media spend roi maximization
Fiduciary compliance oversight
Meeting cpl/cpa goals
Scaling lead generation
Optimizing media spend
Expanding footprint

▲Active Projects

Creatio crm system development and maintenance
Api integrations between creatio crm and external systems
Customizing quik! forms
Short-form advertising strategy
Program-length paid programming strategy
Unified brand presence across channels
Client base development
Financial needs evaluation
Financial plan creation
Evolve creatio platform

Hiring Activity

Accelerating15 roles · 7 in 30d

Department

Marketing

Finance

Legal

Engineering

Executive

Sales

Seniority

Mid

Senior

C-Level

Director

Notable leadership hires: Media Director, Chief Technology Officer

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About Trajan Wealth LLC

Trajan Wealth, headquartered in Scottsdale, Arizona, is a registered investment advisor offering comprehensive wealth management to clients preparing for and navigating retirement. The firm specializes in retirement planning, income planning, annuities, insurance, 401(k) planning, estate planning, tax planning, trusts, and wills. Operating since 2012 with 51–200 employees, Trajan Wealth positions itself around fiduciary obligations and financial education. The current hiring velocity and project mix—emphasizing marketing infrastructure, Creatio CRM evolution, and media strategy—suggest an expansion phase focused on scaling client acquisition and operational efficiency.

HeadquartersScottsdale, AZ

Company Size51–200 employees

Founded2012

Hiring MarketsUnited States

Frequently Asked Questions

What tech stack does Trajan Wealth use?

Trajan Wealth runs on Creatio (CRM), HubSpot, Marketo, and Pardot for client and lead management; Tableau and Power BI for analytics; NetSuite for operations; and Azure and AWS for infrastructure. Marketing relies on Google Ads, Meta, and YouTube.

What is Trajan Wealth working on?

Active projects include Creatio CRM development and external API integrations, short-form advertising strategy, program-length paid programming, unified brand presence, and financial needs evaluation workflows. Challenges center on lead generation scaling, media ROI, data quality in marketing tracking, and fiduciary compliance oversight.