Wolfe Research, LLC Tech Stack

Independent equity research platform with quantitative strategy and alternative data

Research Services New York, NY 201–500 employees Founded 2008 Privately Held

Wolfe Research is an independent equity research firm founded in 2008, operating across 11 global offices with 30+ analyst teams covering major sectors and specialized areas like quantitative strategy, economics, and policy. The tech stack is traditional (Excel, Bloomberg, FactSet, Salesforce, NetSuite) with Python and SQL present—typical for a research-and-advisory firm. The hiring mix is research-heavy (9 of 19 open roles), spanning mid to senior levels, with active projects around investment strategy, alternative asset management platforms, and portfolio analytics suggesting a shift toward in-house investible solutions beyond pure research.

Tech Stack 12 technologies

Core StackSalesforce NetSuite Python Excel PowerPoint Bloomberg FactSet Microsoft Access Microsoft Office Outlook SQL

What Wolfe Research, LLC Is Building

◆Challenges

Launching alternative asset management business
Limited resources for compliance
Building high-performing investment team
Scaling hybrid pe/vc platform
Seamless monthly close
Streamlining fund accounting processes
Improving nav reporting
Renewal risk
Client onboarding

▲Active Projects

Policy development and implementation
Annual rule 206(4)-7 review
Compliance training development
Investment strategy development
Deal origination pipeline
Portfolio management and value creation
Build out alternative asset management platform
Ad-hoc reporting
Firm conferences
Industry webcasts

Hiring Activity

Accelerating20 roles · 10 in 30d

Department

Research

Finance

Legal

Ops

Sales

Support

Seniority

Mid

Senior

Junior

Director

Notable leadership hires: Managing Director

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About Wolfe Research, LLC

Wolfe Research provides independent equity research and data services to institutional clients. The platform covers all major GICS sectors alongside portfolio strategy, economics, Washington policy, and specialized areas like special situations and technical analysis. A dedicated quantitative team (QES) delivers analytics, alternative data feeds, and risk-management tools. The firm operates across 11 cities globally (New York, London, Madrid, Sydney, Toronto, Boston, Mumbai, San Francisco, Los Angeles, Houston, Chicago, Miami) and currently employs 201–500 people. Recent project focus includes building an alternative asset management platform and scaling investment strategy capabilities.

HeadquartersNew York, NY

Company Size201–500 employees

Founded2008

Hiring MarketsUnited States

Frequently Asked Questions

What is Wolfe Research's tech stack?

Primary tools include Excel, PowerPoint, Bloomberg, FactSet, and Microsoft Office (Access, Outlook). Salesforce handles CRM, NetSuite manages operations, and Python and SQL support quantitative work.

Is Wolfe Research hiring?

Yes. 19 active roles across research (9), finance (5), legal (1), ops (1), sales (1), and support (1), with velocity accelerating. Positions span junior to director and VP levels, all based in the United States.

Where is Wolfe Research headquartered?

New York, NY. The firm also operates offices in London, Madrid, Sydney, Toronto, Boston, Mumbai, San Francisco, Los Angeles, Houston, Chicago, and Miami.