Insights

Growing Financial Advisory Support Horizon specializes in empowering financial advisors through modern goals-based solutions, deep expertise, and proprietary technology. This focus presents opportunities to offer tailored platforms or services that enhance advisory practice growth and client relationship management.

Tech-Driven Engagement With a tech stack including MySQL, Google Fonts API, Cloudflare, and reCAPTCHA, Horizon leverages advanced digital infrastructure. There is potential to cross-sell additional data analytics, security solutions, or client engagement tools to improve their operational efficiency and client outreach.

Strategic Industry Positioning Horizon’s involvement in investment management, coupled with recent corporate updates, indicates an active effort to strengthen market positioning. Sales opportunities exist in offering strategic consulting or partnership solutions that align with their innovative approach and growth initiatives.

Targeting Financial Advisors Given Horizon's goal to transform advisory practices and focus on meaningful client relationships, there are prospects to provide marketing, CRM, or compliance solutions that support their core client engagement strategies and technological needs.

Expansion and Investment Potential Recent financial and corporate activity, including strategic agreements and corporate governance updates, suggest Horizon might be looking to expand its services or integrate new technology solutions. This presents a chance to introduce scalable platforms or investment support tools tailored to an evolving investment management landscape.

Horizon Investments Tech Stack

Horizon Investments uses 8 technology products and services including TrackJS, Google Calendar, Appzi, and more. Explore Horizon Investments's tech stack below.

  • TrackJS
    Analytics
  • Google Calendar
    Appointment Scheduling
  • Appzi
    Customer Experience Management
  • Zendesk
    Documentation Tools
  • Backbone.js
    Javascript Frameworks
  • Moment.js
    Javascript Libraries
  • scikit-learn
    Machine Learning
  • Microsoft
    Miscellaneous

Media & News

Horizon Investments's Email Address Formats

Horizon Investments uses at least 1 format(s):
Horizon Investments Email FormatsExamplePercentage
FLast@horizoninvestments.comJDoe@horizoninvestments.com
82%
Last@horizoninvestments.comDoe@horizoninvestments.com
9%
First.Last@horizoninvestments.comJohn.Doe@horizoninvestments.com
4%
First@horizoninvestments.comJohn@horizoninvestments.com
5%

Frequently Asked Questions

Where is Horizon Investments's headquarters located?

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Horizon Investments's main headquarters is located at 6210 Ardrey Kell Road Suite 300 Charlotte, North Carolina 28277 United States. The company has employees across 3 continents, including North AmericaAfricaAsia.

What is Horizon Investments's phone number?

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You can contact Horizon Investments'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 Horizon Investments's stock symbol?

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Horizon Investments is a publicly traded company; the company's stock symbol is HZN.

What is Horizon Investments's official website and social media links?

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Horizon Investments's official website is horizoninvestments.com and has social profiles on LinkedInCrunchbase.

What is Horizon Investments's NAICS code?

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Horizon Investments's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Horizon Investments have currently?

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As of June 2026, Horizon Investments has approximately 152 employees across 3 continents, including North AmericaAfricaAsia. Key team members include Chief Executive Officer: B. C.Cto / Coo: C. D.Chief Investment Officer: S. L.. Explore Horizon Investments's employee directory with LeadIQ.

What industry does Horizon Investments belong to?

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Horizon Investments operates in the Investment Management industry.

What technology does Horizon Investments use?

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Horizon Investments's tech stack includes TrackJSGoogle CalendarAppziZendeskBackbone.jsMoment.jsscikit-learnMicrosoft.

What is Horizon Investments's email format?

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Horizon Investments's email format typically follows the pattern of FLast@horizoninvestments.com. Find more Horizon Investments email formats with LeadIQ.

When was Horizon Investments founded?

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Horizon Investments was founded in 1995.

Horizon Investments

Investment ManagementNorth Carolina, United States51-200 Employees

Horizon is an industry-recognized firm that provides modern goals-based solutions to empower financial advisors to help their clients reach their financial goals. More than an investment firm, Horizon helps fuel the growth of advisory practices by offering deep expertise, proprietary technology, and customized support. Sitting at the intersection of financial technology, wealth management, and investment solutions, Horizon’s unique approach enables advisors to transform their practices and focus on what matters most: building meaningful relationships and guiding clients toward their financial goals.

Section iconCompany Overview

Headquarters
6210 Ardrey Kell Road Suite 300 Charlotte, North Carolina 28277 United States
Phone number
Stock Symbol
HZN
NAICS Code
5239 - Other Financial Investment Activities
Founded
1995
Employees
51-200

Section iconFunding & Financials

  • $100M$250M

    Horizon Investments's revenue is estimated to be in the range of $100M$250M

Section iconFunding & Financials

  • $100M$250M

    Horizon Investments's revenue is estimated to be in the range of $100M$250M

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