Wellington-Altus Tech Stack

Canadian investment dealer serving high-net-worth clients and advisors

Financial Services Winnipeg, Manitoba 501–1,000 employees Founded 2017 Privately Held

Wellington-Altus operates a multi-office investment dealer managing $45B in assets under administration, built on a legacy Microsoft + Bloomberg stack. The project list—information security roadmap, cyber security program, advisor training, business process scaling—reveals a firm prioritizing operational maturity and compliance infrastructure over technology innovation. Hiring skews toward finance, legal, and ops roles, consistent with a regulated wealth-management business consolidating internal systems rather than shipping new products.

Tech Stack 16 technologies

Core StackDocuSign Cisco Power BI Power Automate Smartsheet Envestnet Word Excel PowerPoint Teams Outlook Microsoft Office Bloomberg SharePoint LexisNexis Westlaw

What Wellington-Altus Is Building

◆Challenges

Operational process inefficiencies
Improving compliance system efficiency
Trade discrepancies
Monitoring higher risk accounts
Protecting data from cyber-attacks
Ensuring secure technology stacks
Managing identity access policies
Driving life insurance sales
Identifying sales opportunities
Maintaining client satisfaction

▲Active Projects

Information security and privacy roadmap
Model marketplace integrations
Cyber security & privacy program
New advisor training initiatives
National business development strategy
Cross-selling group retirement leads
Scaling business processes
Wapw projects
Transition of new households to corporately managed investment solutions
Client risk assessments

Hiring Activity

Steady40 roles · 15 in 30d

Department

Finance

Legal

Ops

Support

Engineering

Sales

Compliance

Security

Seniority

Mid

Senior

Junior

Intern

Manager

Lead

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About Wellington-Altus

Wellington-Altus is a Canadian investment dealer founded in 2017, headquartered in Winnipeg with offices across the country. The firm serves high-net-worth clients through a network of independent advisors and provides holistic wealth advice, private investment counsel, and financial planning. With 501–1,000 employees and $45B in assets under administration, the company operates in the regulated wealth-management space, where compliance, risk management, and client asset protection are primary operational drivers.

HeadquartersWinnipeg, Manitoba

Company Size501–1,000 employees

Founded2017

Hiring MarketsCanada

Frequently Asked Questions

What is Wellington-Altus's tech stack?

Envestnet, Bloomberg, Power BI, Power Automate, DocuSign, Cisco, Teams, SharePoint, LexisNexis, and Westlaw form the core infrastructure—primarily Microsoft Office 365 and financial/legal compliance platforms.

What is Wellington-Altus working on?

Priority projects include information security and privacy roadmap, cyber security and privacy program, advisor training, business process scaling, and transition of household accounts to managed solutions.