Insights

Recent Acquisition Blucora's acquisition of HD Vest Inc for $580M in 2015 presents cross-selling opportunities for Blucora's other services and products to HD Vest's client base.

New Technology Partnership HD Vest partnering with Envestnet to offer tax-centric professionals an expanded suite of technology opens up opportunities for Envestnet to upsell additional services to HD Vest's network.

Executive Appointment Appointment of Todd Mackay as interim CEO in 2018 suggests a potential strategic shift or focus, providing an opportunity for solution providers to offer services tailored to his leadership direction.

Marketing Leadership Change Chau Nguyen Haner joining HD Vest as Head of Marketing indicates a possible rebranding or new marketing initiatives, offering marketing agencies an opportunity to pitch their services.

Unique Financial Support Model Introduction of HD Vest's financial advisor support model to Drake Software users presents an opportunity for software companies or financial tech firms to collaborate on integrated solutions for mutual clients.

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

HD Vest Financial Services Email Formats	Example	Percentage
First.Last@hdvest.com	John.Doe@hdvest.com	56%
LastF@hdvest.com	DoeJ@hdvest.com	30%
FLast@hdvest.com	JDoe@hdvest.com	12%
Last@hdvest.com	Doe@hdvest.com	2%

HD Vest Financial Services Email Formats

Example

Percentage

First.Last@hdvest.com

John.Doe@hdvest.com

56%

LastF@hdvest.com

DoeJ@hdvest.com

30%

FLast@hdvest.com

JDoe@hdvest.com

12%

Last@hdvest.com

Doe@hdvest.com

Frequently Asked Questions

Where is HD Vest Financial Services's headquarters located?

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?

You can contact HD Vest Financial Services's main corporate office by phone at

+1-866-218-****

. 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?

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?

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

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

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?

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: H. V.Chief Executive Officer: J. F.Chief Executive Officer: L. R.. Explore HD Vest Financial Services's employee directory with LeadIQ.

What industry does HD Vest Financial Services belong to?

HD Vest Financial Services operates in the Financial Services industry.

What technology does HD Vest Financial Services use?

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

What is HD Vest Financial Services's email format?

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

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.

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