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Company · Wealth management general

Trajan Wealth

As of 1 November 2026, Trajan Wealth has 18 open roles (6 new in 30 days), its finance & accounting team is hiring most, and its postings name Bing, Meta Ads and Meta Business Suite as the tools the team works in.

As of 1 November 2026 · refreshed daily · counts move as websites, DNS and career sites are re-read.

Scottsdale, United States51-200 employees10M-50M revenue, est.B2C, B2Btrajanwealth.com ↗LinkedIn ↗
Headquarters
Scottsdale, Arizona, United States
Employees
51-200 employees (linkedin)
Sells to
small business owners, families
Certifications on site
Site languages
EN
Career system
Isolvedhire
18open roles · 6 new in 30 days
14tools named in postings
United Stateshiring locations
0change signals read in postings
02What they do, whom they sell to, who else does it

Trajan Wealth in one screen

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

What Trajan Wealth does

Trajan Wealth is a national wealth management firm that provides fiduciary wealth management, tax strategy, and estate planning for families and small business owners. Its offerings include custom portfolio design, retirement planning, living trusts, estate tax planning, asset protection, and 401(k) plans for small businesses. The firm is veteran-owned and operates as a coordinated family office of affiliated companies.

custom portfolio design401k rolloversliving trustsestate tax planningasset protection planning401k plans for small businesseslife insuranceannuities
Whom it sells to

Named on the site: small business owners, families.

Who else sells this

Nearest companies by what they do, sell and whom they serve, 51+ employees. 576 scored.

Reliance Wealth ManagementUnited States · 201-500 employeesMGD WealthAustralia · 51-200 employeesDakota Wealth ManagementUnited States · 51-200 employeesWealth EnhancementUnited States · 501-1000 employeesEMET WealthUnited States · 51-200 employeesNational Financial Alliance (NFA)United States · 51-200 employees
03Tech stack, with the evidence

What Trajan Wealth 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.

BingMarketing & communications · high confidence · 1 posting
• Own cross-channel digital reporting: Meta, LinkedIn, YouTube, Google Ads, and Bing - one source of truth for digital performance
Sr. Paid Social Media Campaign Strategist · first seen 2026-10-15
Meta AdsMarketing & communications · high confidence · 1 posting
This is a role for someone who is 100% proficient in Meta Ads, deeply analytical, and driven by the measurable growth of a brand they believe in.
Sr. Paid Social Media Campaign Strategist · first seen 2026-10-15
Meta Business SuiteMarketing & communications · high confidence · 1 posting
• Leverage Meta Business Suite, Ads Manager, pixel, and Conversions API (CAPI) at an expert level, including Meta business subscription features such as links in Reels and enhanced CTAs
Sr. Paid Social Media Campaign Strategist · first seen 2026-10-15
Conversions APIMarketing & communications · high confidence · 1 posting
• Leverage Meta Business Suite, Ads Manager, pixel, and Conversions API (CAPI) at an expert level, including Meta business subscription features such as links in Reels and enhanced CTAs
Sr. Paid Social Media Campaign Strategist · first seen 2026-10-15
MuleSoftSoftware engineering · high confidence · 1 posting
• Configure and tune our API gateway platform (MuleSoft).
Sr. Full Stack Engineer · first seen 2026-10-23
OpenAPISoftware engineering · high confidence · 1 posting
• Own the API lifecycle: design RESTful and event-driven APIs, manage versioning, deprecation, and backward compatibility, and curate the developer experience through OpenAPI/Swagger documentation and SDKs.
Sr. Full Stack Engineer · first seen 2026-10-23
ReactSoftware engineering · high confidence · 1 posting
• Design, build, and operate full-stack features end-to-end - from React/TypeScript front ends, through Node.js / Java / Python (or similar) backend services, to data persistence and event-driven integrations.
Sr. Full Stack Engineer · first seen 2026-10-23
SwaggerSoftware engineering · high confidence · 1 posting
• Own the API lifecycle: design RESTful and event-driven APIs, manage versioning, deprecation, and backward compatibility, and curate the developer experience through OpenAPI/Swagger documentation and SDKs.
Sr. Full Stack Engineer · first seen 2026-10-23
TypeScriptSoftware engineering · high confidence · 1 posting
• Design, build, and operate full-stack features end-to-end - from React/TypeScript front ends, through Node.js / Java / Python (or similar) backend services, to data persistence and event-driven integrations.
Sr. Full Stack Engineer · first seen 2026-10-23
Microsoft OfficeFinance & accounting · medium confidence · 12 postings
• Proficiency in Microsoft Office
Fiduciary Advisor - Salt Lake City Metro · first seen 2026-07-21
Amazon API Gatewaymedium confidence · 1 posting
• Direct experience with a commercial or open-source API management platform (MuleSoft, AWS API Gateway, Azure API Management or similar).
Sr. Full Stack Engineer · first seen 2026-10-23
Amazon ECSmedium confidence · 1 posting
• Cloud experience on AWS, Azure, or GCP, including containers (Docker), orchestration (Kubernetes or ECS).
Sr. Full Stack Engineer · first seen 2026-10-23
Amazon Web Servicesmedium confidence · 1 posting
• Cloud experience on AWS, Azure, or GCP, including containers (Docker), orchestration (Kubernetes or ECS).
Sr. Full Stack Engineer · first seen 2026-10-23
Azure API Managementmedium confidence · 1 posting
• Direct experience with a commercial or open-source API management platform (MuleSoft, AWS API Gateway, Azure API Management or similar).
Sr. Full Stack Engineer · first seen 2026-10-23
On the website or in DNS

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

facebook_pixelseen on trajanwealth.com
HubSpotseen on trajanwealth.comAnthropicseen on trajanwealth.comappleseen on trajanwealth.comCloudflareseen on trajanwealth.comexclaimerseen on trajanwealth.comMailgunseen on trajanwealth.com
Microsoft 365seen on trajanwealth.com
proofpoint_essentialsseen on trajanwealth.com
salesforce_account_engagementseen on trajanwealth.com
salesforce_marketing_cloudseen on trajanwealth.com
SendGridseen on trajanwealth.com
04Hiring

18 open roles, 16 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.

No change signals read in the current postings.

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

Sales, marketing and IT leaders by function. Add Trajan Wealth 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 Trajan Wealth

Nearest by what they do, what they sell and whom they sell to, 51+ employees. 6 of 576 scored.

Reliance Wealth ManagementWealth management general · United States201-500 employees
MGD WealthWealth management general · Australia51-200 employees
Dakota Wealth ManagementWealth management general · United States51-200 employees
Wealth EnhancementWealth management general · United States501-1000 employees
EMET WealthWealth management general · United States51-200 employees
National Financial Alliance (NFA)Wealth management general · United States51-200 employees
07Profile

From the company's own website

Legal nameTrajan Wealth
IndustryBusiness & finance services · Wealth management general
Offeringscustom portfolio design · 401k rollovers · living trusts · estate tax planning · asset protection planning · 401k plans for small businesses · life insurance · annuities
Target customerssmall business owners · families
Geographic scopenational · also Canada
Reviews foundgoogle_reviews
Public contact points1 role addresses · 3 phone numbers
Pages readprivacy, pricing, terms, team, locations, home, contact, about, leadership
Datescrawled 2026-09-09 · 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.

Trajan Wealth (Scottsdale, United States, 51-200 employees) has 18 open roles, 6 new in 30 days, and names 14 tools in its postings. (Breaknorm, 1 November 2026, https://breaknorm.co/company/trajanwealth.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 trajanwealth.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 Isolvedhire 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

Trajan Wealth: questions

Does Trajan Wealth use Bing?

Yes, by the company's own words: 1 posting name it, first seen 2026-10-15, in the marketing & communications team.

Is Trajan Wealth hiring?

18 open roles as of 1 November 2026, 6 opened in the last 30 days and 1 closed. The largest team hiring is finance & accounting.

Where does this profile come from?

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

Who should I write to at Trajan Wealth?

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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