Helios Employee Directory

Q: What is Helios known for?

Helios was founded in 2016. Helios operates in the Financial Services industry.

Q: How many employees does Helios have currently?

Helios has approximately 52 employees.

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.

Find Helios employees' phone numbers or email addresses

Helios Global Highlights

North America
15

United States Of America
15

Asia
2

Kazakhstan
1
India
1

Helios's Leadership

C. F.
Managing Director
Mobile Phone
Email
E. W.
Client Portfolio Manager
Mobile Phone
Email
J. M.
Information Technology Infrastructure Manager
Mobile Phone
Email
M. B.
Lead Estate Planner
Mobile Phone
Email
C. F.
Senior Research Analyst
Mobile Phone
Email
P. M.
Strategic Account Executive
Mobile Phone
Email
R. B.
Analyst
Mobile Phone
Email
M. P.
Ea
Mobile Phone
Email

Helios Employee Metrics

100%

50%

2026

2025

Finance
Banking
Business
Community & Social Services
Sales
Other
Arts & Design

Contact profiles from Helios

Name

Title

Contact Info

Location

Last Update

C. F.
Managing Director
Mobile Phone
Email
United StatesArizona
Feb 12, 2026
E. W.
Client Portfolio Manager
Mobile Phone
Email
United StatesColorado
Feb 17, 2026
J. M.
Information Technology Infrastructure Manager
Mobile Phone
Email
Oct 16, 2024
M. B.
Lead Estate Planner
Mobile Phone
Email
Oct 22, 2024
C. F.
Senior Research Analyst
Mobile Phone
Email
United StatesMinnesota
Apr 16, 2025
P. M.
Strategic Account Executive
Mobile Phone
Email
United StatesMinnesota
Feb 17, 2026
R. B.
Analyst
Mobile Phone
Email
Nov 11, 2025
M. P.
Ea
Mobile Phone
Email
Feb 17, 2026

Frequently Asked Questions

What is Helios known for?

Helios was founded in 2016 operates in the Financial Services industry. The company's main headquarters is located in 8757 Auburn Folsom Road Granite Bay, California 95746 United States. Explore Helios's company overview page for more information.

What is Helios's most common email format?

Helios employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Helios email formats with LeadIQ.

How many employees does Helios have currently?

Helios has approximately 52 employees as of February 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are Helios's key employees and leadership?

As of February 2026, Helios's key employees include:

Managing Director: C. F.
Client Portfolio Manager: E. W.
Information Technology Infrastructure Manager: J. M.
Lead Estate Planner: M. B.
Senior Research Analyst: C. F.

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