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Insights

Growth Opportunity Mid-sized wealth management firm with $10M-$25M revenue and 11-50 employees presents an opportunity to upsell advanced advisory services, expanded fiduciary capabilities, and scalable tech-enabled platform enhancements to support growth and regulatory compliance.

Integrated Advisory Existing integrated team model across financial, investment, tax, and estate planning signals readiness for deeper collaborations or cross-sell of specialized tax planning software, estate planning tools, and client reporting solutions.

Tech Modernization Current tech stack includes Salesforce, WordPress, Snowplow, and Google Cloud suggesting potential for modern CRM optimization, data analytics services, client portal improvements, and digital onboarding to enhance client experience and efficiency.

Client-Centric Emphasis on personal relationships and service integrity indicates opportunity to offer client experience platforms, secure communication channels, and concierge-style financial planning services to deepen retention and advocacy.

Growth Readiness Revenue scale and funding indicate capacity for strategic partnerships, merchant services, or affiliate collaborations; presents potential to introduce managed account capabilities, institutional due diligence tools, or outsourced investment operations.

Similar companies to HFS Wealth Management

HFS Wealth Management Tech Stack

HFS Wealth Management uses 8 technology products and services including Snowplow, Weebly, WordPress, and more. Explore HFS Wealth Management's tech stack below.

HFS Wealth Management's Email Address Formats

HFS Wealth Management uses at least 2 email formats:
HFS Wealth Management Email FormatsExamplePercentage
First.Last@hfs-wm.comJohn.Doe@hfs-wm.com
92%
FLast@hfs-wm.comJDoe@hfs-wm.com
8%

Frequently Asked Questions

What is HFS Wealth Management's phone number?

Minus sign iconPlus sign icon You can contact HFS Wealth Management's main corporate office by phone at
+1-214-346-****
. 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 HFS Wealth Management's official website and social media links?

Minus sign iconPlus sign iconHFS Wealth Management's official website is hfs-wm.com and has social profiles on LinkedIn and Crunchbase.

How much revenue does HFS Wealth Management generate?

Minus sign iconPlus sign icon As of August 2026, HFS Wealth Management's annual revenue is estimated to be $10M - $25M.

What is HFS Wealth Management's NAICS code?

Minus sign iconPlus sign iconHFS Wealth Management's NAICS code is 52 - Finance and Insurance.

How many employees does HFS Wealth Management have currently?

Minus sign iconPlus sign iconAs of August 2026, HFS Wealth Management has approximately 33 employees across 2 continents, including North America and Europe. Key team members include Chief Operations Officer: M. S., Director: J. E. and Associate Wealth Manager: R. W. Explore HFS Wealth Management's employee directory with LeadIQ.

What industry does HFS Wealth Management belong to?

Minus sign iconPlus sign iconHFS Wealth Management operates in the Financial Services industry.

What technology does HFS Wealth Management use?

Minus sign iconPlus sign iconHFS Wealth Management's tech stack includes Snowplow, Weebly, WordPress, Salesforce, WooCommerce, Microsoft 365, Google Fonts API and Google Cloud.

What is HFS Wealth Management's email format?

Minus sign iconPlus sign iconHFS Wealth Management's email format typically follows the pattern of First.Last@hfs-wm.com. Find more HFS Wealth Management email formats with LeadIQ.

How much funding has HFS Wealth Management raised to date?

Minus sign iconPlus sign icon As of August 2026, HFS Wealth Management has raised $3M in funding. The last funding round occurred on Jun 18, 2019 for $3M.

When was HFS Wealth Management founded?

Minus sign iconPlus sign iconHFS Wealth Management was founded in 1994.
HFS Wealth Management logo

HFS Wealth Management

Financial ServicesTexas, United States11-50 Employees

HFS Wealth Management is a Dallas-based financial services firm that has advised individuals, families, business owners, and institutions on growing and protecting wealth since 1994. The firm aims to deliver comprehensive wealth management across client relationships, with a focus on service and integrity. Each client is treated as a trusted partner, with an emphasis on understanding both financial goals and personal circumstances.

Its advisory model relies on a multidisciplinary team of professionals in financial planning, investment management, tax, and estate planning to provide objective, customized, and flexible solutions. The practice operates as a small to mid-sized firm serving clients in the Dallas area. This team-based structure seeks to align financial strategies with each client's broader objectives and needs.

Section iconCompany Overview

Phone number
+1-214-346-****
Website
hfs-wm.com
NAICS Code
52 - Finance and Insurance
Founded
1994
Employees
11-50

Section iconFunding & Financials

  • $3M

    HFS Wealth Management has raised a total of $3M of funding over 1 rounds. Their latest funding round was raised on Jun 18, 2019 in the amount of $3M as a Venture Round.

  • $10M - $25M

    HFS Wealth Management's revenue is estimated to be in the range of $10M - $25M

Company Leadership

  • Chief Operations Officer at HFS Wealth Management
    M. S.
    Chief Operations Officer
    Mobile Phone
  • Director at HFS Wealth Management
    J. E.
    Director
    Mobile Phone
  • Associate Wealth Manager at HFS Wealth Management
    R. W.
    Associate Wealth Manager
    Mobile Phone
  • Portfolio Manager at HFS Wealth Management
    W. G.
    Portfolio Manager
    Mobile Phone
  • Administrator at HFS Wealth Management
    B. P.
    Administrator
    Mobile Phone

Employee Directory

  • Financial Planner at HFS Wealth Management
    I. S.
    Financial Planner
    Mobile Phone
  • Graphic Specialist at HFS Wealth Management
    J. H.
    Graphic Specialist
    Mobile Phone
  • Paraplanner at HFS Wealth Management
    L. F.
    Paraplanner
    Mobile Phone
  • Administrative Officer at HFS Wealth Management
    M. C.
    Administrative Officer
    Mobile Phone
  • Paraplanner at HFS Wealth Management
    O. B.
    Paraplanner
    Mobile Phone

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