Valmark Financial Group Tech Stack

Broker-dealer and RIA platform for wealth advisors and financial planners

Financial Services Akron, Ohio 51–200 employees Founded 1963 Privately Held

Valmark Financial Group operates a broker-dealer and registered investment advisor network serving independent wealth management firms. The tech stack is predominantly legacy financial services infrastructure (Pershing NetX360) paired with office productivity tools, with no active adoption of newer platforms — typical of firms whose competitive edge sits in regulatory compliance and advisor relationships rather than proprietary software. Hiring velocity is accelerating across ops and finance roles, and the pain-point list (complex custodial requests, policy procedure changes, reducing errors, automating manual tasks) suggests internal process maturity is a bottleneck as the firm scales.

Tech Stack 17 technologies

Core StackAsana DocuSign Java .NET Python JavaScript QuickBooks Outlook Egnyte Excel Word Microsoft Office Pershing NetX360 Constant Contact CRM SQL QuickBooks Payroll

What Valmark Financial Group Is Building

◆Challenges

Simplifying complexity
Managing competing priorities
Complex custodial requests
Policy procedure changes
High volume tasks
Reducing errors
Optimizing workflows
Reducing exceptions
Automating manual tasks
Improving overall efficiency

▲Active Projects

Social media & marketing support
Application processing & product support
City-reaching events
Public office campaigns

Hiring Activity

Accelerating10 roles · 6 in 30d

Department

Ops

Finance

Executive

Compliance

Engineering

Seniority

Mid

Senior

Junior

Intern

Manager

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About Valmark Financial Group

Founded in 1963, Valmark Financial Group is a privately held financial services firm based in Akron, Ohio. The company operates as a broker-dealer, registered investment advisor, and insurance agency, providing life insurance, investment advisory, risk management, and retirement plan products to independent financial advisors and wealth management firms. The firm serves as a back-office and compliance backbone for entrepreneurial advisory practices, handling custodial operations, product support, and regulatory infrastructure. With 51–200 employees and active projects spanning application processing, marketing support, and public-facing events, the company combines traditional financial services operations with advisory-facing business development.

HeadquartersAkron, Ohio

Company Size51–200 employees

Founded1963

Hiring MarketsUnited States

Frequently Asked Questions

What is Valmark Financial Group's tech stack?

Pershing NetX360 for custodial operations, Microsoft Office suite (Outlook, Word, Excel), DocuSign, Asana, QuickBooks, CRM, and development languages including Java, .NET, Python, and JavaScript.

What are Valmark Financial Group's main operational challenges?

The company cites complex custodial requests, policy procedure changes, high-volume task management, error reduction, workflow optimization, and automation of manual processes as key pain points.