Insights

Nonprofit Finance Longstanding nonprofit investment management and trust services with a mid-sized team suggests ongoing needs for scalable portfolio management, donor-advised fund administration, and fiduciary compliance tech enhancements.

Regulatory Edge Subsidiary HighGround Trust Company is Texas-chartered, highlighting potential for specialized trust services, state-level regulatory reporting tools, and cross-border governance capabilities that can be offered to similar nonprofit clients.

Technology Stack Current stack includes Salesforce, analytics tools, and web technologies; opportunities exist to upsell advanced CRM customization, data analytics, reporting dashboards, and secure integration services for donor management and fund accounting.

Growth Potential Revenue tier places the firm in a mid-market segment with room to scale services such as endowment investment strategies, philanthropy advisory, and outsourced CIO offerings to similar foundations and donor networks.

Competitive Landscape Comparable firms operate with a range of employees and revenues; identify differentiators in sustainable asset growth, impact investing, and compliance support to win mandates from nonprofits seeking trusted fiduciary partners.

Similar companies to HighGround Advisors

HighGround Advisors Tech Stack

HighGround Advisors uses 8 technology products and services including iCIMS, WordPress, Salesforce, and more. Explore HighGround Advisors's tech stack below.

HighGround Advisors's Email Address Formats

HighGround Advisors uses at least 4 email formats:
HighGround Advisors Email FormatsExamplePercentage
First.Last@highgroundadvisors.orgJohn.Doe@highgroundadvisors.org
83%
Last@highgroundadvisors.orgDoe@highgroundadvisors.org
12%
FLast@highgroundadvisors.orgJDoe@highgroundadvisors.org
3%
FirstLast@highgroundadvisors.orgJohnDoe@highgroundadvisors.org
2%

Frequently Asked Questions

What is HighGround Advisors's phone number?

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You can contact HighGround Advisors's main corporate office by phone at . 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 HighGround Advisors's official website and social media links?

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HighGround Advisors's official website is highgroundadvisors.org and has social profiles on LinkedIn.

How much revenue does HighGround Advisors generate?

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As of August 2026, HighGround Advisors's annual revenue is estimated to be $50M - $100M.

What is HighGround Advisors's SIC code and NAICS code?

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HighGround Advisors's SIC code is 8661 - Religious Organizations and NAICS code is 52 - Finance and Insurance.

How many employees does HighGround Advisors have currently?

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As of August 2026, HighGround Advisors has approximately 61 employees across 1 continents, including North America. Key team members include Vice President And General Counsel: J. H., Owner: S. J. and Controller: R. L. Explore HighGround Advisors's employee directory with LeadIQ.

What industry does HighGround Advisors belong to?

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HighGround Advisors operates in the Financial Services industry.

What technology does HighGround Advisors use?

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HighGround Advisors's tech stack includes iCIMS, WordPress, Salesforce, Simpli.fi, Microsoft 365, Pardot, Vimeo and Piwik PRO Core.

What is HighGround Advisors's email format?

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HighGround Advisors's email format typically follows the pattern of First.Last@highgroundadvisors.org. Find more HighGround Advisors email formats with LeadIQ.

When was HighGround Advisors founded?

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HighGround Advisors was founded in 1930.
HighGround Advisors logo

HighGround Advisors

Financial ServicesTexas, United States51-200 Employees

HighGround Advisors is a nonprofit investment management firm and trust services provider established in 1930 and based in Dallas, Texas. The organization focuses on safeguarding, strengthening, and growing the assets entrusted to its nonprofit client partners and their supporters, emphasizing long‑term asset stewardship and fiduciary services. Its subsidiary, HighGround Trust Company, operates under a Texas banking charter, reflecting a formalized trust and fiduciary framework within the financial services sector. Serving nonprofit organizations and their networks, the firm positions itself within the financial services industry by delivering investment management and trust solutions tailored to the unique needs of philanthropic entities. With a modest to mid-sized footprint, it operates from its Dallas location and serves clients through its specialized nonprofit financial services offering.

Section iconCompany Overview

Phone number
SIC Code
8661 - Religious Organizations
NAICS Code
52 - Finance and Insurance
Founded
1930
Employees
51-200

Section iconFunding & Financials

  • $50M - $100M

    HighGround Advisors's revenue is estimated to be in the range of $50M - $100M

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