About HFS Wealth Management
HFS Wealth Management is a company based in Dallas (United States) founded in 1994 by James N Howard.. HFS Wealth Management offers products and services including Wealth Planning, Consulting Services, and Investment Management. HFS Wealth Management operates in a competitive market with competitors including Fidelity Investments, Morgan Stanley, Investec, FNZ and Northwestern Mutual, among others.
- Headquarter Dallas, United States
- Founders James N Howard
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Sectors
Financial Services
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Email
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Phone
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Website
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Social
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- Legal Name Howard Financial Services Ltd
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Annual Revenue
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Net Profit
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Latest Funding Round
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Investors
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Employee Count
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Products & Services of HFS Wealth Management
HFS Wealth Management offers a comprehensive portfolio of products and services, including Wealth Planning, Consulting Services, and Investment Management. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Offers retirement and estate planning services for clients.
Provides strategic advice on tax and succession planning.
Manages traditional and alternative investment portfolios.
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Funding Insights of HFS Wealth Management
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investments & Acquisitions by HFS Wealth Management
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - HFS Wealth Management
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Hfs Wealth Management Comparisons
Competitors of HFS Wealth Management
HFS Wealth Management operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Fidelity Investments, Morgan Stanley, Investec, FNZ and Northwestern Mutual, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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| domain | founded_year | HQ Location |
Wealth management, investment advisory, and financial services are provided.
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| domain | founded_year | HQ Location |
Global banking, investment, and wealth management services are offered worldwide.
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| domain | founded_year | HQ Location |
Wealth management solutions are delivered for asset managers.
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| domain | founded_year | HQ Location |
Northwestern Mutual is engaged in financial planning and insurance services.
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| domain | founded_year | HQ Location |
Mutual life insurance and asset management services are provided.
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| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Frequently Asked Questions about HFS Wealth Management
When was HFS Wealth Management founded?
HFS Wealth Management was founded in 1994.
Where is HFS Wealth Management located?
HFS Wealth Management is headquartered in Dallas, United States. It is registered at Dallas, Texas, United States.
What does HFS Wealth Management do?
HFS Wealth Management, led by James N Howard as Founder, John Howard as Managing Director, specializes in offering financial products and advice, managing assets, and diversified. Provider of wealth management, retirement investment planning services. The team drives innovation, quality service, and sustainable practices to achieve excellence and client satisfaction.
Who are the top competitors of HFS Wealth Management?
HFS Wealth Management's top competitors include Fidelity Investments, Investec and S&P Global.
What products or services does HFS Wealth Management offer?
HFS Wealth Management offers Wealth Planning, Consulting Services, and Investment Management.