Insights

Niche Wealth Management Hapanowicz & Associates operates as a highly personalized wealth management firm catering to individual and family clients, presenting an opportunity to offer specialized financial planning services and advanced wealth management solutions tailored to high-net-worth individuals.

Digital Engagement Tools Utilizing digital platforms such as WordPress, LinkedIn Ads, and Microsoft Clarity indicates the firm’s focus on online engagement and digital marketing, suggesting potential for expanding digital advisory services and targeted online financial solutions.

Investment Focus The recent $926K investment in UPS demonstrates the company’s active participation in strategic investments, opening doors to offer institutional investment advisory, portfolio management, and corporate finance services to firms with similar investment activity.

Regulatory Reach Operating across multiple states including PA, FL, VA, and others, the firm’s regional presence provides an avenue for tailored financial products, compliance-based services, and regional market expansion strategies.

Financial Profile With revenue estimates between $1M and $10M and a small team size, there is an opportunity to introduce scalable financial technology solutions, back-office support, and growth-oriented service packages to enhance operational efficiency and client acquisition.

Hapanowicz & Associates Tech Stack

Hapanowicz & Associates uses 8 technology products and services including LinkedIn Ads, Microsoft Clarity, WordPress, and more. Explore Hapanowicz & Associates's tech stack below.

  • LinkedIn Ads
    Advertising
  • Microsoft Clarity
    Analytics
  • WordPress
    Content Management System
  • Font Awesome
    Font Scripts
  • X-XSS-Protection
    Security
  • reCAPTCHA
    Security
  • Bootstrap
    UI Frameworks
  • HTTP/3
    Web & Portal Technology

Hapanowicz & Associates's Email Address Formats

Hapanowicz & Associates uses at least 1 format(s):
Hapanowicz & Associates Email FormatsExamplePercentage
FLast@hapanowicz-associates.comJDoe@hapanowicz-associates.com
87%
First.Last@hapanowicz-associates.comJohn.Doe@hapanowicz-associates.com
13%

Frequently Asked Questions

Where is Hapanowicz & Associates's headquarters located?

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Hapanowicz & Associates's main headquarters is located at Pittsburgh, Pennsylvania United States. The company has employees across 1 continents, including North America.

What is Hapanowicz & Associates's phone number?

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You can contact Hapanowicz & Associates's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Hapanowicz & Associates's official website and social media links?

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Hapanowicz & Associates's official website is hapanowicz-associates.com and has social profiles on LinkedIn.

What is Hapanowicz & Associates's NAICS code?

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Hapanowicz & Associates's NAICS code is 52 - Finance and Insurance.

How many employees does Hapanowicz & Associates have currently?

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As of January 2026, Hapanowicz & Associates has approximately 1 employees across 1 continents, including North America. Key team members include President: R. H.Director Of Operations: R. B.Certified Financial Planner: C. D.. Explore Hapanowicz & Associates's employee directory with LeadIQ.

What industry does Hapanowicz & Associates belong to?

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Hapanowicz & Associates operates in the Financial Services industry.

What technology does Hapanowicz & Associates use?

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Hapanowicz & Associates's tech stack includes LinkedIn AdsMicrosoft ClarityWordPressFont AwesomeX-XSS-ProtectionreCAPTCHABootstrapHTTP/3.

What is Hapanowicz & Associates's email format?

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Hapanowicz & Associates's email format typically follows the pattern of FLast@hapanowicz-associates.com. Find more Hapanowicz & Associates email formats with LeadIQ.
Hapanowicz & Associates logo

Hapanowicz & Associates

Financial ServicesPennsylvania, United States0-1 Employees

Hapanowicz & Associates is a financial services firm based in Pittsburgh, Pennsylvania, focused on wealth management for individuals and families. The firm emphasizes clear communication and objective guidance to help clients navigate a complex financial environment, with an approach that aims to keep clients informed and involved so their plans remain aligned with evolving needs. Positioned in the wealth management space, it offers investment advice and related services through a registered entity that works with LPL Financial, while operating separately as Hapanowicz & Associates Financial Services, Inc. The company underscores its role in simplifying wealth management to allow clients to focus on personal priorities, and it has engaged in investment activity such as capital placements in notable public companies. The organization appears to operate with a very small local footprint and is associated with a broader network of financial services professionals through its affiliation with LPL Financial.

Section iconCompany Overview

Headquarters
Pittsburgh, Pennsylvania United States
Phone number
NAICS Code
52 - Finance and Insurance
Employees
0-1

Section iconFunding & Financials

  • $1M$10M

    Hapanowicz & Associates's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Hapanowicz & Associates's revenue is estimated to be in the range of $1M$10M

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