About Hartford Funds
Hartford Funds is a Financial Services company based in Wayne (United States) founded in 1996, and was acquired by Wellington in June 2026. Mutual funds and ETFs are managed for investment purposes. Hartford Funds has raised $106.67 million across 1 funding round from investors including Wellington. Its chief executive, as recorded, is Jim Davey. Its website hartfordfunds.com draws about 120 thousand monthly visits. Hartford Funds offers products and services including Mutual Funds, ETFs, and SMART529. Its focus areas include Asset Management and Mutual Funds. Its legal entity is Hartford Funds Management Group, Inc. Its competitors include REX Shares, KA Fund Advisors and Hedonova; 2 of its 3 listed competitors have raised funding.
Company details
Hartford Funds was established in 1996 in Wayne, United States, as an investment management firm. Operations focus on mutual funds and exchange-traded funds (ETFs) to support client portfolios. Services are provided in the financial sector, with emphasis on asset management strategies. The company is led by President and CEO Jim Davey, serving investors across the United States.
- Headquarters Wayne, United States
- Stage Acquired
- SectorsFinancial Services
- Website category Finance · Investing
- Phone•••• ••••
- Website hartfordfunds.com/home.html
- Social LinkedIn X Facebook Instagram
- Acquired by Wellington (Jun 2026)
- Legal Name Hartford Funds Management Group, Inc.
- Total Equity Funding$106.67M (USD)
in 1 rounds
- Latest Funding Round$106.67M (USD), Series C
Oct 2013
- Investors
- Acquired byWellington
(Jun 2026)
Products & Services of Hartford Funds
Hartford Funds offers a comprehensive portfolio of products and services, including Mutual Funds, ETFs, and SMART529.
Provides diversified funds for long-term growth and income.
Offers traded funds for equity and fixed-income exposure.
Facilitates tax-advantaged savings for educational expenses.
Funding Insights of Hartford Funds
Hartford Funds has successfully raised a total of $106.67M through 1 strategic funding round. The most recent funding activity was a Series C round of $106.67 million completed in October 2013. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $106.67M
- Total Rounds 1
- Last Round Series C — $106.67M
- First Round $106.67M
(Oct 2013)
All 1 funding rounds of Hartford Funds with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Oct 2013 | $106.67M | Series C | – | – | – |
1 investors in total: 1 institutional.
Investors in Hartford Funds
Hartford Funds has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Wellington.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Diversified investment management services are provided to institutional clients. | wellington.com | Boston, United States |
Investor details for Hartford Funds
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of Hartford Funds
116 people are tracked at Hartford Funds (58 in leadership, 58 in team).
| Name | Role | Group |
|---|---|---|
Jim Davey | President & CEO | Leadership |
Theodore Lucas | Head of Investment Strategies and Solutions | Leadership |
Vernon Meyer | Chief Investment Officer | Leadership |
Gregory Stevens Mba | Regional Vice President | Leadership |
Carey Burke | Director Product Development | Leadership |
Sean Reichert | Director, Head Of ETF Capital Markets & Trading | Leadership |
Kourtnaye Lewis | Head Of Public Relations | Leadership |
Curtis Ranta | Head Of RIA Sales | Leadership |
Thomas Grasso | Director, Defined Contribution Investment Only | Leadership |
Julie Genjac | Vice President And Managing Director, Applied Insights | Leadership |
Kevin Kelly | Regional Vice President - Advisor Consultant | Leadership |
Joe Pewdo Jr | Regional Vice President - Advisor Consultant | Leadership |
Joseph Bucolo | Director Marketing Communications | Leadership |
Ernie Overholt | Chief Operations Officer | Leadership |
Douglas Stockslager | Regional Vice President - Advisor Consultant | Leadership |
Byron Newby | Svp, Head Of Content | Leadership |
Chris D'Angelo | Head Of Business Consultant Sales Team | Leadership |
Tom Phillips | Senior Vice President & Deputy General Counsel | Leadership |
Christopher Netter | Head Of Internal Sales | Leadership |
Jason Schechter | Head Of Investment Specialist Team And Institutional Investment Consulting | Leadership |
96 more people are available in the full profile.
Complete people profiles for Hartford Funds
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of Hartford Funds
3 dated milestones of Hartford Funds across 30 years, from founding to its latest funding, stage changes and deals.
- Founded Hartford Funds is founded.
- Funding First funding round of $106.7M.
- Exit Acquired by Wellington.
Competitors of Hartford Funds
Hartford Funds has 3 listed competitors in our database, 2 of them funded. They include REX Shares, KA Fund Advisors and Hedonova.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| rexshares.com | 2014 | New York, United States | $3.49M | Cryptocurrency exchange-traded funds are offered for blockchain investments. | ||
| kaynefunds.com | 1984 | Winfield, United States | 335 | Mutual fund investment services are provided to clients. | ||
| hedonova.io | 2020 | Los Angeles, United States | $18.4M | Hedge funds focused on alternative assets |
Detailed competitors of Hartford Funds
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of Hartford Funds
The website of Hartford Funds (hartfordfunds.com) receives about 120.2K visits a month and ranks #419,393 among all websites worldwide, #4,286 in Investing.
- Monthly visits120.2K
▲ 30.5% vs previous month
- Unique visitors50K
per month
- Global rank#419,393
among all websites
- Category rank#4,286
Finance · Investing
- Bounce rate44%
- Pages per visit1.9
- Average visit34 sec
- DevicesDesktop 41% · Mobile 59%
Websites whose visitors overlap most with Hartford Funds. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| capitalgroup.com | 100% | #14,092 | View details | ||
| fidelity.com | 94% | 129.5M | #275 | View details | |
| investopedia.com | 93% | 15.5M | #4,310 | View details | |
| percent.com | 91% | 218.4K | #165,279 | View details | |
| morningstar.com | 90% | 12.9M | #4,951 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 40 similar websites and full traffic analytics for Hartford Funds
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- 40 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
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Top companies in Asset Management
3 companies that operate in the same segment as Hartford Funds (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Related news about Hartford Funds
Complete news archive for Hartford Funds
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Frequently Asked Questions about Hartford Funds
Hartford Funds was founded in 1996 and raised its 1st funding round 17 years after it was founded.
Hartford Funds is headquartered in Wayne, United States.
Jim Davey is the CEO of Hartford Funds, as recorded in our data.
Hartford Funds is a funded company, having raised a total of $106.67M across 1 funding round to date. The company's 1st funding round was a Series C of $106.67M, raised on Oct 2013.
Hartford Funds was established in 1996 in Wayne, United States, as an investment management firm. Operations focus on mutual funds and exchange-traded funds (ETFs) to support client portfolios. Services are provided in the financial sector, with emphasis on asset management strategies. The company is led by President and CEO Jim Davey, serving investors across the United States.
Hartford Funds's top competitors include KA Fund Advisors, REX Shares and Hedonova.
Hartford Funds offers Mutual Funds, ETFs, and SMART529.
Hartford Funds has 1 investor. Key investors include Wellington.
Hartford Funds operates through Hartford Funds Management Group, Inc..
Yes. Hartford Funds was acquired by Wellington in June 2026.
The website of Hartford Funds receives about 120 thousand visits a month and ranks #419,393 among all websites worldwide.