EP Wealth Advisors
As of 30 October 2026, EP Wealth Advisors has 54 open roles (15 new in 30 days), its finance & accounting team is hiring most, and its postings name Salesforce, Active Directory and Adobe Acrobat as the tools the team works in.
As of 30 October 2026 · refreshed daily · counts move as websites, DNS and career sites are re-read.
- Headquarters
- , , United States
- Employees
- 201-500 employees (linkedin)
- Sells to
- federal employees, professional athletes, high net worth families
- Certifications on site
- Site languages
- EN
- Career system
- Lever
EP Wealth Advisors in one screen
Read from epwealth.com: what the company does, the customers it names, the buyers we can actually see, and the companies that sell the same thing.
EP Wealth Advisors is a wealth management and financial planning firm that provides family office services, investment management, estate planning, and retirement planning for high net worth individuals and families. Its offerings include fiduciary services, asset allocation, equity investments, executive compensation planning, and divorce financial planning. It also serves specific client groups such as federal employees and professional athletes.
Named on the site: federal employees, professional athletes, high net worth families, women, high net worth individuals, families with complex finances.
Nearest companies by what they do, sell and whom they serve, 51+ employees. 570 scored.
What EP Wealth Advisors 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.
• Plan, build, and execute segment email campaigns in Salesforceues related to, but not limited to: Hardware (such as, laptops, desktops, peripherals), Software (Microsoft Office365, SharePoint, OneDrive, Adobe Acrobat), Active Directory account issues, Mobile Devices, and other enterprise applications.ues related to, but not limited to: Hardware (such as, laptops, desktops, peripherals), Software (Microsoft Office365, SharePoint, OneDrive, Adobe Acrobat), Active Directory account issues, Mobile Devices, and other enterprise applications.ues related to, but not limited to: Hardware (such as, laptops, desktops, peripherals), Software (Microsoft Office365, SharePoint, OneDrive, Adobe Acrobat), Active Directory account issues, Mobile Devices, and other enterprise applications.ues related to, but not limited to: Hardware (such as, laptops, desktops, peripherals), Software (Microsoft Office365, SharePoint, OneDrive, Adobe Acrobat), Active Directory account issues, Mobile Devices, and other enterprise applications.This role also leads the implementation and ongoing administration of Workday, serving as the FP&A team's primary system owner.• Own the Office of the Future program for bringing 55+ offices up to EP's new standards: Meraki to UniFi migration, security cameras, physical access control, updated equipment, a locking rack or locked closet, and secure print.• Own the Office of the Future program for bringing 55+ offices up to EP's new standards: Meraki to UniFi migration, security cameras, physical access control, updated equipment, a locking rack or locked closet, and secure print.Utilize advanced Excel functionalities and financial modeling techniques to enhance the accuracy and robustness of financial projections.• Demonstrated knowledge of CRM software and Microsoft Office including Word, Excel, PowerPoint, Outlook• Demonstrated knowledge of CRM software and Microsoft Office including Word, Excel, PowerPoint, Outlook• Demonstrated knowledge of CRM software and Microsoft Office including Word, Excel, PowerPoint, Outlook• Demonstrated knowledge of CRM software and Microsoft Office including Word, Excel, PowerPoint, OutlookVendors whose code loads on epwealth.com or whose records sit in its DNS. Page plumbing (libraries, fonts, consent banners) is left out.
54 open roles, 39 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 | 22 · 6 |
| IT operations & business systems | 4 · 1 |
| General management & consulting | 3 · 1 |
| Customer service & success | 2 · 1 |
| Business development & strategy | 1 · 0 |
| Legal, compliance & risk | 1 · 1 |
| Marketing & communications | 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 EP Wealth Advisors 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 EP Wealth Advisors
Nearest by what they do, what they sell and whom they sell to, 51+ employees. 6 of 570 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.
EP Wealth Advisors (, United States, 201-500 employees) has 54 open roles, 15 new in 30 days, and names 14 tools in its postings. (Breaknorm, 30 October 2026, https://breaknorm.co/company/epwealth.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 epwealth.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 Lever 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.
EP Wealth Advisors: questions
Does EP Wealth Advisors use Salesforce?
Yes, by the company's own words: 5 postings name it, first seen 2026-08-07, in the marketing & communications team.
Is EP Wealth Advisors hiring?
54 open roles as of 30 October 2026, 15 opened in the last 30 days and 3 closed. The largest team hiring is finance & accounting.
Where does this profile come from?
From epwealth.com itself: we crawled it on 2026-09-06, built the profile on 2026-09-12, and read its career site (Lever) hourly since. Headcount is from LinkedIn.
Who should I write to at EP Wealth Advisors?
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.
EP Wealth Advisors and 41.5M more,
read from the source
Look up any company by domain, with its hiring, stack and signals. Start free, no card.