HFG Wealth Management is an independent Registered Investment Advisor that oversees the financial affairs of families, business owners, and affluent individuals.

HFG Wealth Management

Harness Wealth is a platform that connects clients with tax and financial advisors tailored to their specific needs, including expertise in equity compensation and business planning.

Harness Wealth

Zoe is a modern wealth platform that carefully curates a network of independent, fee-only financial advisors and financial planners across the country. The platform aims to make wealth creation tailored and convenient through innovative technology and exceptional client service.

Zoe Financial

Financial Planning Association is a membership organization and trade association for CERTIFIED FINANCIAL PLANNER professionals and those engaged in the financial planning process, self-described as a partner in planning by helping professionals realize their vision of professional fulfillment through practice support, learning, advocacy, and networking.

Metric
Company Name	HFG Wealth Management	Harness Wealth	Zoe Financial	Financial Planning Association
Symbol
MSH ID	COM:HFGWM	COM:HARNESSWEALTH	COM:ZOEFIN	ORG:FINANCIALPLANNINGASSOCIATION
Market	PRIVATE	PRIVATE	PRIVATE	PRIVATE
Sector	Financial Services & Finance	Financial Services & Finance	Financial Services & Finance	Commercial & Professional Services
Industry	Financial Advisory Services	Financial Technology	Financial Services & Finance	Financial Services
Country	US	US	US	US
Stage
Employee Count			67	101
Website	hfgwm.com	harnesswealth.com	zoefin.com	financialplanningassociation.org
LinkedIn			zoe-financial-inc.
Founders

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Enterprise Value
Monthly Web Traffic				18.03K
Web Traffic Growth				-0.65
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COM:HFGWM

HFG Wealth Management

Company Overview

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