Wealthspire Tech Stack
Wealth management platform integrating advisory, retirement, and family office services
Wealthspire operates a multi-service wealth platform across 40+ offices serving individuals, families, endowments, and institutions in the US, Canada, and UK. The tech stack reveals an enterprise heavily invested in Microsoft infrastructure (Dynamics 365, Azure, Microsoft 365) with active adoption of cloud-native tooling (Terraform, ARM, Bicep, PowerShell) — signaling a systematic migration to cloud-first operations. A spike in engineering hiring (65 roles) paired with infrastructure-focused projects (Azure landing zones, governance, carve-outs/M&A integrations) indicates the firm is scaling internal platform capability to support scale, likely ahead of future acquisitions.
Tech Stack 41 technologies
What Wealthspire Is Building
◆Challenges
- Hybrid workforce
- Carve-outs and m&a integrations
- M&a integration
- Secure, resilient, scalable cloud foundation
- Scalable end-user environment
- Future m&a activity
- Cloud-first strategy
- Improve service reliability
- Ensuring secure resilient cloud foundation
- Secure collaboration environment
▲Active Projects
- Carve-outs and m&a integrations
- Microsoft 365 and azure-based workplace infrastructure
- Design and build azure cloud infrastructure
- Modern cloud-first strategy
- Support enterprise applications and data platforms
- M&a integration
- Implement azure governance
- Future m&a activity
- Azure landing zones
- Rfp rfi response programs
Hiring Activity
Department
Seniority
Notable leadership hires: Chief Information Security Officer, Cybersecurity Director
