HFI Wealth Management Overview
- Founded
- 2002
- Status
- Acquired/Merged
- Latest Deal Type
- M&A
- Financing Rounds
- 1
HFI Wealth Management General Information
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.
Contact Information
Website
www.hfiwealth.com
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
Acquirer
Primary Office
- 8530 Shepherdstown Pike
- Post Office Box E
- Shepherdstown, WV 25443
- United States
HFI Wealth Management Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
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Request a free trialHFI Wealth Management Executive Team (2)
| Name | Title | Board Seat | Contact Info |
|---|---|---|---|
| Rob Hoxton | Chief Executive Officer & Co-Founder | ||
| Julia Connell | Co-Founder |