Highland Consulting Associates
Finance · Ohio, United States · 11-50 Employees
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Overview
Headquarters
159 Crocker Park Blvd Ste 350, Cleveland...Phone Number
(440) 808-1500Website
www.highlandusa.netRevenue
$6.2 MillionIndustry
ZI Rank: 2
Signal Type
Mar
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Aug
ZI Rank
2
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2
About Highland Consulting Associates
Highland Consulting Associates, Inc. is a leading independent, fee-only investment consulting firm that serves as fiduciaries for retirement plan sponsors, foundations, endowments, and individuals. With a focus on client-first service, they provide unbiased and conflict-free investment management solutions tailored to their clients' goals. The firm has a strong reputation for delivering value, boasting a high client retention rate and a knowledgeable team with advanced designations. Since 1993, they have been dedicated to stewarding investments thoughtfully and successfully.Explore more
Highland Consulting Associates Org Chart
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Activity Insights
Highland Consulting Associates is experiencing very low activity levels compared to other companies in the Finance sector.
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Highland Consulting Associates is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Highland Consulting Associates.
Highland Consulting Associates financials insights
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2020
Debt
$350K
Highland Consulting Associates Tech Stack
A closer look at the technologies used by Highland Consulting Associates
Most Recent Scoops
Project
A front-line source has indicated that the largest upcoming organizational initiative will be focused on new automated performance reporting software.
Business Intelligence, Analytics & Insights, Automation, Contingent Workforce
Project
A front-line source in Financial Planning has indicated that the organization is in the midst of initiatives related to asset management. Highland Consulting Associates Inc is currently evaluating vendors to support these efforts. The organization is leveraging a new asset manager as part of these initiatives.
Asset Management, Financial Planning
Project
A front-line source in Financial Planning has indicated that the organization is in the midst of initiatives related to board reporting. Highland Consulting Associates Inc is currently evaluating vendors to support these efforts. The organization is focused on creating interactions with client boards as part of these initiatives.
Financial Planning, Board of Directors
Project
A front-line source in Financial Planning has indicated that the organization is planning to release a request for proposal (RFP) for initiatives related to customer relationship management (CRM) within the next three months. The organization plans to review alternative solutions to support these efforts.
CRM, Financial Planning
Project
Financial Planning, Enterprise Software, Software, Workforce Management
Highland Consulting Associates News & Media
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Frequently Asked Questions Regarding Highland Consulting Associates
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Highland Consulting Associates, Inc. is a leading independent, fee-only investment consulting firm that serves as fiduciaries for retirement plan sponsors, foundations, endowments, and individuals. With a focus on client-first service, they provide unbiased and conflict-free investment management solutions tailored to their clients' goals. The firm... Read More
