Insights

Market positioning Small-scale investment management firm with limited staff and mid-range revenue signals a potential need for scalable back-office and client experience solutions, such as CRM, portfolio reporting, or compliance automation.

Technology footprint Existing tech stack includes Network Solutions and Microsoft 365, indicating opportunities to offer modern cybersecurity, cloud productivity enhancements, data analytics tools, and integrated fintech platforms.

Growth opportunities Low employee count but notable revenue suggests exploring outsourced or fractional services (RIA compliance, digital onboarding, marketing automation) to support growth without large headcount.

Market signals Revenue in the sub-10M range aligns with peers in mid-market advisory space, presenting a doorway for scalable investment in client acquisition, advisor training, and performance reporting upgrades.

Geographic focus Based in Maryland with a Chevy Chase address, there may be regional regulatory considerations and local partner networks (custodians, fintech vendors) to target for partnerships and co-marketing.

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Hillson Financial Management Tech Stack

Hillson Financial Management uses 2 technology products and services including Network Solutions, Microsoft 365, and more. Explore Hillson Financial Management's tech stack below.

Network Solutions
Domain Name Services
Microsoft 365
Email

Hillson Financial Management's Email Address Formats

Hillson Financial Management uses at least 1 format(s):

Hillson Financial Management Email Formats	Example	Percentage
FLast@hillsonfinancial.com	JDoe@hillsonfinancial.com	100%

Frequently Asked Questions

What is Hillson Financial Management's official website and social media links?

Hillson Financial Management's official website is hillsonfinancial.com and has social profiles on LinkedIn.

How much revenue does Hillson Financial Management generate?

As of July 2026, Hillson Financial Management's annual revenue is estimated to be $1M - $10M.

What is Hillson Financial Management's NAICS code?

Hillson Financial Management's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Hillson Financial Management have currently?

As of July 2026, Hillson Financial Management has approximately 1 employees across 1 continents, including North America. Key team members include President: D. A.President: D. C.President: Y. S.. Explore Hillson Financial Management's employee directory with LeadIQ.

What industry does Hillson Financial Management belong to?

Hillson Financial Management operates in the Investment Management industry.

What technology does Hillson Financial Management use?

Hillson Financial Management's tech stack includes Network SolutionsMicrosoft 365.

What is Hillson Financial Management's email format?

Hillson Financial Management's email format typically follows the pattern of FLast@hillsonfinancial.com. Find more Hillson Financial Management email formats with LeadIQ.

When was Hillson Financial Management founded?

Hillson Financial Management was founded in 1990.

Hillson Financial Management

Q: How many employees does Hillson Financial Management have currently?

Hillson Financial Management has approximately 1 employees.

Q: What is Hillson Financial Management's NAICS code?

Hillson Financial Management's NAICS code is 5239 (Other Financial Investment Activities).

Investment ManagementMaryland, United States0-1 Employees

Hillson Financial Management operates in the investment management sector. Based in Rockville, Maryland, the firm is a small operation. Its core activity involves managing investments for clients.

In the broader financial services landscape, it positions itself as a dedicated investment manager. The location ties it to the Maryland portion of the Washington, D.C. metropolitan region. The available description does not specify client profiles or service details.