From Wealth Manager to Strategic Advisor
Hyperion helps financial advisors deepen relationships with business-owner clients by bringing clarity to their largest, most complex asset—their company.
Traditional financial planning tools weren't built to evaluate private businesses. But for many of your clients, the business is the plan: the source of income, liquidity, and legacy. Hyperion gives you a real-time view into company valuation, performance, and benchmarking—so you can:
- Help business owners understand what their company is worth—and why
- Identify planning opportunities tied to timing, growth, and exit readiness
- Incorporate business value into holistic wealth and retirement strategies
- Facilitate smarter decisions around capital structure, taxes, and succession
Embedded Private Company Intelligence for Financial Advisors
Real-time data. Actionable insights. Seamless conversations.
- Direct integrations with client-authorized accounting systems like QuickBooks, Sage and Xero
- Automated valuations based on real operating performance and market comps
- Industry benchmarks from 450,000+ private businesses
- Insight summaries designed to support tax, estate, and liquidity planning
- Advisor-facing dashboards to track performance and flag planning windows
Hyperion empowers financial advisors to advise more holistically, serve more meaningfully, and grow through deeper, multi-dimensional relationships with business owners.
