Insights

Acquisition Opportunity As WMS Partners has recently become part of HB Wealth, there is a strategic opportunity to engage with this expanding client base that values fiduciary, fee-only wealth management. This transition may create needs for onboarding, integration services, or enhanced digital solutions to streamline their operations.

Growth Potential HB Wealth manages over 25 billion dollars and has a robust team exceeding 300 employees, indicating a significant scale and a potential demand for enterprise-level financial technology, compliance solutions, or consulting services to support their growth and operational efficiencies.

Market Positioning Competing with established firms with similar revenues like Harris or Sequoia, HB Wealth's focus on fiduciary standards and comprehensive wealth management offers opportunities to provide value-added services such as client engagement platforms, reporting tools, or market analytics to differentiate their offerings further.

Leadership Expansion Recent executive hires, including a chief market strategist and senior advisors, suggest ongoing strategic investment in market insight and investment strategy. This opens avenues for sales of advanced market research tools, investor education platforms, or strategic planning solutions tailored for high-net-worth advisory firms.

Technology Needs HB Wealth’s current tech stack includes modern web technologies, signaling openness to digital enhancements. There is an opportunity to introduce advanced client portal systems, cybersecurity solutions, or data analytics services to optimize their digital presence and service delivery.

Similar companies to WMS Partners is now part of HB Wealth

WMS Partners is now part of HB Wealth Tech Stack

WMS Partners is now part of HB Wealth uses 8 technology products and services including Microsoft Clarity, jQuery CDN, Open Graph, and more. Explore WMS Partners is now part of HB Wealth's tech stack below.

Microsoft Clarity
Analytics
jQuery CDN
Content Delivery Network
Open Graph
Content Management System
Twitter Emoji (Twemoji)
Font Scripts
Polyfill
Javascript Libraries
Modernizr
Javascript Libraries
jQuery
Javascript Libraries
PHP
Programming Languages

Media & News

WMS Partners is now part of HB Wealth's Email Address Formats

WMS Partners is now part of HB Wealth uses at least 2 format(s):

WMS Partners is now part of HB Wealth Email Formats	Example	Percentage
FLast@wms-partners.com	JDoe@wms-partners.com	93%
FirstLast@wms-partners.com	JohnDoe@wms-partners.com	2%
First.Last@wms-partners.com	John.Doe@wms-partners.com	1%
Last@wms-partners.com	Doe@wms-partners.com	1%
First@wms-partners.com	John@wms-partners.com	1%
FirstL@wms-partners.com	JohnD@wms-partners.com	1%
LFirst@wms-partners.com	DJohn@wms-partners.com	1%

Frequently Asked Questions

Where is WMS Partners is now part of HB Wealth's headquarters located?

WMS Partners is now part of HB Wealth's main headquarters is located at 1 W Pennsylvania Ave, Suite 800 Towson, Maryland 21204, US. The company has employees across 5 continents, including North AmericaAsiaEurope.

What is WMS Partners is now part of HB Wealth's phone number?

You can contact WMS Partners is now part of HB Wealth's main corporate office by phone at

+1-410-337-****

. 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 WMS Partners is now part of HB Wealth's stock symbol?

WMS Partners is now part of HB Wealth is a publicly traded company; the company's stock symbol is N/A.

What is WMS Partners is now part of HB Wealth's official website and social media links?

WMS Partners is now part of HB Wealth's official website is hbwealth.com and has social profiles on LinkedIn.

What is WMS Partners is now part of HB Wealth's NAICS code?

WMS Partners is now part of HB Wealth's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does WMS Partners is now part of HB Wealth have currently?

As of October 2025, WMS Partners is now part of HB Wealth has approximately 201 employees across 5 continents, including North AmericaAsiaEurope. Key team members include Chief Executive Officer: T. M. W.President: D. T.Partner: B. K.. Explore WMS Partners is now part of HB Wealth's employee directory with LeadIQ.

What industry does WMS Partners is now part of HB Wealth belong to?

WMS Partners is now part of HB Wealth operates in the Investment Management industry.

What technology does WMS Partners is now part of HB Wealth use?

WMS Partners is now part of HB Wealth's tech stack includes Microsoft ClarityjQuery CDNOpen GraphTwitter Emoji (Twemoji)PolyfillModernizrjQueryPHP.

What is WMS Partners is now part of HB Wealth's email format?

WMS Partners is now part of HB Wealth's email format typically follows the pattern of FLast@wms-partners.com. Find more WMS Partners is now part of HB Wealth email formats with LeadIQ.

When was WMS Partners is now part of HB Wealth founded?

WMS Partners is now part of HB Wealth was founded in 1993.

WMS Partners is now part of HB Wealth

Investment ManagementUnited States201-500 Employees

In January 2025, WMS Partners became part of HB Wealth. 

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.