


Hivest Financial
Financial Services • United States • 1-10 Employees
Company overview
| Headquarters | United States |
| Phone number | +13122827877 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Family Office, Investment Management, M&A Advisory Services, Financial Advisory For Businesses |
| Founded | 2009 |
| Employees | 1-10 |
Key Contact at Hivest Financial
Dianne Hively
Chief Executive Officer
Hivest Financial Email Formats
Hivest Financial uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@hivestfinancial.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@hivestfinancial.com | 100% |
About Hivest Financial
Hivest Financial is a financial strategist for individuals, families, and small businesses transitioning into high or ultra-high net worth. Financial freedom is obtained through a custom personal and business strategy. We will devise a business strategy and structure your accounting and investments with tax efficiency. We enhance your personal spending strategy with monitoring and ongoing education of all family members. We advise on investments, taxes, portfolio allocation, and insurance. We are your liaison/quarterback and manage the financial process on your behalf. While investment management is a service of Hivest Financial, we also engage with your existing or refer other investment managers, insurance brokers, corporate attorneys, estate planning attorneys, property managers, and tax experts.
Hivest Financial revenue & valuation
| Annual revenue | $85,555 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $273,776 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Hivest Financial has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Hivest Financial has never raised funding before.
Hivest Financial Tech Stack
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