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HFS Wealth Management logo — Providing superior wealth management services with uncomprom...

HFS Wealth Management

Providing superior wealth management services with uncompromising integrity for affluent clients.

Founded 1994 United States Dallas, United States 20 employees Venture round Total: $3.03M Financial Services, Insurance +1

General Information

Company Name HFS Wealth Management
Founded Year 1994
Location United States Dallas, United States
Founders / Decision Makers
Team member
Employees 20
Industries Financial Services, Insurance, Wealth Management
Funding Stage Venture round
Social

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About HFS Wealth Management

is a financial services startup that specializes in providing superior wealth management services with uncompromising integrity for affluent clients. Founded in 1994 and based in Dallas, Texas, the company offers three primary wealth management services: planning, consulting, and investments. Their all-encompassing approach aims to meet the full range of clients' requirements, going beyond simple wealth growth to deliver exceptional service and unwavering integrity. The company's mission is to provide comprehensive wealth management services, fostering expectations of superior service. Despite not having recent disclosed investors, HFS Wealth Management secured a $3.03M Venture Round investment in June 18, 2019, exhibiting considerable interest from potential backers. With a focus on affluent individuals, families, business owners, and institutions, the company holds a solid position within the financial services, insurance, and wealth management industries.

Business keywords: Wealth Management, Financial Planning, Investment Management, Insurance Company, Dallas, Texas, Affluent Clients, Comprehensive Wealth Management, Client Relationship, Business Owners, Institutional Clients, Superior Service, Uncompromising Integrity, Private Fund Investments, Consulting Services, Estate Planning

Funding Rounds & Investors (1)

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Funding Stage Amount Investors Lead Investors Date
Venture Round $3.03M -
18 Jun 2019

HFS Wealth Management Alternatives & Competitors

View All Alternatives
HFS Wealth Management vs
Alliance Wealth Management Group
Alliance Wealth Management Group United States

The Alliance Integrated Advantage - Combining the Power of Investments & Tax Services

12 employees
Financial Services, Wealth Management
HFS Wealth Management vs
Winthrop Wealth
Winthrop Wealth United States

Wealth Management | Financial Planning | Investment Management

29 employees
Financial Services, Wealth Management
HFS Wealth Management vs
Capital Fiduciary Advisors, L.L.C.
Capital Fiduciary Advisors, L.L.C. United States

Boutique wealth and tax management firm providing peace of mind and strategic planning to our client...

2 employees
Financial Services, Wealth Management
View all alternatives

FAQ About HFS Wealth Management

Providing superior wealth management services with uncompromising integrity for affluent clients.
HFS Wealth Management was founded in 1994.
HFS Wealth Management is headquartered in Dallas, United States.
HFS Wealth Management operates in Financial Services, Insurance and Wealth Management. Its work centres on Wealth Management, Financial Planning, Investment Management and Insurance Company.
HFS Wealth Management has approximately 20 employees.
HFS Wealth Management has completed 1 funding round, raising a total of $3.03M. The latest funding stage is Venture round.
Top alternatives and competitors to HFS Wealth Management include Alliance Wealth Management Group, Winthrop Wealth, Capital Fiduciary Advisors, L.L.C., BIP Wealth, Pyrmont Wealth. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
HFS Wealth Management and Alliance Wealth Management Group are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for HFS Wealth Management, https://bouncewatch.com/company/hfs-wealth-management, updated 29 November 2024. When citing, please name BounceWatch and link this page.

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