Profile Previews

Get a glimpse into our company and investor data—powered by the PitchBook Platform

HFI Wealth Management

2002 FOUNDED
M&A STATUS
M&A LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

Provider of insurance and financial services in New York. The company's services include wealth and financial planning for retirement, estate, and education plans, risk management, tax planning and investment management.

Formerly Known As
Hoxton Financial
Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Asset Management
Other Industries
Other Financial Services
Other Capital Markets/Institutions
Primary Office
  • 8530 Shepherdstown Pike
  • Post Office Box E
  • Shepherdstown, WV 25443
  • United States

HFI Wealth Management Valuation and Funding

Deal Type Date Amount Post-Val Valuation/
EBITDA
Debt Status

This information is reserved for PitchBook Platform users. To explore HFI Wealth Management‘s full profile, request access.

Request full access to PitchBook

HFI Wealth Management Executive Team (2)

Name Title Board
Seat
Contact
Info
Rob Hoxton Chief Executive Officer & Co-Founder
Julia Connell Co-Founder