Insights

Niche Market Focus Hart & Patterson Financial Group specializes in personalized financial planning services for individuals and families seeking financial independence, indicating opportunities to offer tailored financial products and advisory services to high-net-worth clients.

Growth Potential With a lean team of 2-10 employees and revenue under 1 million dollars, the company presents an opportunity for scalable financial solutions, planning software, or outsourced support services to help expand its client base and operational capacity.

Technology Stack The firm utilizes analytics and marketing tools such as HubSpot, Salesforce, and Google Analytics, which suggests openness to innovative CRM, data-driven marketing solutions, and digital engagement tools to enhance client outreach and retention strategies.

Competitive Landscape Operating in a market alongside large firms like Charles Schwab and Fidelity, there is a potential sales opportunity for specialized or niche financial products, compliance tools, or consultancy services tailored for small independent firms to strengthen competitive positioning.

Market Trends The focus on dynamic, adaptable financial planning aligns with current trends emphasizing personalized, flexible investment strategies—an angle where targeted financial technology solutions or educational content could support their strategic growth.

Hart & Patterson Financial Group Tech Stack

Hart & Patterson Financial Group uses 8 technology products and services including HubSpot Analytics, Twemoji, spin.js, and more. Explore Hart & Patterson Financial Group's tech stack below.

  • HubSpot Analytics
    Analytics
  • Twemoji
    Font Scripts
  • spin.js
    Javascript Frameworks
  • Pardot
    Marketing
  • Salesforce Marketing Cloud Account Engagement
    Marketing Automation
  • Google Analytics
    Web Analytics
  • Adobe Fonts
    Web Fonts
  • jQuery.scrollTo
    Web Tools And Plugins

Media & News

Hart & Patterson Financial Group's Email Address Formats

Hart & Patterson Financial Group uses at least 1 format(s):
Hart & Patterson Financial Group Email FormatsExamplePercentage
First@hartpatterson.comJohn@hartpatterson.com
50%
First@hartpatterson.comJohn@hartpatterson.com
50%

Frequently Asked Questions

Where is Hart & Patterson Financial Group's headquarters located?

Minus sign iconPlus sign icon
Hart & Patterson Financial Group's main headquarters is located at 136 West Street Suite106 Northampton, Massachusetts 01060 United States. The company has employees across 1 continents, including North America.

What is Hart & Patterson Financial Group's phone number?

Minus sign iconPlus sign icon
You can contact Hart & Patterson Financial Group's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Hart & Patterson Financial Group's official website and social media links?

Minus sign iconPlus sign icon
Hart & Patterson Financial Group's official website is hartpatterson.com and has social profiles on LinkedIn.

How much revenue does Hart & Patterson Financial Group generate?

Minus sign iconPlus sign icon
As of January 2026, Hart & Patterson Financial Group's annual revenue is estimated to be $1.6M.

What is Hart & Patterson Financial Group's SIC code NAICS code?

Minus sign iconPlus sign icon
Hart & Patterson Financial Group's SIC code is 6282 - Investment Advice NAICS code is 52 - Finance and Insurance.

How many employees does Hart & Patterson Financial Group have currently?

Minus sign iconPlus sign icon
As of January 2026, Hart & Patterson Financial Group has approximately 2 employees across 1 continents, including North America. Key team members include Partner Chief Financial Officer: S. P.. Explore Hart & Patterson Financial Group's employee directory with LeadIQ.

What industry does Hart & Patterson Financial Group belong to?

Minus sign iconPlus sign icon
Hart & Patterson Financial Group operates in the Financial Services industry.

What technology does Hart & Patterson Financial Group use?

Minus sign iconPlus sign icon
Hart & Patterson Financial Group's tech stack includes HubSpot AnalyticsTwemojispin.jsPardotSalesforce Marketing Cloud Account EngagementGoogle AnalyticsAdobe FontsjQuery.scrollTo.

What is Hart & Patterson Financial Group's email format?

Minus sign iconPlus sign icon
Hart & Patterson Financial Group's email format typically follows the pattern of First@hartpatterson.com. Find more Hart & Patterson Financial Group email formats with LeadIQ.

When was Hart & Patterson Financial Group founded?

Minus sign iconPlus sign icon
Hart & Patterson Financial Group was founded in 1992.

Hart & Patterson Financial Group

Financial ServicesMassachusetts, United States2-10 Employees

Hart & Patterson Financial Group is an independent financial planning firm. For clients and their families, the attainment of financial independence and freedom is based on sound planning and implementation throughout one’s life. As one’s financial needs change through life’s stages, it is critical to create a dynamic plan that can adapt to changing circumstances. We work with you to clarify your financial goals and create and implement a financial plan to keep you on tracks.

Third-party posts found on this profile do not reflect the views of the Firm, its Associated Persons or Affiliates, and have not been reviewed by the Firm as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact our Firm directly or consult another qualified professional. The testimonials/recommendations used may not be representative of the experiences of other clients and are not indicative of future performance or success. Third-party posts are monitored for inappropriate language. Posts using such language will be removed. The comments posted here may be made by current clients, past clients, or non-clients. We have not paid for these comments.

Section iconCompany Overview

Headquarters
136 West Street Suite106 Northampton, Massachusetts 01060 United States
Phone number
SIC Code
6282 - Investment Advice
NAICS Code
52 - Finance and Insurance
Founded
1992
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M

    Hart & Patterson Financial Group's revenue is estimated to be in the range of $1M

Section iconFunding & Financials

  • $1M

    Hart & Patterson Financial Group's revenue is estimated to be in the range of $1M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.