VestGen Wealth Partners Tech Stack

Succession planning platform consolidating independent wealth advisors

Financial Services Chicago, Illinois 51–200 employees Founded 2024 Privately Held

VestGen consolidates retiring wealth advisors into a unified platform with shared operations, unified brand, and centralized finance—positioning itself as an alternative to traditional RIA roll-ups. The tech stack (Salesforce Financial Services Cloud, Snowflake, Azure, Power BI) and active projects signal heavy investment in data integration and operational automation; the pain-point list (client data accuracy, FP&A from scratch, acquisition onboarding speed) reveals the core friction of managing multiple advisory books and clients across a single system. Early-stage hiring velocity is accelerating across finance, data, and engineering.

Tech Stack 10 technologies

Core StackSalesforce Snowflake Power BI Power Platform Power Automate Microsoft Office Azure Salesforce Financial Services Cloud Microsoft 365 Lightning

What VestGen Wealth Partners Is Building

◆Challenges

Accurate client data maintenance
Building fp&a function from scratch
Streamlining reporting automation
Scaling finance processes
Scaling accounting processes
Erp optimization
Faster onboarding of acquisitions
Maintaining system availability
Ensuring data governance compliance

▲Active Projects

Fee analysis
Integration of acquired firms
Erp optimization
Automation of accounting processes
Modern data platform across snowflake and azure
Scalable data pipelines integrating core systems
Operational analytics and automation via trusted datasets and apis
Improving client onboarding processes
Enhancing salesforce release readiness

Hiring Activity

Accelerating6 roles · 4 in 30d

Department

Finance

Data

Engineering

Ops

Support

Seniority

Mid

Director

Manager

Senior

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About VestGen Wealth Partners

VestGen is a wealth management platform founded in 2024 that enables retiring independent financial advisors to transition their advisory businesses into a consolidated ecosystem. Rather than selling to a roll-up firm, advisors join VestGen's values-driven community, maintain client relationships, and benefit from shared operations (unified ADV, single finance function, shared brand) while retaining autonomy. The platform serves both retiring advisors seeking succession solutions and Gen2 wealth advisors entering the industry. Based in Chicago with 51–200 employees, VestGen integrates multiple acquired advisory practices and their client bases, requiring continuous work on data consolidation, client onboarding, and operational scaling.

HeadquartersChicago, Illinois

Company Size51–200 employees

Founded2024

Hiring MarketsUnited States

Frequently Asked Questions

What technology does VestGen use to manage client data?

VestGen uses Salesforce Financial Services Cloud as its core CRM, backed by Snowflake and Azure for data warehousing and analytics. Power BI and Power Platform handle reporting and workflow automation.

What is VestGen working on operationally?

Key projects include integrating acquired advisory firms, building a modern data platform on Snowflake and Azure, automating accounting and fee analysis processes, optimizing ERP systems, and improving client onboarding workflows.