HBKS Wealth Advisors Tech Stack

Wealth management and financial advisory services across four states

Financial Services Erie, Pennsylvania 51–200 employees Founded 2001 Privately Held

HBKS Wealth Advisors is a regional RIA operating 11 offices across four states with a Microsoft-centric tech stack (Dynamics 365, Azure AD, Teams, SharePoint). The hiring velocity is accelerating—9 active roles with 4 posted in the last 30 days—and the mix is heavily finance-focused (6 finance roles), suggesting capacity expansion in client service and operations rather than technology-driven growth. Core pain points center on client acquisition and retention, with current projects focused on digital marketing campaigns and referral programs.

Tech Stack 12 technologies

Core StackDynamics 365 Azure AD Intune Microsoft Exchange HubSpot SharePoint OneDrive Teams Cisco Meraki Microsoft Office Word Excel

What HBKS Wealth Advisors Is Building

◆Challenges

Acquiring new clients
Retaining existing clients
Lead generation
Growth requires talent

▲Active Projects

Integrated digital marketing campaigns
Advisor marketing toolkits
Client referral programs

Hiring Activity

Accelerating9 roles · 4 in 30d

Department

Finance

Marketing

Ops

Support

Seniority

Mid

Junior

Intern

Manager

Senior

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About HBKS Wealth Advisors

HBKS Wealth Advisors is a registered investment advisory (RIA) founded in 2001, providing wealth management, financial planning, investment management, retirement planning, and tax-optimized strategies to individuals, families, businesses, nonprofits, and institutional clients. The firm operates from 11 offices across four states—headquartered in Erie, Pennsylvania—and combines local, personalized service with national-scale resources. Specializations include wealth transfer, business succession planning, and retirement plan administration. With 51–200 employees and a private-equity structure, the firm is positioned as a mid-market advisory with established compliance and fiduciary infrastructure.

HeadquartersErie, Pennsylvania

Company Size51–200 employees

Founded2001

Hiring MarketsUnited States

Frequently Asked Questions

What technology does HBKS Wealth Advisors use?

HBKS operates on Microsoft enterprise tools: Dynamics 365 for client relationship management, Azure AD for identity, Intune for device management, Exchange for email, SharePoint and OneDrive for document sharing, Teams for collaboration, plus HubSpot for marketing automation and Cisco Meraki for network management.

How many offices does HBKS Wealth Advisors operate?

HBKS operates 11 offices across four U.S. states, with headquarters in Erie, Pennsylvania. The multi-state footprint allows the firm to serve regional and national clients while maintaining local advisory relationships.