Fullstack Engineer

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.

• 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.

• 4-6 years of fullstack engineering experience with exposure to both frontend and backend development.

• Solid fundamentals in web development, including JavaScript/TypeScript, modern frontend frameworks (React preferred), API design, and working with databases.

• Comfortable working across the full stack - you may have a preference but can contribute effectively on both frontend and backend work.

• Collaborative mindset and strong communication skills - you work effectively with teammates and ask good questions when you need clarity.

• Eager to learn and grow your technical skills - you're curious about new technologies and open to feedback.

• Self-directed and capable of owning features with minimal oversight, while knowing when to ask for input or guidance.

• Bias toward shipping and iteration - you balance getting things done with building things well.

• 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.