What is HEFREN-TILLOTSON, INC.'s NAICS code?

HEFREN-TILLOTSON, INC.'s NAICS code is 52 (Finance and Insurance).

Insights

Strategic Acquisition Hefren-Tillotson is joining Baird, signaling a strategic transition and potential cross-sell opportunities across larger financial services platforms, including expanded client bases and bundled advisor services.

Wealth Management Focus As a long-standing money manager with a Pittsburgh footprint and revenues in the mid-eight figures, there are opportunities to offer advanced analytics, portfolio optimization tools, or digital client engagement solutions to enhance scalability post-acquisition.

Technology Stack Current tech includes AWS, Salesforce, HubSpot, Google Analytics, and other web/marketing tools, indicating potential for integration projects, CRM optimization, and marketing automation enhancements to support growth.

Market Position Mid-sized advisory with a regional footprint faces competitive pressure from larger incumbents; tailor offerings around efficiency gains, regulatory-compliant digital experiences, and client onboarding improvements to strengthen retention.

Growth Readiness Revenue range and recent M&A activity suggest a focus on scale, partnerships, and transformative technology investments; ideal for proposing cloud-based data analytics, cybersecurity hardening, and enterprise-grade reporting solutions.

Similar companies to HEFREN-TILLOTSON, INC.

HEFREN-TILLOTSON, INC. Tech Stack

HEFREN-TILLOTSON, INC. uses 8 technology products and services including Amazon Web Services, Salesforce, jQuery, and more. Explore HEFREN-TILLOTSON, INC.'s tech stack below.

Amazon Web Services
Cloud Hosting
Salesforce
Customer Relationship Management
jQuery
Javascript Libraries
HubSpot
Marketing Automation
Piwik
System Analytics & Monitoring
ZURB Foundation
UI Frameworks
MediaElement.js
Video Players
Google Analytics
Web Analytics

Media & News

HEFREN-TILLOTSON, INC.'s Email Address Formats

HEFREN-TILLOTSON, INC. uses at least 2 format(s):

HEFREN-TILLOTSON, INC. Email Formats	Example	Percentage
First.Last@hefren.com	John.Doe@hefren.com	75%
FLast@hefren.com	JDoe@hefren.com	20%
Last@hefren.com	Doe@hefren.com	4%
FirstLast@hefren.com	JohnDoe@hefren.com	1%
FLast@rwbaird.com	JDoe@rwbaird.com	95%
FiLast@rwbaird.com	JoDoe@rwbaird.com	3%
LFirst@rwbaird.com	DJohn@rwbaird.com	1%
FirstLast@rwbaird.com	JohnDoe@rwbaird.com	1%

Frequently Asked Questions

What is HEFREN-TILLOTSON, INC.'s phone number?

You can contact HEFREN-TILLOTSON, INC.'s main corporate office by phone at

+1-412-434-****

. 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 HEFREN-TILLOTSON, INC.'s official website and social media links?

HEFREN-TILLOTSON, INC.'s official website is hefren.com and has social profiles on LinkedIn.

What is HEFREN-TILLOTSON, INC.'s SIC code NAICS code?

HEFREN-TILLOTSON, INC.'s SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does HEFREN-TILLOTSON, INC. have currently?

As of July 2026, HEFREN-TILLOTSON, INC. has approximately 51 employees across 4 continents, including North AmericaEuropeAfrica. Key team members include Chief Financial Officer: J. N.Owner, Blacktie-Southflorida: D. V.Senior Vice President: A. D.. Explore HEFREN-TILLOTSON, INC.'s employee directory with LeadIQ.

What industry does HEFREN-TILLOTSON, INC. belong to?

HEFREN-TILLOTSON, INC. operates in the Financial Services industry.

What technology does HEFREN-TILLOTSON, INC. use?

HEFREN-TILLOTSON, INC.'s tech stack includes Amazon Web ServicesSalesforcejQueryHubSpotPiwikZURB FoundationMediaElement.jsGoogle Analytics.

What is HEFREN-TILLOTSON, INC.'s email format?

HEFREN-TILLOTSON, INC.'s email format typically follows the pattern of First.Last@hefren.com. Find more HEFREN-TILLOTSON, INC. email formats with LeadIQ.

When was HEFREN-TILLOTSON, INC. founded?

HEFREN-TILLOTSON, INC. was founded in 1948.

HEFREN-TILLOTSON, INC.

Q: What is HEFREN-TILLOTSON, INC.'s official website and social media links?

HEFREN-TILLOTSON, INC.'s official website is hefren.com. HEFREN-TILLOTSON, INC. has social profiles on LinkedIn.

Q: How many employees does HEFREN-TILLOTSON, INC. have currently?

HEFREN-TILLOTSON, INC. has approximately 51 employees.

Financial ServicesPennsylvania, United States51-200 Employees

HEFREN-TILLOTSON, INC. is a Pittsburgh-based financial services firm with a long-standing presence in Greater Pittsburgh. Founded in 1948, the company provides wealth management and related financial services to its clients, leveraging its established relationships within the region. The organization operates as an independent, employee-owned entity and has positioned itself within the broader financial services industry by emphasizing collaborative capabilities and a client-focused approach suitable for individual and family needs. A recent development involves integration with Baird, indicating a strategic combination that retains the firm’s regional footprint and client relationships while expanding the firm’s scale and resources.