Insights

Strong Market Presence HB Wealth manages over 25 billion dollars in assets across a national footprint with 11 offices, indicating a substantial client base and significant market influence within the RIA and wealth management sector.

Growth-Oriented Leadership Recent executive hires, including a chief market strategist and a Deputy CIO, highlight a strategic focus on enhanced investment expertise and market outlook, suggesting opportunities to collaborate on high-level investment solutions.

Enterprise Technology Use HB Wealth employs advanced industry platforms such as Burgiss Private I and Junxure, presenting potential for engagement in sophisticated wealth management and CRM solutions to optimize their operational efficiency.

Partnership Activities The partnership with Judson Group for operational leadership indicates openness to strategic alliances, making it a promising target for firms offering consulting, operational tools, or partnership opportunities to support growth.

Fee-Only Fiduciary Model As a prominent fee-only fiduciary advisor committed to transparency and comprehensive advice, HB Wealth may be receptive to value-driven financial products, compliance solutions, or technology that enhances client trust and service quality.

Similar companies to HB Wealth

HB Wealth Tech Stack

HB Wealth uses 8 technology products and services including Burgiss Private i Platform, Linkedin Insight Tag, Gravatar, and more. Explore HB Wealth's tech stack below.

Burgiss Private i Platform
Accounting And Finance
Linkedin Insight Tag
Analytics
Gravatar
Audio, Video, Graphics
Junxure
Customer Relationship Management
Shopify
E-commerce
jQuery
Javascript Libraries
Quicken
Payment Processing
Yoast SEO
Search Engines

Media & News

HB Wealth's Email Address Formats

HB Wealth uses at least 2 format(s):

HB Wealth Email Formats	Example	Percentage
Last@homrichberg.com	Doe@homrichberg.com	82%
First.Last@homrichberg.com	John.Doe@homrichberg.com	10%
FLast@homrichberg.com	JDoe@homrichberg.com	6%
FirstLast@homrichberg.com	JohnDoe@homrichberg.com	1%
Middle@homrichberg.com	Michael@homrichberg.com	1%

Frequently Asked Questions

What is HB Wealth's phone number?

You can contact HB Wealth's main corporate office by phone at

+1-404-264-****

. 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 HB Wealth's stock symbol?

HB Wealth is a publicly traded company; the company's stock symbol is N/A.

What is HB Wealth's official website and social media links?

HB Wealth's official website is hbwealth.com and has social profiles on LinkedIn.

What is HB Wealth's NAICS code?

HB Wealth's NAICS code is 52 - Finance and Insurance.

How many employees does HB Wealth have currently?

As of December 2025, HB Wealth has approximately 345 employees across 1 continents, including North America. Key team members include Ceo & President: T. C.Chief Executive Officer, Founder, President: T. C.Chief Marketing Officer, Shareholder: J. I.. Explore HB Wealth's employee directory with LeadIQ.

What industry does HB Wealth belong to?

HB Wealth operates in the Financial Services industry.

What technology does HB Wealth use?

HB Wealth's tech stack includes Burgiss Private i PlatformLinkedin Insight TagGravatarJunxureShopifyjQueryQuickenYoast SEO.

What is HB Wealth's email format?

HB Wealth's email format typically follows the pattern of Last@homrichberg.com. Find more HB Wealth email formats with LeadIQ.

When was HB Wealth founded?

HB Wealth was founded in 1989.

HB Wealth

Q: What is HB Wealth's official website and social media links?

HB Wealth's official website is hbwealth.com. HB Wealth has social profiles on LinkedIn.

Q: How many employees does HB Wealth have currently?

HB Wealth has approximately 345 employees.

Q: What technology does HB Wealth use?

HB Wealth's tech stack includes WP Engine, Google Ads, Font Awesome, Open Graph, Google Ads Conversion Tracking.

Financial ServicesGeorgia, United States201-500 Employees

Founded in 1989, HB Wealth is a national independent wealth management firm providing fiduciary, fee-only wealth advisory services, investment management, and family office services. As one of the country’s largest fee-only registered investment advisers (RIAs), HB Wealth is headquartered in Atlanta with more than 300 employees operating out of 11 offices across five states, managing over $25 billion for individuals, families, and institutions. With a mission of bringing unwavering financial peace of mind to the clients we are privileged to serve, HB Wealth delivers comprehensive advice and concierge-level care through a fee-only approach. Think of it as the fiduciary standard, elevated. Learn more at hbwealth.com.