Horizon Wealth Advisors Revenue

Financial Services • 2603 Augusta Drive, Suite 1400, United States • 1-10 Employees

Horizon Wealth Advisors revenue & valuation

Annual revenue	$3,796,246
Revenue per employee	$380,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$12,200,000
Total funding	No funding

Key Contact at Horizon Wealth Advisors

Colin Lee

Partner, Director Of Financial Planning

Company overview

Headquarters	2603 Augusta Drive, Suite 1400, Houston, TX 77057, US
Phone number	+17137487000
Website	horizon-advisors.com
NAICS	52
SIC	628
Keywords	Investment Management, Charitable Planning, Estate Planning, Retirement Planning, Financial Planning, Wealth Management, Education Planning, Fee-Only Financial Advice, Tax-Aware Investing
Founded	1999
Employees	1-10
Socials

Horizon Wealth Advisors Email Formats

Horizon Wealth Advisors uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@horizon-advisors.com), used 57.1% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@horizon-advisors.com	57.1%
{first name}{last name}	johndoe@horizon-advisors.com	42.9%

About Horizon Wealth Advisors

Horizon Wealth Advisors is a Houston based, privately owned, fee-only financial advisory firm established in 1999. We specialize in helping successful individuals and families understand, organize, and manage their often complex financial situations. Our best clients are those who are interested in developing a long and productive relationship with a stable and trustworthy advisor. At Horizon, we focus on developing a deep and personal understanding of our clients, allowing us to be very proactive and responsive to their unique needs. We understand each client’s total financial picture and are in a unique position to play a coordinating role with their other advisors. Our recommendations are independent, objective, and based solely on what is best for our clients.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Partner

Vice President

Employees by Department

Horizon Wealth Advisors has 3 employees across 1 departments.

Departments

Number of employees

Funding Data

Horizon Wealth Advisors has never raised funding before.

Horizon Wealth Advisors Tech Stack

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

Modernizr

JavaScript libraries

Awesomplete

Search engines

Cloudflare Bot Management

Security

Slick

JavaScript libraries

Microsoft 365

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

jQuery

JavaScript libraries

FMG Suite

Marketing automation

HSTS

Security

Calendly

Appointment scheduling

Datadog

Analytics

Frequently asked questions

Horizon Wealth Advisors is located in 2603 Augusta Drive, Suite 1400, US.

You can reach Horizon Wealth Advisors at +17137487000.

Horizon Wealth Advisors generates an estimated annual revenue of $3,796,246. This revenue figure reflects the company's market position and business performance in its industry.

Horizon Wealth Advisors has an estimated valuation of $12,200,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Horizon Wealth Advisors was founded in 1999, making it 27 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Horizon Wealth Advisors

Colin Lee

Partner, Director Of Financial Planning

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