Insights

Niche market focus Treloar & Heisel specializes in financial services for dental and medical professionals, presenting a ready-made cross-sell path for practice finance, retirement planning, and risk management solutions.

Acquisition signal Recent acquisition by EPIC Insurance Brokers & Consultants indicates potential strategic shifts and integration opportunities; target aligns with expanding financial planning and insurance offerings for professionals, creating outbound up-sell and partnership angles.

Scale and reach With 51-200 employees and a strong national network, there is room to leverage larger distribution partnerships, co-branded campaigns, and referrals to broaden market penetration in dental and medical practitioner communities.

Tech-enabled sales Existing tech stack (Salesforce, HubSpot, Power BI, DocuSign, Mailchimp) supports scalable CRM, marketing automation, and data-driven outreach, enabling targeted campaigns to prospective dental and medical clients.

Financial momentum Revenue in the $100M-$250M range suggests a stable base for expanding financial advisory services, insurance, and retirement planning products to capture higher share of wallet within current client segments.

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Treloar & Heisel Tech Stack

Treloar & Heisel uses 8 technology products and services including UserWay, Power BI, HubSpot Content Hub, and more. Explore Treloar & Heisel's tech stack below.

UserWay
Accessibility
Power BI
Business Intelligence
HubSpot Content Hub
Content Management System
Salesforce
Customer Relationship Management
Mailchimp
Email
Mimecast Secure Email Gateway
Email Security
DocuSign
Miscellaneous
Piwik
System Analytics & Monitoring

Media & News

EPIC Insurance Brokers & Consultants acquires Treloar & Heisel, Inc..
EPIC Insurance Brokers and Consultants has acquired Treloar & Heisel, a strategic decision that EPIC says expands its offerings of financial planning and insurance services to medical and dental professionals.
Apr 12, 2022 | www.ncnewsonline.com

Treloar & Heisel's Email Address Formats

Treloar & Heisel uses at least 5 email formats:

Treloar & Heisel Email Formats	Example	Percentage
FLast@th-online.net	JDoe@th-online.net	85%
Last@th-online.net	Doe@th-online.net	13%
FirstLas@th-online.net	JohnDoe@th-online.net	2%
FLast@treloaronline.com	JDoe@treloaronline.com	95%
Last@treloaronline.com	Doe@treloaronline.com	5%

Frequently Asked Questions

What is Treloar & Heisel's phone number?

You can contact Treloar & Heisel's main corporate office by phone at

+1-724-658-****

. 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 Treloar & Heisel's official website and social media links?

Treloar & Heisel's official website is treloaronline.com and has social profiles on LinkedIn.

How much revenue does Treloar & Heisel generate?

As of August 2026, Treloar & Heisel's annual revenue is estimated to be $100M - $250M.

What is Treloar & Heisel's NAICS code?

Treloar & Heisel's NAICS code is 52 - Finance and Insurance.

How many employees does Treloar & Heisel have currently?

As of August 2026, Treloar & Heisel has approximately 79 employees across 2 continents, including North America and Oceania. Key team members include Managing Director: C. W., Relationship Manager: A. M. and Case Manager: D. L. Explore Treloar & Heisel's employee directory with LeadIQ.

What industry does Treloar & Heisel belong to?

Treloar & Heisel operates in the Financial Services industry.

What technology does Treloar & Heisel use?

Treloar & Heisel's tech stack includes UserWay, Power BI, HubSpot Content Hub, Salesforce, Mailchimp, Mimecast Secure Email Gateway, DocuSign and Piwik.

What is Treloar & Heisel's email format?

Treloar & Heisel's email format typically follows the pattern of FLast@th-online.net. Find more Treloar & Heisel email formats with LeadIQ.

When was Treloar & Heisel founded?

Treloar & Heisel was founded in 1959.

Treloar & Heisel

Q: What is Treloar & Heisel's official website and social media links?

Treloar & Heisel's official website is treloaronline.com. Treloar & Heisel has social profiles on LinkedIn.

Q: How many employees does Treloar & Heisel have currently?

Treloar & Heisel has approximately 79 employees.

Q: What technology does Treloar & Heisel use?

Treloar & Heisel's tech stack includes HubSpot Chat, EPIC Insurance Brokers & Consultants, Mailchimp, DocuSign, Microsoft.

Q: What is Treloar & Heisel's NAICS code?

Treloar & Heisel's NAICS code is 52 (Finance and Insurance).

Financial ServicesPennsylvania, United States51-200 Employees

Treloar & Heisel provides a range of financial products and services to dental and medical professionals across the United States. The firm traces its roots to a family business established more than fifty years ago and now serves clients from residency through retirement. It is headquartered in New Castle, Pennsylvania.

It delivers personalized guidance through a local presence and leverages a broad national network to ensure consistent service as clients move within the country. In April 2022, EPIC Insurance Brokers and Consultants acquired Treloar & Heisel, integrating its offerings with EPIC to broaden financial planning and insurance services for medical and dental professionals.