Annex Wealth Management
As of 3 November 2026, Annex Wealth Management has 10 open roles (3 new in 30 days), its finance & accounting team is hiring most, and its postings name CCH Axcess, eMoney and Holistiplan as the tools the team works in.
As of 3 November 2026 · refreshed daily · counts move as websites, DNS and career sites are re-read.
- Headquarters
- Appleton, Wisconsin, United States
- Employees
- 51-200 employees (linkedin)
- Sells to
- individuals and families, businesses and non-profits, executives
- Certifications on site
- Site languages
- EN
- Career system
- Paylocity
Annex Wealth Management in one screen
Read from annexwealth.com: what the company does, the customers it names, the buyers we can actually see, and the companies that sell the same thing.
Annex Wealth Management is a fee-only fiduciary wealth management firm that provides comprehensive financial planning, investment management, tax and estate planning, and 401(k) plan services for individuals, families, businesses and non-profits. Its offerings include legacy and philanthropy planning, executive compensation alignment, and foundation and endowment investment strategies. It serves clients across Wisconsin, Illinois and Florida.
Named on the site: individuals and families, businesses and non-profits, executives, families with $5M+ investable assets, families with $500k–$5M in investable assets.
Nearest companies by what they do, sell and whom they serve, 51+ employees. 550 scored.
What Annex Wealth Management says it runs
Tools named in the company's own postings as the team's systems, with the sentence that says so. What the website and DNS show is listed separately.
• Tax Preparation Support – Help with tax preparation, including data entry and initial preparation of individual tax returns in CCH Axcess to be reviewed by senior resources.Salesforce, Hubspot, Black Diamond/Orion, Holistiplan, Emoney, etc).Salesforce, Hubspot, Black Diamond/Orion, Holistiplan, Emoney, etc).Salesforce, Hubspot, Black Diamond/Orion, Holistiplan, Emoney, etc).Salesforce, Hubspot, Black Diamond/Orion, Holistiplan, Emoney, etc).• Expert user in LinkedIn & Greenhouse (Paylocity preferred)• Creative Talent Sourcing: Proactively identify and engage top talent through innovative sourcing strategies, including LinkedIn, professional networks, industry events, employee referrals, and niche talent communities.• Software Competency: Advanced Excel and QuickBooks accounting system skills for managing, analyzing, and reporting financial data, prior experience with Salesforce is helpful• Software Competency: Advanced Excel and QuickBooks accounting system skills for managing, analyzing, and reporting financial data, prior experience with Salesforce is helpfulSalesforce, Hubspot, Black Diamond/Orion, Holistiplan, Emoney, etc).• Expert user in LinkedIn & Greenhouse (Paylocity preferred)Vendors whose code loads on annexwealth.com or whose records sit in its DNS. Page plumbing (libraries, fonts, consent banners) is left out.
10 open roles, 5 opened in 90 days
Read hourly from the company's career system. Open roles and new roles in the last 30 days, by team. Companies hiring finance & accounting in United States →
| open · new 30 d | |
|---|---|
| Finance & accounting | 5 · 0 |
| Customer service & success | 3 · 1 |
| Human resources | 1 · 1 |
| Legal, compliance & risk | 1 · 1 |
What is changing, read from the postings
Intents are events the employer states about itself, each with the sentence and the posting it came from.
No change signals read in the current postings.
Sales, marketing and IT leaders by function. Add Annex Wealth Management to a monitor and get a webhook when a role opens, a tool appears or a signal is read.
Start free, no card. The first 20 are above; e-mails are verified at the mail server when you open them.
Companies like Annex Wealth Management
Nearest by what they do, what they sell and whom they sell to, 51+ employees. 6 of 550 scored.
From the company's own website
Quote the sentence with the date and the link. The numbers change daily; the link always shows the current ones.
Annex Wealth Management (Appleton, United States, 51-200 employees) has 10 open roles, 3 new in 30 days, and names 11 tools in its postings. (Breaknorm, 3 November 2026, https://breaknorm.co/company/annexwealth.com)
Read from the source, not self-reported
Every number on this page can be traced to a page we crawled or a posting we read. Full methodology →
- ProfileBuilt from annexwealth.com: summary, offerings, customers, certifications and contact points are extracted from its pages, with a confidence score per field.
- HiringRead hourly from the company's Paylocity career site; reposts collapse into one record.
- Tech stackTools the employer's own text names as the team's systems, with the quote; website scripts counted separately.
- HeadcountLinkedIn where known, otherwise estimated from the site.
Annex Wealth Management: questions
Does Annex Wealth Management use CCH Axcess?
Yes, by the company's own words: 2 postings name it, first seen 2026-10-30, in the finance & accounting team.
Is Annex Wealth Management hiring?
10 open roles as of 3 November 2026, 3 opened in the last 30 days and 2 closed. The largest team hiring is finance & accounting.
Where does this profile come from?
From annexwealth.com itself: we crawled it on 2026-09-06, built the profile on 2026-09-12, and read its career site (Paylocity) hourly since. Headcount is from LinkedIn.
Who should I write to at Annex Wealth Management?
The people are behind the login: decision makers by function, verified at the mail server when you open them. 0 public role addresses from the site are there too.
Get this company your way
The same data as a search, over MCP and the API, as bulk files, or pushed to you as it changes.
Annex Wealth Management and 41.5M more,
read from the source
Look up any company by domain, with its hiring, stack and signals. Start free, no card.