Insights

Niche Advisory Independent financial advisory with a small team serving individuals and businesses, presenting an opportunity to cross-sell investment, retirement, and insurance solutions to a growing client base.

Tech Stack Fit Adopted cloud and productivity tools (Microsoft 365, Google Cloud) and web platforms (Wix, WordPress) that can scale with additional client portals, CRM enhancements, or compliant client onboarding integrations.

Revenue Range Annual revenue in the 1M to 10M range suggests a mid-market advisory firm with potential for larger AUM growth, opening opportunities for wealth management partnerships and technology-enabled service expansions.

Regulatory Link Securities and advisory services offered through a registered entity indicate potential for collaborative sales of insurance, investment products, and advisory services to existing clients of partner firms.

Growth Potential Small team size (2-10 employees) signals bandwidth constraints and readiness for scalable solutions, such as outsourced compliance support, marketing automation, client onboarding, and scalable back-office services.

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Haydenrock Financial Tech Stack

Haydenrock Financial uses 8 technology products and services including iCIMS, Wix, WordPress, and more. Explore Haydenrock Financial's tech stack below.

iCIMS
Applicant Tracking Systems
Wix
Content Management System
WordPress
Content Management System
Wix eCommerce
E-commerce
Microsoft 365
Email
Google Cloud
Infrastructure As A Service
Sentry
Issue Trackers
Piwik PRO Core
Web Analytics

Haydenrock Financial's Email Address Formats

Haydenrock Financial uses at least 3 email formats:

Haydenrock Financial Email Formats	Example	Percentage
FLast@haydenrockfinancial.com	JDoe@haydenrockfinancial.com	50%
First@haydenrockfinancial.com	John@haydenrockfinancial.com	33%
First.Last@haydenrockfinancial.com	John.Doe@haydenrockfinancial.com	17%

Frequently Asked Questions

What is Haydenrock Financial's official website and social media links?

Haydenrock Financial's official website is haydenrockfinancial.com and has social profiles on LinkedIn.

How much revenue does Haydenrock Financial generate?

As of September 2026, Haydenrock Financial's annual revenue is estimated to be $1M - $10M.

What is Haydenrock Financial's NAICS code?

Haydenrock Financial's NAICS code is 52 - Finance and Insurance.

How many employees does Haydenrock Financial have currently?

As of September 2026, Haydenrock Financial has approximately 2 employees across 1 continents, including North America. Key team members include Ceo/President & Senior Financial Advisor: M. M. and Executive Assistant To Chief Executive Officer: G. B. Explore Haydenrock Financial's employee directory with LeadIQ.

What industry does Haydenrock Financial belong to?

Haydenrock Financial operates in the Financial Services industry.

What technology does Haydenrock Financial use?

Haydenrock Financial's tech stack includes iCIMS, Wix, WordPress, Wix eCommerce, Microsoft 365, Google Cloud, Sentry and Piwik PRO Core.

What is Haydenrock Financial's email format?

Haydenrock Financial's email format typically follows the pattern of FLast@haydenrockfinancial.com. Find more Haydenrock Financial email formats with LeadIQ.

When was Haydenrock Financial founded?

Haydenrock Financial was founded in 2008.

Haydenrock Financial

Q: How many employees does Haydenrock Financial have currently?

Haydenrock Financial has approximately 2 employees.

Q: What technology does Haydenrock Financial use?

Haydenrock Financial's tech stack includes Sitelinks Search Box, HTTP/3, Apache HTTP Server, Google Cloud, Cloudflare Bot Management.

Q: What is Haydenrock Financial's NAICS code?

Haydenrock Financial's NAICS code is 52 (Finance and Insurance).

Financial ServicesNew Jersey, United States2-10 Employees

HaydenRock Financial is an independent financial advisory and planning firm offering investment and insurance services to individuals and businesses in the United States. Based in Thorofare, New Jersey, the firm positions itself within the financial services sector by providing tailored financial guidance rather than products alone, addressing the planning and risk management needs of its clients. Its core role involves helping clients navigate investment decisions and insurance options through a relationship-driven approach, with a focus on delivering planning support to both individuals and organizations. The business operates from a small professional team and engages with clients through its own advisory framework, while securities and advisory services are provided through Client One Securities, LLC, with HaydenRock Financial operating as a separate entity.