Fullstack Engineer

About Us 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 . Role Details Role overview: 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. Where you'll make an impact: 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 review