Horizon Private Wealth

Financial Services • 201 Riverplace, Suite 500, United States • 1-10 Employees

Company overview

Headquarters	201 Riverplace, Suite 500, Greenville, South Carolina 29601, US
Phone number	+18646868570
Websites	horizonpw.com horzionpw.com
NAICS	52
Keywords	Tax Planning, Succession Planning, Wealth Management, Estate Planning, Investment Management, Cash Flow Planning, Tax Strategies, Insurance Strategies, Trust Planning, Philanthropic Planning, Business Exit Planning
Founded	2024
Employees	1-10

Key Contact at Horizon Private Wealth

Aaron Berg

Co-Founder & Managing Partner

Horizon Private Wealth Email Formats

Horizon Private Wealth uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@horizonpw.com), used 66.7% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@horizonpw.com	66.7%
{first name}{last name}	johndoe@horizonpw.com	33.3%

About Horizon Private Wealth

Bringing the Present and Future Into Focus Through our proven process, the Horizon Navigator, we are dedicated to serving successful business owners, professionals, and families in order to simplify complexity and keep the road ahead in focus. Helping clients build wealth, avoid unnecessary risk, and capitalize on opportunities. Wealth Management - Exit Planning - Tax Strategies - Insurance

Horizon Private Wealth revenue & valuation

Annual revenue	$513,330
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,700,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Founder/Owner

Employees by Department

Horizon Private Wealth has 3 employees across 2 departments.

Departments

Number of employees

Funding Data

Horizon Private Wealth has never raised funding before.

Horizon Private Wealth Tech Stack

Discover the technologies and tools that power Horizon Private Wealth's digital infrastructure, from frameworks to analytics platforms.

Google Workspace

reCAPTCHA

Security

Google Tag Manager

Tag managers

GoDaddy

Hosting

Lightbox

JavaScript libraries

GoDaddy Website Builder

CMS

Open Graph

Miscellaneous

Facebook Pixel

Analytics

RequireJS

JavaScript frameworks

React

JavaScript frameworks

core-js

JavaScript libraries

PWA

Miscellaneous

Frequently asked questions

Horizon Private Wealth is located in 201 Riverplace, Suite 500, US.

You can reach Horizon Private Wealth at +18646868570.

Horizon Private Wealth was founded in 2024, making it 2 years old. The company has established itself as a significant player in its industry over this time.

Horizon Private Wealth has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Horizon Private Wealth

Aaron Berg

Co-Founder & Managing Partner

4.8

40,000 users