About HPM Partners
HPM Partners is a Financial Services company based in New York (United States) founded in 2009, and was acquired by Lightyear Capital in December 2017. Wealth Management firm. HPM Partners offers products and services including Wealth Management, Investment Solutions, Tax Planning, and Estate Planning. Its focus areas include Asset Management and Diversified. Its competitors include AlphaSense, Fidelity Investments and Morgan Stanley; 2 of its 3 listed competitors have raised funding.
Company details
HPM Partners was established in 2009 as a wealth management firm based in New York, United States. Advisory services for asset allocation, portfolio management, and financial planning are offered to individual and institutional clients. Operations emphasize risk assessment and investment strategies tailored to market conditions. The firm maintains a focus on long-term wealth preservation within the financial services sector, with activities centered in the U.S. market.
- Headquarters New York, United States
- Stage Acquired
- SectorsFinancial Services
- Website hpmpartners.com
- Social LinkedIn Facebook
- Acquired by Lightyear Capital (Dec 2017)
- Investors
- Acquired byLightyear Capital
(Dec 2017)
Products & Services of HPM Partners
HPM Partners offers a comprehensive portfolio of products and services, including Wealth Management, Investment Solutions, Tax Planning, and Estate Planning.
Provides integrated planning to grow and protect client wealth.
Offers goal-oriented strategies for safeguarding and growing assets.
Delivers optimization strategies for personal and business taxes.
Assists in preserving legacies through tailored wealth transfer plans.
Investors in HPM Partners
HPM Partners has secured backing from 1 investor, including venture fund investors. Prominent investors backing the company include Lightyear Capital.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Private equity firm investing in financial services sector | lycap.com | New York, United States |
Investor details for HPM Partners
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Timeline of HPM Partners
2 dated milestones of HPM Partners across 8 years, from founding to its latest funding, stage changes and deals.
- Founded HPM Partners is founded.
- Exit Acquired by Lightyear Capital.
Competitors of HPM Partners
HPM Partners has 3 listed competitors in our database, 2 of them funded. They include AlphaSense, Fidelity Investments and Morgan Stanley.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| alpha-sense.com | 2011 | New York, United States | $1.39B | 438 | AI-powered market intelligence and search platform is operated. | |
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. |
Detailed competitors of HPM Partners
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Web traffic of HPM Partners
Websites that share an audience with HPM Partners (hpmpartners.com).
Websites whose visitors overlap most with HPM Partners. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| thewealthnet.com | 100% | View details | |||
privateclientadvisory.com | privateclientadvisory.com | 99% | – | ||
| salempartners.com | 99% | 3K | #5,525,982 | View details |
Top companies in Asset Management
3 companies that operate in the same segment as HPM Partners (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 Hpm Partners
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Frequently Asked Questions about HPM Partners
HPM Partners was founded in 2009.
HPM Partners is headquartered in New York, United States. It is registered at New York, New York, United States.
HPM Partners was established in 2009 as a wealth management firm based in New York, United States. Advisory services for asset allocation, portfolio management, and financial planning are offered to individual and institutional clients. Operations emphasize risk assessment and investment strategies tailored to market conditions. The firm maintains a focus on long-term wealth preservation within the financial services sector, with activities centered in the U.S. market.
HPM Partners's top competitors include Fidelity Investments, AlphaSense and Morgan Stanley.
HPM Partners offers Wealth Management, Investment Solutions, Tax Planning, and Estate Planning.
HPM Partners has 1 investor. Key investors include Lightyear Capital.
Yes. HPM Partners was acquired by Lightyear Capital in December 2017.