HD Vest Financial Services is the holding company for the group of companies with securities offered through HD Vest Investment Services. Advisory services are offered through HD Vest Advisory Services
Biz2Credit, an online platform for small business funding, matches borrowers to financial institutions. SurePayroll, owned by Paychex, provides Internet-based payroll processing and 401(k) services.
Also available is BluePay, which offers payment processing via POS, online, and mobile interfaces, as well as accounting software integrations.
Continuing education courses are available through Surgent, which offers coursework to help individuals prepare for the IRS Enrolled Agent exam. Webiquity offers dedicated marketing managers who construct and manage complete online presence campaigns for tax professionals, including mobile-friendly websites, SEO, social media and local presence marketing.