Insights

Target Market Stability Horizon Wealth Advisors focuses on successful individuals and families, presenting a steady client base that values personalized financial planning and long-term advisory relationships, ideal for high-touch financial service upselling.

Technological Engagement Utilizing a tech stack with tools like Calendly and Amazon S3 indicates openness to digital solutions, suggesting opportunities to introduce advanced fintech integrations or digital client engagement platforms.

Revenue Range With an estimated revenue between 10M and 25M, Horizon demonstrates substantial market presence, offering potential for premium service offerings or expanded financial planning services to deepen client relationships.

Boutique Service Model As a small firm with a personal and proactive approach, Horizon is receptive to tailored solutions such as CRM enhancements, client management tools, or personalized reporting systems that align with their client-centric philosophy.

Industry Positioning Competitors like Arrow Investment Advisors and Summit Capital highlight a competitive landscape in financial advisory services, providing opportunities to differentiate through technology upgrades, compliance solutions, or marketing to similar high-net-worth segments.

Similar companies to Horizon Wealth Advisors

Horizon Wealth Advisors Tech Stack

Horizon Wealth Advisors uses 8 technology products and services including Calendly, Amazon S3, FMG Suite, and more. Explore Horizon Wealth Advisors's tech stack below.

Calendly
Appointment Scheduling
Amazon S3
Content Delivery Network
FMG Suite
Content Marketing
Font Awesome
Font Scripts
jQuery Migrate
Javascript Libraries
Google Maps
Maps
Adobe Fonts
Web Fonts
Google Plus
Widgets

Media & News

Horizon Wealth Advisors's Email Address Formats

Horizon Wealth Advisors uses at least 1 format(s):

Horizon Wealth Advisors Email Formats	Example	Percentage
FLast@horizon-advisors.com	JDoe@horizon-advisors.com	42%
First@horizon-advisors.com	John@horizon-advisors.com	11%
First.Last@horizon-advisors.com	John.Doe@horizon-advisors.com	5%
FLast@horizon-advisors.com	JDoe@horizon-advisors.com	42%

Frequently Asked Questions

Where is Horizon Wealth Advisors's headquarters located?

Horizon Wealth Advisors's main headquarters is located at 2603 Augusta Drive, Suite 1400. The company has employees across 2 continents, including North AmericaEurope.

What is Horizon Wealth Advisors's phone number?

You can contact Horizon Wealth Advisors's main corporate office by phone at

+1-713-748-****

. 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 Wealth Advisors's official website and social media links?

Horizon Wealth Advisors's official website is horizon-advisors.com and has social profiles on LinkedIn.

How much revenue does Horizon Wealth Advisors generate?

As of December 2025, Horizon Wealth Advisors's annual revenue is estimated to be $610K.

What is Horizon Wealth Advisors's NAICS code?

Horizon Wealth Advisors's NAICS code is 52 - Finance and Insurance.

How many employees does Horizon Wealth Advisors have currently?

As of December 2025, Horizon Wealth Advisors has approximately 10 employees across 2 continents, including North AmericaEurope. Key team members include President: L. M.Partner, Director Of Financial Planning: C. L.Partner / Dir. Of Investments: O. M.. Explore Horizon Wealth Advisors's employee directory with LeadIQ.

What industry does Horizon Wealth Advisors belong to?

Horizon Wealth Advisors operates in the Financial Services industry.

What technology does Horizon Wealth Advisors use?

Horizon Wealth Advisors's tech stack includes CalendlyAmazon S3FMG SuiteFont AwesomejQuery MigrateGoogle MapsAdobe FontsGoogle Plus.

What is Horizon Wealth Advisors's email format?

Horizon Wealth Advisors's email format typically follows the pattern of FLast@horizon-advisors.com. Find more Horizon Wealth Advisors email formats with LeadIQ.

When was Horizon Wealth Advisors founded?

Horizon Wealth Advisors was founded in 1999.

Horizon Wealth Advisors

Q: How many employees does Horizon Wealth Advisors have currently?

Horizon Wealth Advisors has approximately 10 employees.

Q: What technology does Horizon Wealth Advisors use?

Horizon Wealth Advisors's tech stack includes Calendly, Cloudflare, PHP, FMG Suite, Elementor.

Financial ServicesTexas, United States2-10 Employees

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.