Insights

Acquisition Opportunity HEFREN-TILLOTSON is undergoing a strategic acquisition by Baird, signaling a potential need for integration services, conversion support, data migration, and client communications disenfranchisement mitigation to ensure a smooth transition for their advisory and asset management platform.

Technology Stack Current tech includes AWS, Salesforce, HubSpot, and .NET components, indicating opportunities for cloud optimization, CRM automation, data analytics enablement, cybersecurity enhancements, and ongoing software modernization partnerships.

Revenue Footing With reported revenue in the range of 50 to 100 million, there is a sizable mid-market budget pool for wealth management technology, managed services, and scalable fintech solutions that target growth and compliance needs.

Industry Positioning As a longstanding Pittsburgh-based wealth manager joining a larger national firm, there is potential to cross-sell advisory technology, cybersecurity, and regulatory compliance services to align with both legacy client bases and expanded operations.

Strategic Growth Recent collaboration activity in crypto education and a high-profile acquisition posture suggest opportunities in digital assets governance, crypto exposure risk management, and client education platforms to support expanded product offerings.

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.

  • Cloud Hosting
  • Customer Relationship Management
  • jQuery
    Javascript Libraries
  • jQuery UI
    Javascript Libraries
  • Marketing Automation
  • System Analytics & Monitoring
  • MediaElement.js
    Video Players
  • Microsoft ASP.NET
    Web Frameworks

HEFREN-TILLOTSON, INC.'s Email Address Formats

HEFREN-TILLOTSON, INC. uses at least 8 email formats:
HEFREN-TILLOTSON, INC. Email FormatsExamplePercentage
First.Last@hefren.comJohn.Doe@hefren.com
75%
FLast@hefren.comJDoe@hefren.com
20%
Last@hefren.comDoe@hefren.com
4%
FirstLast@hefren.comJohnDoe@hefren.com
1%
FLast@rwbaird.comJDoe@rwbaird.com
95%
FiLast@rwbaird.comJoDoe@rwbaird.com
3%
LFirst@rwbaird.comDJohn@rwbaird.com
1%
FirstLast@rwbaird.comJohnDoe@rwbaird.com
1%

Frequently Asked Questions

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

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

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

How much revenue does HEFREN-TILLOTSON, INC. generate?

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As of August 2026, HEFREN-TILLOTSON, INC.'s annual revenue is estimated to be $50M - $100M.

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

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

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

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

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

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

What technology does HEFREN-TILLOTSON, INC. use?

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HEFREN-TILLOTSON, INC.'s tech stack includes Amazon Web Services, Salesforce, jQuery, jQuery UI, HubSpot, Piwik, MediaElement.js and Microsoft ASP.NET.

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

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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?

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HEFREN-TILLOTSON, INC. was founded in 1948.
HEFREN-TILLOTSON, INC. logo

HEFREN-TILLOTSON, INC.

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.

Section iconCompany Overview

Phone number
Website
hefren.com
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52 - Finance and Insurance
Founded
1948
Employees
51-200

Section iconFunding & Financials

  • $50M - $100M

    HEFREN-TILLOTSON, INC.'s revenue is estimated to be in the range of $50M - $100M

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