What is Hilltop Wealth & Tax Solutions's NAICS code?

Hilltop Wealth & Tax Solutions's NAICS code is 52 (Finance and Insurance).

Insights

Holistic Financial Services Hilltop Wealth & Tax Solutions offers comprehensive wealth management and tax strategies tailored to high-net-worth individuals and families, presenting opportunities to cross-sell specialized financial planning and investment products.

Regional Expansion With five locations across Indiana, Michigan, and Florida, the company is expanding its geographical presence, indicating potential to explore new markets and increase client acquisition efforts in underrepresented regions.

Technology Integration Utilizing modern web technologies and analytics tools, Hilltop demonstrates a forward-thinking approach that can be complemented with advanced financial technology solutions, digital marketing services, or data-driven client engagement tools.

Client-Centric Approach Positioned as a personal CFO with fiduciary responsibility, there is an opportunity to deepen client relationships by offering additional advisory services, estate planning, and personalized financial products aligned with their strategic goals.

Market Positioning Compared to larger competitors with thousands of employees and multi-billion revenue, Hilltop can leverage its boutique, fiduciary-driven identity to attract clients seeking personalized, transparent financial guidance, making it ideal for targeted marketing campaigns focused on trust and customization.

Similar companies to Hilltop Wealth & Tax Solutions

Hilltop Wealth & Tax Solutions Tech Stack

Hilltop Wealth & Tax Solutions uses 8 technology products and services including imagesLoaded, jQuery Migrate, Slick, and more. Explore Hilltop Wealth & Tax Solutions's tech stack below.

imagesLoaded
Javascript Libraries
jQuery Migrate
Javascript Libraries
Slick
Javascript Libraries
AmplifyJS
Javascript Libraries
WP Engine
Platform As A Service
Google Tag Manager
Tag Management
The Events Calendar
Web Platform Extensions
Facebook
Widgets

Media & News

Hilltop Wealth & Tax Solutions's Email Address Formats

Hilltop Wealth & Tax Solutions uses at least 2 format(s):

Hilltop Wealth & Tax Solutions Email Formats	Example	Percentage
FirstLast@hilltopwealthsolutions.com	JohnDoe@hilltopwealthsolutions.com	100%
FirLast@hilltopwealthtax.com	JohDoe@hilltopwealthtax.com	50%
FirstLast@hilltopwealthtax.com	JohnDoe@hilltopwealthtax.com	50%

Frequently Asked Questions

Where is Hilltop Wealth & Tax Solutions's headquarters located?

Hilltop Wealth & Tax Solutions's main headquarters is located at 4100 Edison Lakes Parkway Suite 225 Mishawaka, Indiana 46545 United States. The company has employees across 1 continents, including North America.

What is Hilltop Wealth & Tax Solutions's official website and social media links?

Hilltop Wealth & Tax Solutions's official website is hilltopwealthtax.com and has social profiles on LinkedIn.

What is Hilltop Wealth & Tax Solutions's SIC code NAICS code?

Hilltop Wealth & Tax Solutions's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does Hilltop Wealth & Tax Solutions have currently?

As of April 2026, Hilltop Wealth & Tax Solutions has approximately 16 employees across 1 continents, including North America. Key team members include Ceo, President And Founding Partner: A. C.Ceo, President And Founding Partner: E. V.Wealth & Tax Strategist/Co-Owner: B. M.. Explore Hilltop Wealth & Tax Solutions's employee directory with LeadIQ.

What industry does Hilltop Wealth & Tax Solutions belong to?

Hilltop Wealth & Tax Solutions operates in the Financial Services industry.

What technology does Hilltop Wealth & Tax Solutions use?

Hilltop Wealth & Tax Solutions's tech stack includes imagesLoadedjQuery MigrateSlickAmplifyJSWP EngineGoogle Tag ManagerThe Events CalendarFacebook.

What is Hilltop Wealth & Tax Solutions's email format?

Hilltop Wealth & Tax Solutions's email format typically follows the pattern of FirstLast@hilltopwealthsolutions.com. Find more Hilltop Wealth & Tax Solutions email formats with LeadIQ.

When was Hilltop Wealth & Tax Solutions founded?

Hilltop Wealth & Tax Solutions was founded in 1989.

Hilltop Wealth & Tax Solutions

Q: What technology does Hilltop Wealth & Tax Solutions use?

Hilltop Wealth & Tax Solutions's tech stack includes MySQL, Google Tag Manager, jsDelivr, Facebook, imagesLoaded.

Financial ServicesIndiana, United States11-50 Employees

At Hilltop Wealth & Tax Solutions, we serve as your personal CFO, providing independent, fiduciary-driven financial guidance tailored to your unique needs. Our mission is to help you build, protect, and optimize your wealth—so you can focus on what matters most.

From investment management and proactive tax strategies to retirement income and legacy planning, we take a holistic, strategy-first approach to managing your financial life. Our partnership with Helios Quantitative Research ensures every investment decision is backed by sophisticated, research-driven insights, helping individuals and families navigate an ever-changing financial landscape with confidence.

With five locations across Indiana, Michigan, and Florida—Mishawaka, Bremen, and Chesterton, IN; Royal Oak, MI; and Fort Myers, FL—we work to ensure every detail of your wealth aligns with your long-term financial goals.

Company Overview

Headquarters: 4100 Edison Lakes Parkway Suite 225 Mishawaka, Indiana 46545 United States
Website: hilltopwealthtax.com
SIC Code: 6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code: 52 - Finance and Insurance
Founded: 1989
Employees: 11-50