HFS Wealth Management
Providing superior wealth management services with uncompromising integrity for affluent clients.
Providing superior wealth management services with uncompromising integrity for affluent clients.
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.
| Funding Stage | Amount | No. Investors | Investors | Date |
|---|---|---|---|---|
| Venture Round | $3.03M | - | 18 Jun 2019 |
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