Hooker & Holcombe

What Hooker & Holcombe does

Hooker & Holcombe is a privately held financial services firm headquartered in Bloomfield, Connecticut, United States. Founded in 1956, the company provides business planning and formulation services, operating in a niche advisory capacity for clients requiring structured financial planning support. The firm operates as a for-profit entity with a small staff of 11–50 employees, indicating a boutique professional services model rather than a scaled enterprise platform.

The company's service offering centers on business planning and formulation — a category that typically encompasses financial modeling, budgeting frameworks, forecasting, and related advisory work for owner-operated and mid-market entities. No public product details, technology stack, proprietary platforms, or pricing models are disclosed in the available input. The firm markets itself under its website hhconsultants.com, consistent with a consulting brand identity rather than a technology product.

Hooker & Holcombe operates as a private, non-IPO entity with no disclosed funding history, ownership structure, parent company, or M&A activity. No management team, headcount growth trend, customer base, geographic footprint beyond its Bloomfield headquarters, or partnership network is documented in the source data. As a result, the firm's revenue model, pricing mechanics, go-to-market motion, and segment mix cannot be characterized beyond the high-level description of small-scale financial advisory services delivered from a single U.S. location.

Name

Hooker & Holcombe

Website

https://hhconsultants.com

Company type

Private

Founded year

1956

Headcount range

11–50 employees

Short description

Hooker & Holcombe is a privately held, Bloomfield, Connecticut-based financial services firm founded in 1956 that provides business planning and formulation services to clients via a small professional team of 11–50 employees.

Ownership category

akta.pro rank

Headquarters

HQ city

Bloomfield

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales

Core offering

Hooker & Holcombe is a financial services company that provides business planning and formulation services to clients. Operating since 1956 from Bloomfield, United States, the firm delivers consulting-style advisory support focused on structuring and formulating business and financial plans for organizations.

Differentiator

Problem solved

Functional benefit

Products and services

• Business Planning and Formulation Services

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Direct peers

• Milliman: Global actuarial, risk, and benefits consulting firm. Comparable to Hooker & Holcombe as a specialized advisory practice serving financial planning, retirement, and benefits engagements with senior-led delivery.
• Buck Global: Consulting firm specializing in retirement, benefits, and risk management advisory. Overlaps with Hooker & Holcombe on business planning, actuarial, and employee benefits consulting engagements.
• Cheiron: Actuarial consulting firm providing retirement plan, risk management, and financial advisory services. Directly comparable as a specialized boutique advisor to corporate and institutional clients.
• Segal Group: Independent consulting firm focused on retirement, health, benefits, and investment advisory. Directly comparable in advisory scope and client profile to a boutique financial planning and formulation practice.

Broad incumbents

• Mercer: Global consulting leader in health, wealth, and career advisory. Overlaps with Hooker & Holcombe on benefits and financial planning engagements, but serves enterprise clients worldwide.
• Willis Towers Watson: Global advisory firm with retirement, risk, and benefits consulting practices. Comparable service mix to a boutique financial planning firm, but with global scale and broader product portfolio.
• BDO USA: National accounting and consulting firm serving mid-market clients with advisory, tax, and business planning services. Comparable client profile and service overlap, but at significantly larger scale.
• Aon (consulting and actuarial practices): Global professional services firm with substantial actuarial, benefits, and financial advisory practices. Comparable end-client use cases to Hooker & Holcombe, but at much broader scale and with deeper resources.

Regional players

• Moss Adams: US-based accounting, consulting, and wealth management firm serving mid-market clients. Comparable in size and service mix to a boutique business planning and formulation practice.
• Plante Moran: Mid-market accounting and advisory firm with strong US Midwest presence. Comparable as a mid-sized professional services firm offering business planning and consulting to similar client profiles.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks4 records

Key highlights4 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Hooker & Holcombe