Insights

Growing Financial Focus Helios is positioned within the financial services industry, specifically targeting financial advisors to enhance estate planning and asset management capabilities, which presents opportunities for financial technology partnerships and services aimed at improving client advisory processes.

Strong Industry Position With recent positive coverage highlighting its trend strength and a consistent history of delivering dividends, Helios demonstrates financial stability and market resilience, making it an attractive prospect for investors and B2B partners looking for reputable industry players.

Technologically Enabled Utilizing a comprehensive tech stack including Amazon S3, Cloudflare CDN, and SEO tools indicates Helios's focus on digital infrastructure and online visibility, suggesting potential sales opportunities in cloud services, cybersecurity, and digital marketing solutions.

Recent Market Engagements The company has been actively participating in investor conferences and webcasts, signaling openness to collaborations and strategic partnerships, which can be leveraged to approach for integrated financial or technological solutions.

Market Potential Operating with a revenue range of 10 to 25 million and a manageable employee base, Helios shows growth potential in the financial tech niche, providing opportunities for scalable solutions, value-added services, and customized offerings to support their expansion and service delivery.

Helios Tech Stack

Helios uses 8 technology products and services including Amazon S3, Cloudflare CDN, cdnjs, and more. Explore Helios's tech stack below.

  • Amazon S3
    Content Delivery Network
  • Cloudflare CDN
    Content Delivery Network
  • cdnjs
    Content Delivery Network
  • Amazon Simple Email Service
    Email
  • jQuery Migrate
    Javascript Libraries
  • Yoast SEO
    Search Engines
  • X-XSS-Protection
    Security
  • HSTS
    Security

Media & News

Helios's Email Address Formats

Helios uses at least 1 format(s):
Helios Email FormatsExamplePercentage
First.Last@heliosdriven.comJohn.Doe@heliosdriven.com
45%
Fir.Last@heliosdriven.comJoh.Doe@heliosdriven.com
5%
First.MiddleLast@heliosdriven.comJohn.MichaelDoe@heliosdriven.com
5%
First.Last@heliosdriven.comJohn.Doe@heliosdriven.com
45%

Frequently Asked Questions

Where is Helios's headquarters located?

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Helios's main headquarters is located at 8757 Auburn Folsom Road Granite Bay, California 95746 United States. The company has employees across 2 continents, including North AmericaAsia.

What is Helios's stock symbol?

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Helios is a publicly traded company; the company's stock symbol is HLIO.

What is Helios's official website and social media links?

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Helios's official website is heliosdriven.com and has social profiles on LinkedIn.

What is Helios's NAICS code?

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Helios's NAICS code is 52 - Finance and Insurance.

How many employees does Helios have currently?

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As of February 2026, Helios has approximately 52 employees across 2 continents, including North AmericaAsia. Key team members include Managing Director: C. F.Client Portfolio Manager: E. W.Information Technology Infrastructure Manager: J. M.. Explore Helios's employee directory with LeadIQ.

What industry does Helios belong to?

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Helios operates in the Financial Services industry.

What technology does Helios use?

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Helios's tech stack includes Amazon S3Cloudflare CDNcdnjsAmazon Simple Email ServicejQuery MigrateYoast SEOX-XSS-ProtectionHSTS.

What is Helios's email format?

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Helios's email format typically follows the pattern of First.Last@heliosdriven.com. Find more Helios email formats with LeadIQ.

When was Helios founded?

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Helios was founded in 2016.

Helios

Financial ServicesCalifornia, United States51-200 Employees

Helios helps Financial Advisors to grow their business, save time, and add scale to their services through estate planning and asset management.

Section iconCompany Overview

Headquarters
8757 Auburn Folsom Road Granite Bay, California 95746 United States
Stock Symbol
HLIO
NAICS Code
52 - Finance and Insurance
Founded
2016
Employees
51-200

Section iconFunding & Financials

  • $10M$25M

    Helios's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Helios's revenue is estimated to be in the range of $10M$25M

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