Client data management is a universally painful and expensive problem for financial advisors.
Today, advisors manually collect, update, and utilize client data across the 7-10 software tools that they use to run their business.
Data transcription and translation across systems is time-consuming and error-prone, leading to costly inefficiencies and embarrassing client-facing problems.
Managing data access control, audit logs, and compliance is a constant challenge, particularly in larger organizations.
We are building the first wealth tech data orchestration company.
We sync client data across a financial advisor's tech stack, unlocking the efficiency of a fully-integrated software suite with the choice of tools that best fit their business.
We are laser-focused on enabling the best technology experiences for advisors and unlocking the potential of the entire wealth tech software ecosystem.
We’re an experienced team of start-up operators with deep roots in both tech and advisory.
You can learn more about us on our website.
Role Details Role overview: We’re looking for an experienced fullstack engineer who can lead the development of our early product.
You'll help evolve our engineering culture, take end-to-end ownership over the features that you build, and heavily influence the product roadmap and architecture decisions.
Where you'll make an impact: Lead areas of development critical to the business, building features such as: self-service onboarding, data blending and deconfliction, and digital account opening.
As an early employee, you'll have a large role to play in shaping the company's technical vision and product roadmap.
Help us build and maintain a strong (and enjoyable!) developer experience.