Market Leadership HD Vest Financial Services is ranked among the top 20 independent broker-dealer firms, indicating a strong industry presence and a solid customer base of over 4,400 independent contractors managing more than 39 billion dollars in assets, presenting substantial cross-selling opportunities for financial technology and advisory solutions.

Growth Potential Following its acquisition by Blucora in 2015 for 580 million dollars and recent leadership changes including interim CEO appointments, the company appears eager to expand and innovate, making it receptive to new service integrations and technology partnerships that can support its growth trajectory.

Technology Engagement HD Vest already employs a diverse tech stack—including Optimizely, AppNexus, and Google Tag Manager—highlighting their openness to digital marketing, analytics, and platform enhancement solutions to improve client engagement and advisor productivity.

Strategic Alliances Partnerships like the collaboration with Envestnet to offer expanded technology solutions for tax-centric professionals demonstrate HD Vest’s openness to strategic alliances, providing opportunities for firms offering integrated financial planning and retirement solutions.

Industry Focus With a core emphasis on tax-smart wealth management and comprehensive financial planning for individuals and small businesses across all states, HD Vest presents a prime target for service providers offering innovative wealth management tools, compliance solutions, or additional financial products that support their broad client ecosystem.