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Companies using HiddenLevers

As of 14 October 2026, Firmable tracks 7 companies across 10 countries running HiddenLevers. See who they are, and who to call.

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Companies using HiddenLevers

Showing 4 of 7 companies

Allworth Financial

allworthfinancial.com · Financial planning and advisory services · 251–500 employees · 1 web property observed

Last seen 9 Oct 2026 The most recent date Firmable detected HiddenLevers at this company.

Decision makers · 113 on file Senior people on file at this company. Firmable holds their names, emails and mobiles.

VP, Head of Custodial Referral Programs MobileEmail
Head of Practice Management MobileEmail

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Signals Recent events at this company, such as a leadership change, funding or a new office.

Allworth Financial acquired Holistic Financial Partners for $282M on Sep 2nd '26. · 2 Sep 2026

Allworth Financial recognized as 2026 5-Star RIA Firms list for high-net-worth clients on Aug 18th '26. · 18 Aug 2026

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summit financial

summitfinancial.com · Business support services · 251–500 employees · 1 web property observed

Last seen 13 Oct 2026 The most recent date Firmable detected HiddenLevers at this company.

Decision makers · 52 on file Senior people on file at this company. Firmable holds their names, emails and mobiles.

Head of Corporate Development and M&A MobileEmail
Director of Operations Mobile

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Signals Recent events at this company, such as a leadership change, funding or a new office.

Socialive was planning to partner with Summit Financial, LLC on Jul 29th '26. · 29 Jul 2026

Summit Financial was recognized as a Runner-Up in Citywire RIA's 50 Growers Across America 2026 report for New Jersey. · 29 Sep 2026

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RFG Advisory

rfgadvisory.com · Financial planning and advisory services · 51–250 employees · 1 web property observed

Last seen 12 Oct 2026 The most recent date Firmable detected HiddenLevers at this company.

Decision makers · 43 on file Senior people on file at this company. Firmable holds their names, emails and mobiles.

Vice President of Technology and Operations MobileEmail
Senior Director of Executive Operations MobileEmail

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Signals Recent events at this company, such as a leadership change, funding or a new office.

Hired as CFP · 20 Jul 2026

Move Health LLC partnered with RFG Advisory, LLC on Jul 27th '26. · 27 Jul 2026

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Orion Advisor Solutions

orion.com · Financial technology (fintech) · 1,001–5,000 employees · 7 web properties observed

Last seen 6 Oct 2026 The most recent date Firmable detected HiddenLevers at this company.

Decision makers · 355 on file Senior people on file at this company. Firmable holds their names, emails and mobiles.

Senior Event Manager MobileEmail
Vice President, Operational Excellence MobileEmail

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Signals Recent events at this company, such as a leadership change, funding or a new office.

Hiring: Practice Management Lead · 6 Oct 2026

Orion launches upgraded flexible ecosystem on Oct 5th '26 · 5 Oct 2026

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Who uses HiddenLevers

A breakdown of the 7 companies running HiddenLevers.

Top industries

Financial services6
Professional and business services1

Company size

1–101 (17%)
51–2502 (33%)
251–5002 (33%)
1,001–5,0001 (17%)

Share of companies with a recorded size, by employees.

No size recorded: 1

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Frequently asked questions

About the HiddenLevers data on this page.

How many companies use HiddenLevers?

Firmable holds confirmed HiddenLevers detections for 7 distinct companies, 6 of them confirmed in the last 90 days. A company is counted once however many of its properties run it.

Which companies use HiddenLevers?

Allworth Financial, RFG Advisory and summit financial are among the most prominent in the current set.

What industries use HiddenLevers?

Financial services and professional and business services lead the set, across 3 industries in total.

What size companies use HiddenLevers?

Adoption concentrates in the 51-250 employee band, across the companies whose size is recorded.

Where are HiddenLevers users based?

The United States, Canada, Australia and New Zealand account for most detections, across 10 countries.

How current is this data?

6 companies were confirmed in the last 90 days. Last detection 13 October 2026.

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