Tech stack
No one at Dean Financial Services has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
Fidelity
Per Form ADV · $146M held · filed Mar 2024
M
Matrix Trust
Per Form ADV · $96M held · filed Mar 2024