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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 Series Unknown Total: $3.03M Financial Services, Insurance +1

General Information

Company Name HFS Wealth Management
Founded Year 1994
Location United States Dallas, United States +1
Founders / Decision Makers
Team member
Employees 20
Industries Financial Services, Insurance, Wealth Management
Funding Stage Series Unknown
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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.

Taxonomy: 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 •••••• - 18 Jun 2019

HFS Wealth Management Alternatives & Competitors

HFS Wealth Management vs
Wealth Advisors Group
Wealth Advisors Group United States

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HFS Wealth Management vs
Wealth First Advisors Pvt. Ltd.
Wealth First Advisors Pvt. Ltd. India

Wealth & Investment Management

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HFS Wealth Management vs
Reilly Financial Advisors
Reilly Financial Advisors United States

Helping our clients to define and achieve their individual financial goals

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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 the following industries: Financial Services, Insurance, Wealth Management.
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 Series Unknown.
Top alternatives and competitors to HFS Wealth Management include Wealth Advisors Group, Wealth First Advisors Pvt. Ltd., Reilly Financial Advisors, Winthrop Wealth, Maridea Wealth Management. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
HFS Wealth Management and Wealth Advisors 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.

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