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We're looking for a fullstack engineer to build features across our platform. You'll own end-to-end delivery of product workflows, working across frontend interfaces and backend services to help financial advisors manage client data seamlessly across their tech stack.
The financial advisory industry is a $80T market in the US, but has seen little technological innovation compared to the self-service market (Robinhood, Betterment, Wealthfront, SoFi). 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 .
We're looking for a fullstack engineer to build features across our platform. You'll own end-to-end delivery of product workflows, working across frontend interfaces and backend services to help financial advisors manage client data seamlessly across their tech stack.
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Build and ship features end-to-end, working across React, Node.js and Golang.
Develop user-facing workflows including data collection forms, reporting interfaces, and account management experiences that handle complex financial data.
Implement backend APIs and services that power our data syncing and orchestration capabilities, ensuring reliable data flow across systems.
Write well-tested, maintainable code and participate in code reviews, contributing to the team's technical quality and standards.
Collaborate with Product, Design, and other engineers to break down requirements, identify technical approaches, and deliver solutions efficiently.
Debug and resolve production issues across the stack, ensuring system reliability for our customers.
Experience building B2B SaaS products or working in fintech/financial services.
Exposure to building integrations, working with third-party APIs, or data transformation pipelines.
Background at startups where you had to wear multiple hats and ship features independently.
Experience with testing frameworks and writing automated tests for both frontend and backend code.
Interest in using AI tools to improve your development workflow and productivity.
Our tech stack: React, TypeScript, Node.js, Fastify, Golang, PostgreSQL
We’re a highly experienced team with a track record of successfully building together. We’re well-versed in building for the best tech companies and asset managers.
We’re a well-funded company backed by top-tier investors.
We're laser-focused on customers and believe that a world-class user experience is critical for product and business success.
We move fast, iterate quickly, and have a high bar for what “excellent” looks like.
Wealthtech data-orchestration software helps financial advisors automate onboarding, open accounts, and synchronize client data across their systems.
Visit company websiteJobs and hiring trendsFull-time
Mid · 4+ years experience
Hybrid
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