Herbert J. Sims & Co.
Highly Engaged Employees
Highly Engaged EmployeesFinance · Connecticut, United States · 201-500 Employees
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Overview
Headquarters
2150 Post Rd Fl 301, Fairfield, Connecti...Phone Number
(800) 457-1935Website
www.hjsims.comRevenue
$29.3 MillionIndustry
ZI Rank: 2
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
2
3
3
3
4
2
About Herbert J. Sims & Co.
HJ Sims is a wealth management, investment banking, and institutional services firm that has been providing custom investment solutions for individuals and organizations since 1935. The company specializes in tailored investment strategies for high-net-worth individuals, innovative financing solutions for organizations, and investment-grade securities for both individuals and institutions. With a commitment to building stronger communities, HJ Sims offers insights and analysis to help clients make informed investment decisions. Their services encompass private wealth management, institutional sales, and various investment banking solutions.Explore more
Herbert J. Sims & Co. Org Chart
JJ
Group Managing Director, Private Wealth Manag...
RP
Managing Director
SC
Managing Director
DK
Managing Director
MS
Managing Director
NS
Senior Vice President Director of Trading and...
GM
Senior Vice President and Director of Credit ...
JC
Senior Vice President, Controller
MG
Senior Vice President and Financial Advisor
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Company Profile Activity
Activity Insights
Herbert J. Sims & Co. is experiencing very low activity levels compared to other companies in the Finance sector.
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Herbert J. Sims & Co. is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Herbert J. Sims & Co..
Herbert J. Sims & Co. financials insights
Gather financial insights about Herbert J. Sims & Co., including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$2M
Debt
$6.5M
Herbert J. Sims & Co. Tech Stack
A closer look at the technologies used by Herbert J. Sims & Co.
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Most Recent Scoops
Project
, according to a high-level source in sales, is in the midst of initiatives related to social media optimization.
Sales, Social Media
Project
, according to a high-level source in sales, is planning to leverage AI-driven customer support and chatbots over the next six to twelve months.
Sales, Language Technology, Artificial Intelligence, Language
Project
, according to a high-level source in sales, is planning upcoming initiatives related to sales intelligence tools software. Herbert J. Sims & Co. will be increasing funding to support these efforts.
Spending/Investment, Business Intelligence, Financial Planning, Funding, Sales, Software, Finance, Sales Technology
Project
, according to a high-level source in sales, is planning to leverage AI-driven analytic insights (e.g., predictive, strategic, etc.) over the next six to twelve months.
Sales, Artificial Intelligence
Project
Request for Proposal (RFP), Sales
Herbert J. Sims & Co. News & Media
HJ Sims Welcomes Jenny Wade as Senior Vice President, Investment Banking
MINNEAPOLIS--(BUSINESS WIRE)-- #HJSims--HJ Sims (Sims), a privately held investment bank and wealth management firm founded in 1935, is pleased to announce that Jenny Wade joins the firm as Senior Vice President in their Bloomington, MN office. With over 21 years of municipal and nonprofit finance experience, Wade is well known for her technical skills including the development of complex financial models. Prior to joining Sims, Wade was a part of the senior living team atAttention HJ Sims Customers: Missed Bond Payments? Contact Law Firm of KlaymanToskes
The Law Firm of KlaymanToskes Investigates HJ Sims For Bond Offerings NEW YORK, NY, US, November 23, 2022 /EINPresswire.com/ -- National investment fraud lawyers KlaymanToskes announces their investigation of Herbert J. Sims & Co. Inc. (“HJ Sims”) …HJ Sims Closes Life Insurance Company Loan for Assisted Living and Memory Care Community
FAIRFIELD, Conn., Oct. 4, 2022 /PRNewswire/ -- HJ Sims (Sims), a privately held investment bank and wealth management firm founded in 1935, is pleased to announce that it was recently successful in bringing a new solution to a valuable client seeking to refinance and pay off construction...
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HJ Sims is a wealth management, investment banking, and institutional services firm that has been providing custom investment solutions for individuals and organizations since 1935. The company specializes in tailored investment strategies for high-net-worth individuals, innovative financing solutions for organizations, and investment-grade securit... Read More
