Growth Momentum HB’s rapid expansion with new offices in Greenville and ongoing hiring across leadership roles signals increasing AUM and client demand, presenting opportunities to offer scalable wealth tech, client onboarding accelerators, and outsourced advisory solutions to support growth.

Tech Enablement A diverse tech stack including QuickBooks, Alteryx, Google BigQuery, and Power Platform suggests readiness for data integration, analytics, and automation services that can streamline operations, client reporting, and compliance for a growing advisor firm.

AUM Growth With HB’s reported 25B AUM and a firmwide ownership culture, there is potential to discuss advanced tax planning, family office services, and scalable custody or transition services as the client base expands.

Talent Strategy Frequent leadership hires (CMO, Chief Advisory Officer, tax planning director) indicate a focus on client experience and value-add services, presenting opportunities to offer training programs, rrp/advisor coaching, and knowledge management platforms.

M&A Readiness The capital-raise activity and recent executive hires align HB for growth financing, strategic partnerships, and scalable reporting/CRM integrations that a banking, fintech, or outsourced fund administration partner could support.