Insights

Client Growth Mid-sized financial services firm with $10M-$25M revenue and a focused offering in retirement, tax, and estate planning represents a target for expanded custody, portfolio management, and scalable wealth planning solutions.

Partnerships Opportunity Recent collaboration with 55ip indicates openness to fintech-enabled tax and advisory workflows; propose integrations, tax-optimized portfolio solutions, and white-labeled tech to enhance advisor efficiency.

Tech Enablement Current tech stack includes Calendly, Gravity Forms, Google Analytics, and YouTube; opportunity to introduce client portal enhancements, CRM automation, and analytics dashboards to improve client engagement and onboarding.

Talent Expansion Addition of a Tax Manager signals growing complexity in tax planning; propose compliant tax technology, advanced tax planning tools, and continuing education partnerships to support staff and client outcomes.

Market Positioning Competing with large national firms but serving a localized Rochester footprint; position as a nimble, service-first advisory with scalable solutions to capture SMB and high-net-worth segments seeking personalized wealth management.

High Falls Advisors, Inc. Tech Stack

High Falls Advisors, Inc. uses 8 technology products and services including Calendly, cdnjs, RSS, and more. Explore High Falls Advisors, Inc.'s tech stack below.

Calendly

Appointment Scheduling

cdnjs

Content Delivery Network

RSS

Content Management System

jQuery

Javascript Libraries

reCAPTCHA

Security

YouTube

Video Players

Google Analytics

Web Analytics

Gravity Forms

Web Platform Extensions

High Falls Advisors, Inc. Email Formats	Example	Percentage
FLast@highfallsadvisors.com	JDoe@highfallsadvisors.com	90%
Last@highfallsadvisors.com	Doe@highfallsadvisors.com	10%

High Falls Advisors, Inc. Email Formats

Example

Percentage

FLast@highfallsadvisors.com

JDoe@highfallsadvisors.com

90%

Last@highfallsadvisors.com

Doe@highfallsadvisors.com

10%

Frequently Asked Questions

Where is High Falls Advisors, Inc.'s headquarters located?

High Falls Advisors, Inc.'s main headquarters is located at 180 South Clinton Avenue Suite 300 Rochester, New York 14604 United States. The company has employees across 2 continents, including North AmericaEurope.

What is High Falls Advisors, Inc.'s phone number?

You can contact High Falls Advisors, Inc.'s main corporate office by phone at

+1-585-935-****

. 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 High Falls Advisors, Inc.'s official website and social media links?

High Falls Advisors, Inc.'s official website is highfallsadvisors.com and has social profiles on LinkedIn.

What is High Falls Advisors, Inc.'s NAICS code?

High Falls Advisors, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does High Falls Advisors, Inc. have currently?

As of June 2026, High Falls Advisors, Inc. has approximately 18 employees across 2 continents, including North AmericaEurope. Key team members include Vice President Operations: B. V.Vice President Operations: R. V.President: T. T.. Explore High Falls Advisors, Inc.'s employee directory with LeadIQ.

What industry does High Falls Advisors, Inc. belong to?

High Falls Advisors, Inc. operates in the Financial Services industry.

What technology does High Falls Advisors, Inc. use?

High Falls Advisors, Inc.'s tech stack includes CalendlycdnjsRSSjQueryreCAPTCHAYouTubeGoogle AnalyticsGravity Forms.

What is High Falls Advisors, Inc.'s email format?

High Falls Advisors, Inc.'s email format typically follows the pattern of FLast@highfallsadvisors.com. Find more High Falls Advisors, Inc. email formats with LeadIQ.

When was High Falls Advisors, Inc. founded?

High Falls Advisors, Inc. was founded in 2008.

High Falls Advisors, Inc.

Q: How many employees does High Falls Advisors, Inc. have currently?

High Falls Advisors, Inc. has approximately 18 employees.

Q: What technology does High Falls Advisors, Inc. use?

High Falls Advisors, Inc.'s tech stack includes Apache, Cloudflare, WordPress, RSS, Unpkg.

Q: What is High Falls Advisors, Inc.'s NAICS code?

High Falls Advisors, Inc.'s NAICS code is 52 (Finance and Insurance).

Financial ServicesNew York, United States11-50 Employees

High Falls Advisors, Inc. operates in the financial services sector and is based in Rochester, New York. Founded in 2008, the firm offers retirement planning, tax planning and preparation, professionally managed portfolios and investments, as well as employee benefits counseling and estate management. Its clients are individuals and families seeking structured guidance to meet their financial goals.

As a small to mid-sized advisory practice, High Falls emphasizes a comprehensive approach across its service lines. In November 2023, the firm announced a partnership with 55ip, a financial technology company that supports advisory firms by reducing barriers such as taxes to clients' financial progress.

Insights

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