Insights

Strategic Partnership Recent partnership with DPL Financial Partners indicates openness to commission-free insurance solutions and expanded product offerings. This suggests an opportunity to align with complementary carriers or insurance platforms to cross-sell integrated financial plans.

Boutique Scale Small team (0-1 employees) and boutique advisory model. Sales approach should emphasize personalized financial life planning, high-touch service, and scalable tech-enabled support to retain high-net-worth clients seeking bespoke strategies.

Tech Utilization Tech stack includes web technologies and cloud-based management tools, signaling readiness for digital client onboarding, secure communications, and data-driven advisory services. Potential to propose lightweight fintech integrations to enhance client experience.

Revenue Potential Current revenue range of one to ten million positions the firm as a growing mid-market player. Opportunities exist to introduce fee-structure optimization, fee-based advisory models, and scalable investment solutions to support growth.

Market Context Operating in the financial services space with peers that have large staffs and high revenue suggests a need for strategic differentiation. A target-led approach emphasizing holistic life planning and insurance integration can carve a niche and drive client acquisition.

Similar companies to Heintz Wealth Management

Heintz Wealth Management Tech Stack

Heintz Wealth Management uses 8 technology products and services including TweenMax, Priority Hints, Cloudflare Bot Management, and more. Explore Heintz Wealth Management's tech stack below.

TweenMax
Javascript Frameworks
Priority Hints
Performance
Cloudflare Bot Management
Security
Animate.css
UI Frameworks
MediaElement.js
Video Players
Bluehost
Web Hosting
Apache
Web Servers
Nginx
Web Servers

Media & News

Heintz Wealth Management, LLC partnered with DPL Financial Partners LLC on Jun 25th '20.
To better serve you, Heintz Wealth Management recently joined with DPL Financial Partners, an insurance network that offers low-cost, commission-free insurance from some of the country’s leading insurance companies.
Jul 24, 2020 | heintzwealth.com

Heintz Wealth Management's Email Address Formats

Heintz Wealth Management uses at least 1 format(s):

Heintz Wealth Management Email Formats	Example	Percentage
FiLast@heintzwealth.com	JoDoe@heintzwealth.com	50%
First@heintzwealth.com	John@heintzwealth.com	50%

Frequently Asked Questions

Where is Heintz Wealth Management's headquarters located?

Heintz Wealth Management's main headquarters is located at Scottsdale Arizonas Scottsdale, Arizona United States. The company has employees across 1 continents, including North America.

What is Heintz Wealth Management's official website and social media links?

Heintz Wealth Management's official website is heintzwealth.com and has social profiles on LinkedIn.

What is Heintz Wealth Management's NAICS code?

Heintz Wealth Management's NAICS code is 52 - Finance and Insurance.

How many employees does Heintz Wealth Management have currently?

As of April 2026, Heintz Wealth Management has approximately 1 employees across 1 continents, including North America. Key team members include Financial Life Planner/Portfolio Manager: B. H.. Explore Heintz Wealth Management's employee directory with LeadIQ.

What industry does Heintz Wealth Management belong to?

Heintz Wealth Management operates in the Financial Services industry.

What technology does Heintz Wealth Management use?

Heintz Wealth Management's tech stack includes TweenMaxPriority HintsCloudflare Bot ManagementAnimate.cssMediaElement.jsBluehostApacheNginx.

What is Heintz Wealth Management's email format?

Heintz Wealth Management's email format typically follows the pattern of FiLast@heintzwealth.com. Find more Heintz Wealth Management email formats with LeadIQ.

When was Heintz Wealth Management founded?

Heintz Wealth Management was founded in 2014.

Heintz Wealth Management

Q: How many employees does Heintz Wealth Management have currently?

Heintz Wealth Management has approximately 1 employees.

Q: What technology does Heintz Wealth Management use?

Heintz Wealth Management's tech stack includes Apache HTTP Server, MediaElement.js, WP Rocket, jQuery Migrate, Google Tag Manager.

Q: What is Heintz Wealth Management's NAICS code?

Heintz Wealth Management's NAICS code is 52 (Finance and Insurance).

Financial ServicesArizona, United States0-1 Employees

Heintz Wealth Management is a financial services firm focused on financial life planning and investment management. It emphasizes understanding a client’s priorities and goals before outlining strategic plans to align financial resources with those lifelong objectives. Based in Scottsdale, Arizona, the firm serves individuals seeking a holistic approach to managing money and planning for future needs. The company recently expanded its service network by partnering with DPL Financial Partners, a move intended to offer broader access to insurance products through a low-cost, commission-free model.