Established Market Presence HB Wealth has been operating since 1989 and is one of the largest fee-only registered investment advisers in the country, managing over $25 billion. This longevity and size indicate a well-established client base and a stable revenue stream, making it a reliable target for high-value wealth management solutions.

Growth Through Talent Acquisition Recent hiring of senior wealth advisors and shareholders, including notable market leader Matthew Moore, suggests strategic expansion and a focus on strengthening expertise and client service capabilities. This presents opportunities to offer advanced advisory technology, training, or complementary financial services.

Focus on Fiduciary & Fee-only Model HB Wealth’s commitment to a fiduciary, fee-only approach highlights a client-centric stance emphasizing transparency and trust. Partners providing compliance solutions, client engagement platforms, or ethical investment products can position well with this focus on high fiduciary standards.

Sophisticated Technology Stack Utilizing platforms like Burgiss Private i, Junxure, and integrated SEO tools shows a commitment to advanced financial management and online presence. This indicates a receptive environment for offering innovative financial planning software, CRM enhancements, or digital marketing solutions to support their operations.

Potential for Market Expansion Operating across five states with over 300 employees reveals opportunities to introduce localized financial technologies, compliance services, or consulting solutions tailored to regional market needs, enabling HB Wealth to sustain its growth trajectory and competitive position.