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Company · Independent financial advisers

NorthRock X

As of 3 November 2026, NorthRock X has 11 open roles (0 new in 30 days), its finance & accounting team is hiring most, and its postings name CCH, Microsoft Office and CCH Axcess 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.

, United States51-200 employees10M-50M revenue, est.B2C, B2Bnorthrock-x.com ↗LinkedIn ↗
Headquarters
, , United States
Employees
51-200 employees (linkedin)
Sells to
athletes, executives, entertainers
Certifications on site
Site languages
EN
Career system
Ukg_ready
11open roles · 0 new in 30 days
9tools named in postings
United Stateshiring locations
2change signals read in postings
02What they do, whom they sell to, who else does it

NorthRock X in one screen

Read from northrock-x.com: what the company does, the customers it names, the buyers we can actually see, and the companies that sell the same thing.

What NorthRock X does

NorthRock X is a financial and lifestyle advice firm that serves athletes, executives, entertainers, entrepreneurs, and high net worth individuals and families. It offers wealth management, private investments, career mapping, property management, lending and credit, and community engagement through a Personal Office approach. It is a division of NorthRock Partners.

personal office approachcustomized servicesbespoke lifestyle management
Whom it sells to

Named on the site: athletes, executives, entertainers, entrepreneurs, high net worth individuals and families, high net worth individuals.

Who else sells this

Nearest companies by what they do, sell and whom they serve, 51+ employees. 593 scored.

NorthRock PartnersUnited States · 51-200 employeesNorthern TrustUnited States · 10,001+ employeesMcDermott Wealth ManagementUnited States · 51-200 employeesElevation Wealth Partners GroupUnited States · 51-200 employeesNortheast Planning Associates, Inc.United States · 51-200 employeesThe Wealth Planning GroupCanada · 51-200 employees
03Tech stack, with the evidence

What NorthRock X 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.

CCHFinance & accounting · high confidence · 3 postings
• Develop proficiency with tax preparation, research, and workflow technology, including CCH and other tax software.
Tax Associate · first seen 2026-10-26
Microsoft OfficeFinance & accounting · medium confidence · 5 postings
• Experience with CRM systems (Salesforce preferred) and strong proficiency in Microsoft Office and mobile technology
Client Service Associate · first seen 2026-10-26
CCH AxcessFinance & accounting · medium confidence · 3 postings
• Proficiency with professional tax preparation, research, and workflow systems, including CCH Axcess and BNA.
Tax Director · first seen 2026-10-26
SalesforceCustomer service & success · medium confidence · 2 postings
• Maintain accurate, up-to-date client records in CRM (Salesforce), including documentation of interactions and service outcomes
Client Service Associate · first seen 2026-10-26
eMoneyFinance & accounting · medium confidence · 1 posting
• Strong proficiency with financial planning software such as eMoney, MoneyGuidePro, or RightCapital, along with CRM systems and Microsoft Office Suite
Paraplanner · first seen 2026-10-26
iOSmedium confidence · 1 posting
• Proficiency in Microsoft Office and Apple iOS mobile systems; strong general technology aptitude
Client Service Associate & Office Experience Coordinator · first seen 2026-10-26
MoneyGuideProFinance & accounting · medium confidence · 1 posting
• Strong proficiency with financial planning software such as eMoney, MoneyGuidePro, or RightCapital, along with CRM systems and Microsoft Office Suite
Paraplanner · first seen 2026-10-26
RightCapitalFinance & accounting · medium confidence · 1 posting
• Strong proficiency with financial planning software such as eMoney, MoneyGuidePro, or RightCapital, along with CRM systems and Microsoft Office Suite
Paraplanner · first seen 2026-10-26
UltraTax CSFinance & accounting · medium confidence · 1 posting
• Experience using tax preparation software such as ProSystem, GoSystem, UltraTax, CCH, or similar platforms.
Tax Associate · first seen 2026-10-26
On the website or in DNS

Vendors whose code loads on northrock-x.com or whose records sit in its DNS. Page plumbing (libraries, fonts, consent banners) is left out.

04Hiring

11 open roles, 0 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 →

05Signals

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.

practice_changed
work_policy practice (work_authorization) appeared in this company's postings
· · 2026-11-02
practice_changed
background_check practice (background_check) appeared in this company's postings
· · 2026-11-02
Decision makers at NorthRock X, with verified e-mails, and every change the moment it is posted.

Sales, marketing and IT leaders by function. Add NorthRock X 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.

06Lookalikes

Companies like NorthRock X

Nearest by what they do, what they sell and whom they sell to, 51+ employees. 6 of 593 scored.

NorthRock PartnersIndependent financial advisers · United States51-200 employeesNorthern TrustWealth management general · United States10,001+ employees
McDermott Wealth ManagementWealth management general · United States51-200 employees
Elevation Wealth Partners GroupWealth management general · United States51-200 employees
Northeast Planning Associates, Inc.Independent financial advisers · United States51-200 employees
The Wealth Planning GroupIndependent financial advisers · Canada51-200 employees
07Profile

From the company's own website

Legal nameNorthRock X
IndustryBusiness & finance services · Independent financial advisers
Offeringspersonal office approach · customized services · bespoke lifestyle management
Target customersathletes · executives · entertainers · entrepreneurs · high net worth individuals and families · high net worth individuals
Geographic scopeunknown · also Canada
Reviews found
Public contact points0 role addresses · 1 phone numbers
Pages readhome
Datescrawled 2026-09-09 · profiled 2026-09-12 · hiring built 2026-11-02
Cite this

Quote the sentence with the date and the link. The numbers change daily; the link always shows the current ones.

NorthRock X (, United States, 51-200 employees) has 11 open roles, 0 new in 30 days, and names 9 tools in its postings. (Breaknorm, 3 November 2026, https://breaknorm.co/company/northrock-x.com)
How we know

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 northrock-x.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 Ukg_ready 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.
FAQ

NorthRock X: questions

Does NorthRock X use CCH?

Yes, by the company's own words: 3 postings name it, first seen 2026-10-26, in the finance & accounting team.

Is NorthRock X hiring?

11 open roles as of 3 November 2026, 0 opened in the last 30 days and 1 closed. The largest team hiring is finance & accounting.

Where does this profile come from?

From northrock-x.com itself: we crawled it on 2026-09-09, built the profile on 2026-09-12, and read its career site (Ukg_ready) hourly since. Headcount is from LinkedIn.

Who should I write to at NorthRock X?

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.

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