Insights

Growth Opportunity Small team with growth mindset and clear advancement claims suggest potential for offering scalable financial planning, cash management, and retirement program support as they scale.

Employee Benefits Competitive compensation and robust benefits indicate alignment with mid-market financial services firms; propose HR and benefits outsourcing, payroll optimization, and 401(k) advisory services to optimize retention.

Tech Stack Uses common cloud and web technologies; potential fit for cybersecurity, data analytics, and client portal enhancements to improve client experience and compliance.

Regulatory Securities and advisory relationships through LPL and IFG indicate need for ongoing regulatory compliance, recordkeeping, and investment reporting solutions.

Revenue Range Moderate revenue with small employee base signals opportunity for scalable solutions like automation, risk management, and outsourced operations to support growth without proportionate headcount increases.

Highland Trust Partners LLC Tech Stack

Highland Trust Partners LLC uses 8 technology products and services including cdnjs, Moment.js, Pikaday, and more. Explore Highland Trust Partners LLC's tech stack below.

  • cdnjs
    Content Delivery Network
  • Moment.js
    Javascript Libraries
  • Pikaday
    Javascript Libraries
  • Microsoft
    Miscellaneous
  • Microsoft Word
    Office Suites
  • Microsoft Office
    Office Suites
  • ZURB Foundation
    UI Frameworks
  • AddToAny
    Widgets

Media & News

Highland Trust Partners LLC's Email Address Formats

Highland Trust Partners LLC uses at least 1 format(s):
Highland Trust Partners LLC Email FormatsExamplePercentage
First.Last@highlandtrustpartners.comJohn.Doe@highlandtrustpartners.com
88%
F.Last@highlandtrustpartners.comJ.Doe@highlandtrustpartners.com
12%

Frequently Asked Questions

What is Highland Trust Partners LLC's phone number?

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You can contact Highland Trust Partners LLC'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 Highland Trust Partners LLC's official website and social media links?

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Highland Trust Partners LLC's official website is highlandtrustpartners.com and has social profiles on LinkedIn.

What is Highland Trust Partners LLC's NAICS code?

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Highland Trust Partners LLC's NAICS code is 52 - Finance and Insurance.

How many employees does Highland Trust Partners LLC have currently?

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As of July 2026, Highland Trust Partners LLC has approximately 8 employees across 1 continents, including North America. Key team members include Managing Partner: A. J.Director Of Operations: T. J.Trade And Portfolio Operations Manager: B. B.. Explore Highland Trust Partners LLC's employee directory with LeadIQ.

What industry does Highland Trust Partners LLC belong to?

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Highland Trust Partners LLC operates in the Financial Services industry.

What technology does Highland Trust Partners LLC use?

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Highland Trust Partners LLC's tech stack includes cdnjsMoment.jsPikadayMicrosoftMicrosoft WordMicrosoft OfficeZURB FoundationAddToAny.

What is Highland Trust Partners LLC's email format?

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Highland Trust Partners LLC's email format typically follows the pattern of First.Last@highlandtrustpartners.com. Find more Highland Trust Partners LLC email formats with LeadIQ.

When was Highland Trust Partners LLC founded?

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Highland Trust Partners LLC was founded in 2015.
Highland Trust Partners LLC logo

Highland Trust Partners LLC

Financial ServicesGeorgia, United States2-10 Employees

Highland Trust Partners LLC operates in the financial services sector, offering guidance and investment advisory services through its affiliated entities. Based in Bogart, Georgia, the firm emphasizes long-term relationships, integrity, and knowledge as core values, aiming to support both families and business owners by reducing stress through adaptable solutions. The organization positions itself as a small team with modest scale, leveraging more than a century of combined experience among its professionals to deliver personalized financial guidance.

Its services are provided in collaboration with LPL Financial, with investment advice routed through IFG Advisory, LLC, while noting that these entities are separate from LPL Financial. The company highlights a focus on client relationships and comprehensive staff benefits, and it operates within the regulatory framework associated with its registered representatives and advisory affiliates. Acknowledging disclosures, the firm directs readers to its website for the states in which it is registered to do business.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Founded
2015
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    Highland Trust Partners LLC's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Highland Trust Partners LLC's revenue is estimated to be in the range of $10M$25M

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