Insights

Niche Focus Small firm with a tight client base (individuals, business owners, retirees) presents an opportunity to tailor targeted financial services, including social security guidance, life insurance reviews with LTC options, and retirement planning.

Policy Review Upsell Offer free policy reviews as a funnel to upgrade clients to modern life insurance products that include long-term care coverage, creating cross-sell potential and higher policy value.

401k Advisory Educate small business clients on 401(k) plan design, governance, and compliance to capture opportunities for plan optimization, potential audits preparation services, and enhanced employee retirement readiness.

Digital Readiness Leverage existing tech stack (Microsoft 365) and standard hosting to scale client communications, document sharing, and virtual advisory sessions, enabling efficient service delivery to a growing client base.

Growth Readiness Revenue in the low to mid multi-million range with a lean team suggests high potential for scalable service lines and partnerships with larger financial platforms seeking to outsource advisory for small businesses and individuals.

Hipson Benefits, Inc Tech Stack

Hipson Benefits, Inc uses 2 technology products and services including Network Solutions, Microsoft 365, and more. Explore Hipson Benefits, Inc's tech stack below.

  • Network Solutions
    Domain Name Services
  • Microsoft 365
    Email

Hipson Benefits, Inc's Email Address Formats

Hipson Benefits, Inc uses at least 1 format(s):
Hipson Benefits, Inc Email FormatsExamplePercentage
FLast@hipson.comJDoe@hipson.com
60%
First.Last@hipson.comJohn.Doe@hipson.com
20%
F.Last@hipson.comJ.Doe@hipson.com
10%
First@hipson.comJohn@hipson.com
10%

Frequently Asked Questions

What is Hipson Benefits, Inc's phone number?

Minus sign iconPlus sign icon
You can contact Hipson Benefits, Inc'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 Hipson Benefits, Inc's official website and social media links?

Minus sign iconPlus sign icon
Hipson Benefits, Inc's official website is hipson.com and has social profiles on LinkedIn.

How much revenue does Hipson Benefits, Inc generate?

Minus sign iconPlus sign icon
As of July 2026, Hipson Benefits, Inc's annual revenue is estimated to be $1M - $10M.

What is Hipson Benefits, Inc's NAICS code?

Minus sign iconPlus sign icon
Hipson Benefits, Inc's NAICS code is 52 - Finance and Insurance.

How many employees does Hipson Benefits, Inc have currently?

Minus sign iconPlus sign icon
As of July 2026, Hipson Benefits, Inc has approximately 6 employees across 2 continents, including North AmericaEurope. Key team members include Vice President: J. B.Account Manager: J. W.Account Manager: A. T.. Explore Hipson Benefits, Inc's employee directory with LeadIQ.

What industry does Hipson Benefits, Inc belong to?

Minus sign iconPlus sign icon
Hipson Benefits, Inc operates in the Financial Services industry.

What technology does Hipson Benefits, Inc use?

Minus sign iconPlus sign icon
Hipson Benefits, Inc's tech stack includes Network SolutionsMicrosoft 365.

What is Hipson Benefits, Inc's email format?

Minus sign iconPlus sign icon
Hipson Benefits, Inc's email format typically follows the pattern of FLast@hipson.com. Find more Hipson Benefits, Inc email formats with LeadIQ.

When was Hipson Benefits, Inc founded?

Minus sign iconPlus sign icon
Hipson Benefits, Inc was founded in 1996.
Hipson Benefits, Inc logo

Hipson Benefits, Inc

Financial ServicesTexas, United States2-10 Employees

Hipson Benefits, Inc. operates in the financial services sector, focusing on providing professional guidance related to personal and retirement planning, Social Security, life insurance, and risk management. The firm emphasizes helping individuals, business owners, their employees, and retirees review and optimize their financial strategies, including modern life insurance options and long-term care considerations, with an emphasis on building and preserving assets. Located in Houston, Texas, the company presents its services through a consultative approach aimed at educating clients about plan design, regulatory compliance, and retirement readiness, while exploring tax-advantaged opportunities for business owners through 401(k) plans. The organization positions itself as a small team serving a diverse client base, including individuals seeking policy reviews and businesses seeking guidance on employee benefit programs and plan administration. A recent development highlighted is the firm’s ongoing engagement in client education and planning conversations to align assets, life insurance, and retirement goals with current policy options.

Section iconCompany Overview

Phone number
Website
hipson.com
NAICS Code
52 - Finance and Insurance
Founded
1996
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    Hipson Benefits, Inc's revenue is estimated to be in the range of $1M - $10M

Section iconFunding & Financials

  • $1M - $10M

    Hipson Benefits, Inc's revenue is estimated to be in the range of $1M - $10M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.