Insights

Boutique scale Small firm with lean team and personalized service presents a high-touch, fee-based advisory opportunity. Potential to upsell scalable digital tools, outsourced CIO services, or family office capabilities as assets under management grow.

Growth potential Revenue range indicates mid-market status with room to expand services to include retirement planning, risk management, and comprehensive estate strategies. Target cross-sell of wealth management modules and consolidation of investment products.

Tech modernization Current tech stack suggests openness to cost-effective marketing automation and user experience enhancements. Opportunity to provide CRM/workflow optimization, advanced analytics, client portal enhancements, and data security services.

Competitive positioning Positioned among large incumbents yet with intimate client focus. Potential to differentiate with tailored planning methodologies, fiduciary-grade reporting, and transparent fee structures to attract clients from bigger firms seeking personalized attention.

Strategic partnerships Smaller firm profile and growth trajectory align with partnerships for wealth planning resources, technology integrations, and outsourced services. Ideal for channel partnerships, co-branded offerings, or joint marketing to widen reach.

Similar companies to HORNE Wealth Advisors

HORNE Wealth Advisors Tech Stack

HORNE Wealth Advisors uses 7 technology products and services including Hotjar, Mailchimp, jQuery, and more. Explore HORNE Wealth Advisors's tech stack below.

  • Analytics
  • jQuery
    Javascript Libraries
  • Modernizr
    Javascript Libraries
  • Google Tag Manager
    Tag Management
  • Adobe Fonts
    Web Fonts
  • GoDaddy
    Web Hosting

HORNE Wealth Advisors's Email Address Formats

HORNE Wealth Advisors uses at least 1 email format:
HORNE Wealth Advisors Email FormatsExamplePercentage
First.Last@hornewealth.comJohn.Doe@hornewealth.com
100%

Frequently Asked Questions

What is HORNE Wealth Advisors's phone number?

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You can contact HORNE Wealth 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 HORNE Wealth Advisors's official website and social media links?

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HORNE Wealth Advisors's official website is hornewealth.com and has social profiles on LinkedIn.

How much revenue does HORNE Wealth Advisors generate?

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As of July 2026, HORNE Wealth Advisors's annual revenue is estimated to be <$1M.

What is HORNE Wealth Advisors's NAICS code?

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HORNE Wealth Advisors's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does HORNE Wealth Advisors have currently?

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As of July 2026, HORNE Wealth Advisors has approximately 2 employees across 1 continents, including North America. Key team members include Director: T. M., Wealth Advisor: C. M. and : C. V. H. Explore HORNE Wealth Advisors's employee directory with LeadIQ.

What industry does HORNE Wealth Advisors belong to?

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HORNE Wealth Advisors operates in the Investment Management industry.

What technology does HORNE Wealth Advisors use?

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HORNE Wealth Advisors's tech stack includes Hotjar, Mailchimp, jQuery, Modernizr, Google Tag Manager, Adobe Fonts and GoDaddy.

What is HORNE Wealth Advisors's email format?

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HORNE Wealth Advisors's email format typically follows the pattern of First.Last@hornewealth.com. Find more HORNE Wealth Advisors email formats with LeadIQ.
HORNE Wealth Advisors logo

HORNE Wealth Advisors

Investment ManagementMississippi, United States2-10 Employees

HORNE Wealth Advisors operates in the investment management sector, offering customized wealth planning and prudent investment strategies tailored to individual long-term financial goals. Based in Ridgeland, Mississippi, United States, the firm emphasizes simplifying clients’ financial affairs by clarifying objectives and delivering tailored guidance that aligns with their unique needs. The company serves high-level financial planning and asset management needs, addressing the challenges clients face in coordinating various financial considerations to achieve stability and growth over time. Positioned as a boutique advisory within a broad field of financial services, HORNE Wealth Advisors focuses on personal, objective support rather than generic solutions, drawing on its emphasis on individualized approaches to wealth planning. The firm’s described approach centers on understanding clients’ goals and translating them into clear, actionable strategies, with an emphasis on thoughtful, goal-driven guidance rather than promotional messaging. } }}{ } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } }

Section iconCompany Overview

Phone number
NAICS Code
5239 - Other Financial Investment Activities
Employees
2-10

Section iconFunding & Financials

  • <$1M

    HORNE Wealth Advisors's revenue is estimated to be in the range of <$1M

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