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Company · Independent financial advisers

NorthRock Partners

As of 30 October 2026, NorthRock Partners 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 30 October 2026 · refreshed daily · counts move as websites, DNS and career sites are re-read.

Minneapolis, United States51-200 employees10M-50M revenue, est.B2Cnorthrockpartners.com ↗LinkedIn ↗
Headquarters
Minneapolis, Minnesota, United States
Employees
51-200 employees (linkedin)
Sells to
high net worth individuals, family office clients
Certifications on site
Site languages
EN
Career system
11open roles · 0 new in 30 days
9tools named in postings
United Stateshiring locations
0change signals read in postings
02What they do, whom they sell to, who else does it

NorthRock Partners in one screen

Read from northrockpartners.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 Partners does

NorthRock Partners is a financial advisory firm that provides investment management, tax advice, insurance protection, trust and estate planning, and philanthropy planning for individuals. Its Personal Office® platform delivers personalized advice across public and private investments, cash flow management, and family office support. Clients are located across the United States and throughout the world.

personal office platformpublic and private investmentsfamily office support
Whom it sells to

Named on the site: high net worth individuals, family office clients.

Who else sells this

Nearest companies by what they do, sell and whom they serve, 51+ employees. 588 scored.

NorthRock XUnited States · 51-200 employeesBeacon Pointe AdvisorsUnited States · 501-1000 employeesLenox AdvisorsUnited States · 201-500 employeesBridgewater Wealth & Financial ManagementUnited States · 51-200 employeesNational Financial Alliance (NFA)United States · 51-200 employeesMercer AdvisorsUnited States · 501-1000 employees
03Tech stack, with the evidence

What NorthRock Partners 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 · 4 postings
• Proficiency in Microsoft Office and Apple iOS mobile systems; strong general technology aptitude
Client Service Associate & Office Experience Coordinator · 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
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
Salesforcemedium confidence · 1 posting
• Maintain accurate and up-to-date client records in CRM systems such as Salesforce
Client Service Associate & Office Experience Coordinator · 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 northrockpartners.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 →

Open roles by team
open · new 30 d
Finance & accounting
7 · 0
Business development & strategy
1 · 0
Marketing & communications
1 · 0
Newest postings
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.

No change signals read in the current postings.

Decision makers at NorthRock Partners, with verified e-mails, and every change the moment it is posted.

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

Nearest by what they do, what they sell and whom they sell to, 51+ employees. 6 of 588 scored.

NorthRock XIndependent financial advisers · United States51-200 employees
Beacon Pointe AdvisorsWealth management general · United States501-1000 employees
Lenox AdvisorsIndependent financial advisers · United States201-500 employees
Bridgewater Wealth & Financial ManagementWealth management general · United States51-200 employees
National Financial Alliance (NFA)Wealth management general · United States51-200 employees
Mercer AdvisorsIndependent financial advisers · United States501-1000 employees
07Profile

From the company's own website

Legal nameNorthRock Partners
IndustryBusiness & finance services · Independent financial advisers
Offeringspersonal office platform · public and private investments · family office support
Target customershigh net worth individuals · family office clients
Geographic scopeinternational · also Canada
Reviews found
Public contact points1 role addresses · 1 phone numbers
Pages readpricing, terms, team, locations, home, careers, services
Datescrawled 2026-09-10 · profiled 2026-09-12 · hiring built 2026-10-27
Cite this

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

NorthRock Partners (Minneapolis, United States, 51-200 employees) has 11 open roles, 0 new in 30 days, and names 9 tools in its postings. (Breaknorm, 30 October 2026, https://breaknorm.co/company/northrockpartners.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 northrockpartners.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 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 Partners: questions

Does NorthRock Partners 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 Partners hiring?

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

Where does this profile come from?

From northrockpartners.com itself: we crawled it on 2026-09-10, built the profile on 2026-09-12, and read its career site () hourly since. Headcount is from LinkedIn.

Who should I write to at NorthRock Partners?

The people are behind the login: decision makers by function, verified at the mail server when you open them. 1 public role addresses from the site are there too.

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