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Insights

Recent Acquisitions HD Vest Financial Services was acquired by Blucora, Inc. for $580 million in 2015, presenting a potential opportunity for cross-selling services and products within the Blucora network.

New Partnerships Partnerships like the one with Envestnet | Retirement Solutions in 2018 provide opportunities to leverage technology and expand market reach through collaboration, offering a potential channel for introducing HD Vest services to a wider client base.

Key Personnel Changes Changes in key personnel like the appointment of Todd Mackay as interim CEO can signal potential shifts in business strategy or focus, presenting an opportunity for sales reps to align offerings with the new leadership's vision.

Expanded Product Support The launch of financial advisor support models to partners like Drake Software and hiring of a Head of Marketing indicate a focus on expanding product support and marketing efforts, providing potential avenues for sales teams to capitalize on new offerings.

Market Recognition Being ranked as one of the top 20 independent broker-dealer firms in the industry positions HD Vest as a recognized player, offering credibility and trust to potential clients, presenting sales representatives with a strong selling point in competitive markets.

Similar companies to HD Vest Financial Services

HD Vest Financial Services Tech Stack

HD Vest Financial Services uses 8 technology products and services including Optimizely, AppNexus, Knockout.js, and more. Explore HD Vest Financial Services's tech stack below.

  • Optimizely
    A/B Testing
  • AppNexus
    Advertising
  • Knockout.js
    Javascript Frameworks
  • Modernizr
    Javascript Libraries
  • OWL Carousel
    Javascript Libraries
  • Lightbox
    Javascript Libraries
  • PHP
    Programming Languages
  • Facebook
    Widgets

Media & News

HD Vest Financial Services's Email Address Formats

HD Vest Financial Services uses at least 1 format(s):
HD Vest Financial Services Email FormatsExamplePercentage
First.Last@hdvest.comJohn.Doe@hdvest.com
56%
LastF@hdvest.comDoeJ@hdvest.com
30%
FLast@hdvest.comJDoe@hdvest.com
12%
Last@hdvest.comDoe@hdvest.com
2%

Frequently Asked Questions

Where is HD Vest Financial Services's headquarters located?

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HD Vest Financial Services's main headquarters is located at 6333 N State Highway 161 4th Floor Irving, TX 75038 US. The company has employees across 6 continents, including North AmericaEuropeAsia.

What is HD Vest Financial Services's phone number?

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You can contact HD Vest Financial Services'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 HD Vest Financial Services's official website and social media links?

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HD Vest Financial Services's official website is hdvest.com and has social profiles on LinkedIn.

How much revenue does HD Vest Financial Services generate?

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As of October 2024, HD Vest Financial Services's annual revenue reached $75M.

What is HD Vest Financial Services's SIC code NAICS code?

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HD Vest Financial Services's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 523920 - Portfolio Management.

How many employees does HD Vest Financial Services have currently?

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As of October 2024, HD Vest Financial Services has approximately 222 employees across 6 continents, including North AmericaEuropeAsia. Key team members include Chief Executive Officer: L. R.Vice President Investment Solutions: A. W.Head Of Advisory Compliance: N. J. J.. Explore HD Vest Financial Services's employee directory with LeadIQ.

What industry does HD Vest Financial Services belong to?

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HD Vest Financial Services operates in the Financial Services industry.

What technology does HD Vest Financial Services use?

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HD Vest Financial Services's tech stack includes OptimizelyAppNexusKnockout.jsModernizrOWL CarouselLightboxPHPFacebook.

What is HD Vest Financial Services's email format?

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HD Vest Financial Services's email format typically follows the pattern of . Find more HD Vest Financial Services email formats with LeadIQ.
HD Vest Financial Services

HD Vest Financial Services

Financial ServicesTexas, United States201-500 Employees

HD Vest Financial Services supports an independent network of tax and non-tax professionals who provide comprehensive financial planning solutions, including securities, insurance, money management services and banking solutions. As of January 1, 2017, approximately 4,400 independent contractors manage over $39 billion in assets for individuals, families and small businesses in all 50 states.

Ranked as one of the top 20 independent broker-dealer firms, (IThink Advisor 2016 Broker-Dealer Reference Guide, which measured/ranked the top 25 independent broker-dealers by annual revenue),we know what it takes to make your practice really flourish.

Want to become an Advisor for HD Vest? Find out more here: https://www.hdvest.com/support/transitioning-to-hd-vest

HD Vest Financial Services(SM) or its subsidiaries do not provide or supervise tax or accounting services.

Securities offered through HD Vest Investment Services(SM), Member SIPC

Advisory Services offered through HD Vest Advisory Services(SM)
6333 N. State Highway 161, Fourth Floor, Irving, TX 75038 | (972) 870-6000

Please visit https://hdvest.com/social_policy for more information.

Section iconCompany Overview

Headquarters
6333 N State Highway 161 4th Floor Irving, TX 75038 US
Phone number
Website
hdvest.com
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
523920 - Portfolio Management
Employees
201-500

Section iconMedia & News

Section iconFunding & Financials

  • $50M$100M

    HD Vest Financial Services's revenue is in the range of $50M$100M

Section iconFunding & Financials

  • $50M$100M

    HD Vest Financial Services's revenue is in the range of $50M$100M

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