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Software Engineering · United States
Backend Engineer
REMOTE · Posted 10/28/2026 · Source checked 11/2/2026
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 transcripti
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