Horizon Investments Revenue, Growth & Competitor Profile

DBA HORIZON INVESTMENTS LLC

Company Profile & Annual Report for Horizon Investments

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Horizon Investments Fast Facts

Revenue	$10 - $100 million    See Exact Annual Revenue
Employees	N/AExact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Address	6210 Ardrey Kell Road Ste 300 Charlotte, NC 28277

Note: Revenues for privately held companies are statistical evaluations.


Horizon Investments's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Horizon Investments's annual revenues are $10 - $100 million (see exact revenue data)
• What industry is the company in?
  • Horizon Investments is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry, NAICS Code 523.

Horizon Investments Annual Revenue and Growth Rate

Horizon Investments	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2023	$10 - $100 million Details in Premium Report
2022
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Horizon Investments's revenues are gauged from an analysis of company filings.

Horizon Investments's Income Statement (based on Industry Averages)

Horizon Investments P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Trademark Applications

Trademark applications show the products and services that Horizon Investments is developing and marketing. Horizon Investments doesn't have any recent trademark applications, indicating Horizon Investments is focusing on its existing business rather than expanding into new products and markets. Trademarks may include brand names, product names, logos and slogans.

Trademark	Date
ACTIVE REPLACEMENT ALPHA Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs	07/15/2022
GOALS-BASED GLIDEPATH Financial planning and investment advisory services	02/24/2022
GBRS Financial advisory and consultancy services, namely, planning and consulting services based on financial analyses of investment options, portfolio allocations, assets, and long-term goals	03/25/2021

See all trademarks and details in the Full Report.

Market Share of Horizon Investments's Largest Competitors

A competitive analysis shows these companies are in the same general field as Horizon Investments, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
CITIGROUP	Stamford, CT	100
FEDERAL HOME LOAN MORTGAGE	Mc Lean, VA	78
ADVISORTRUST	Sioux Falls, SD	63
STONEX GROUP	New York, NY	59
FIDELITY WORKPLACE SERVICES	Boston, MA	37
MORGAN STANLEY EXPANSION EQUITY IX INVESTMENT TEAM LEF	New York, NY	36
RITE-VALUE PHARMACY	Louisa, KY	28
GOLDMAN SACHS ASSET MANAGEMENT	New York, NY	26
TMH	Chattanooga, TN	16

Nearby Competitors

These companies are similar in business line and location to Horizon Investments. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
ALLSPRING GLOBAL INVESTMENTS	Charlotte, NC	100
BARINGS	Charlotte, NC	66
25 CAPITAL PARTNERS	Charlotte, NC	10
MONEY METALS EXCHANGE	Charlotte, NC	7
GLOBAL ENDOWMENT MANAGEMENT	Charlotte, NC	6
HORIZON INVESTMENTS	Charlotte, NC	6

Future Competition: Horizon Investments's Fastest Growing Competitors

These companies are in the same general field as Horizon Investments and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)