Insights

Wealth Tech Integration Opportunity to offer modern wealth management technology integration services and enhanced digital client experience for a firm focused on comprehensive wealth management.

Small Firm Growth As a near micro-sized advisory with revenue in the low seven figures, there is potential to scale offerings, onboarding support, and back-office services to improve efficiency.

Strategic Investment Recent investment activity in public equities (UPS) suggests appetite for formal investment research, portfolio construction, and access to institutional-grade investment tools.

Regulatory and Compliance Securities and investment advisory operations imply need for compliance frameworks, custodial relationships, and RIA support to streamline audit readiness and regulatory reporting.

Targeted Outreach Location in Pittsburgh with multi-state registrations indicates potential for regional client acquisition initiatives, financial planning services expansion, and partnerships with local employers or communities.

Hapanowicz & Associates Tech Stack

Hapanowicz & Associates uses 8 technology products and services including Google Ads, Linkedin Insight Tag, Cloudflare, and more. Explore Hapanowicz & Associates's tech stack below.

  • Google Ads
    Advertising
  • Linkedin Insight Tag
    Analytics
  • Cloudflare
    Content Management System
  • Google Fonts API
    Font Scripts
  • reCAPTCHA
    Security
  • HSTS
    Security
  • Bootstrap
    UI Frameworks
  • X-Content-Type-Options
    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
88%
First.Last@hapanowicz-associates.comJohn.Doe@hapanowicz-associates.com
12%

Frequently Asked Questions

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.

How much revenue does Hapanowicz & Associates generate?

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As of July 2026, Hapanowicz & Associates's annual revenue is estimated to be $1M - $10M.

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 July 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 Google AdsLinkedin Insight TagCloudflareGoogle Fonts APIreCAPTCHAHSTSBootstrapX-Content-Type-Options.

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

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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