Horizon Tech Stack

Goals-based investment platform and portfolio management for financial advisors

Investment Management Charlotte, North Carolina 51–200 employees Founded 1995 Privately Held

Horizon operates a portfolio management and technology platform serving independent financial advisors, built on a mature analytics stack (Bloomberg, FactSet, Python, Pandas, scikit-learn, PostgreSQL). Pain-point data reveals operational friction: data integrity, reporting efficiency, and analytical maturity gaps — all being addressed through active projects in performance reporting and workflow enhancement. Sales-led hiring (3 of 5 open roles) paired with emerging data capability signals a shift toward advisor-facing reporting and portal adoption.

Tech Stack 15 technologies

Core StackPower BI PostgreSQL Python Pandas NumPy scikit-learn Salesforce AWS Power Query Excel Bloomberg FactSet Git DAX Microsoft Office

What Horizon Is Building

◆Challenges

Operational challenges in portfolio management
Data integrity issues
Lack of reporting efficiency
Lack of operational insight
Lack of analytical maturity

▲Active Projects

Custom portfolio offering
Workflow and process enhancements
Performance reporting initiative
Targeted campaigns for financial advisors
Adoption of online advisor portal
Territory analysis for new opportunities

Hiring Activity

Accelerating5 roles · 2 in 30d

Department

Sales

Data

Finance

Seniority

Junior

Mid

Director

Notable leadership hires: Regional Director

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About Horizon

Horizon is an investment management firm founded in 1995 that supplies goals-based portfolio solutions, research, and technology infrastructure to independent financial advisors. The company operates from Charlotte, North Carolina, with a team of 51–200 employees. Beyond investment products, Horizon offers proprietary technology (including an emerging online advisor portal), customized portfolio management across retirement income and risk mitigation strategies, and go-to-market support to help advisors scale their practices. The active project list—custom portfolio offerings, performance reporting, territory analysis, and workflow automation—reflects a product-focused expansion aimed at reducing advisor operational burden.

HeadquartersCharlotte, North Carolina

Company Size51–200 employees

Founded1995

Hiring MarketsUnited States

Frequently Asked Questions

What technology does Horizon use for portfolio management?

Horizon's core tech stack includes Bloomberg, FactSet, Python, Pandas, scikit-learn, PostgreSQL, Power BI, and Excel for portfolio analysis, data modeling, and advisor reporting.

What is Horizon working on?

Current projects include custom portfolio offerings, performance reporting enhancements, an online advisor portal, workflow automation, and territory analysis for new advisor markets.