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Freestone Capital Management

Independent wealth management firm providing personalized financial planning services.

Discussion
financial-serviceswealth-management
freestonecapital.com ↗

Company facts

Founded
1999
Employees
120
Headquarters
United States
Type
Private
Funding
Private Equity · $40M · 2012
Subsidiaries
Freestone Investments LLC, Freestone Asset Management, Freestone Advisors LLC
4 jobs
Freestone Capital Management
8 hours ago

Marketing Coordinator

NewBe an early applicant North America
United States

Who We Are At Freestone, we believe in making a meaningful difference by focusing on what truly matters to our clients. With a 27-year history of consistent growth and success, we are an independent wealth and asset…
Apply
Freestone Capital Management
13 hours ago

Portfolio Manager, Traditional Investments

Open 76d North America
United States

Who We Are At Freestone, we believe in making a meaningful difference by focusing on what truly matters to our clients. With a 27-year history of consistent growth and success, we are an independent wealth and asset…
Apply
Freestone Capital Management
9 views 2 weeks ago

AI & Automation Engineer

Open 100d North America
United States

Builds and maintains integrations between financial systems (CRM, Microsoft 365, e-signature, banking APIs) and automates document-heavy workflows using AI (e.g., Claude) to extract data from PDFs and forms, ensuring auditability and compliance in a regulated wealth management environment.

AI API Automation CRM C# +13 skills
130K – 185K $
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Freestone Capital Management
2 weeks ago

Operations Analyst

North America
United States

Who We Are At Freestone, we believe in making a meaningful difference by focusing on what truly matters to our clients. With a 27-year history of consistent growth and success, we are an independent wealth and asset…

AI Analytics Automation CRM Financial Reporting +2 skills
 Sign in to see your match
Apply

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