Company profile
rebel Financial
People before Profit
- Industry
- Financial Services
- Employees
- 18
- Headquarters
- Groveport, OH
- Founded
- 2013
- LinkedIn followers
- 828
- Office locations
- 1
rebel Financial company summary
rebel Financial is a company in the Financial Services industry, headquartered in Groveport, OH, founded in 2013. On LinkedIn the company has around 18 employees and 828 followers. Its listed specialties include Financial Planning, Retirement Planning, Estate Planning, Asset Management, College Planning.
What technology does rebel Financial use?
No technologies detected yet. Warmrank rechecks company websites on a rolling basis.
About rebel Financial
rebel Financial: People Before Profits. Innovation Before Tradition. At rebel Financial, we are redefining what it means to be a Registered Investment Advisor (RIA). We are fee-only, fiduciary, and proudly a Certified B Corporation, meaning we serve our clients—not corporate interests. Unlike most traditional firms, we offer: 🔹 A Multi-Custodian Advantage – Most RIAs use only one custodian (like Schwab or Fidelity). We work with ten custodians, including Altruist, AXOS, Vanguard, Schwab, Fidelity, Gemini, Pontera, Interactive Brokers, and TIAA, giving clients more flexibility, better pricing, and greater investment opportunities. 🔹 Tech-Driven Innovation – With over 80 financial technology vendors, we stay ahead of the curve. We integrate AI, digital assets, and advanced financial planning tools to drive smarter investing, reduce costs, and increase efficiency. 🔹 True Accessibility & Transparency – No account minimums. Transparent, net-worth-based pricing that eliminates much of the conflict of interest of traditional AUM models. Ability to join our free Freemium service level. 🔹 Impact-Driven Investing & Business – We empower clients with values-based investing strategies (ESG, faith-based, etc.). As a Certified B Corp, we also reinvest in our clients, our employees, and our community. 💡 Our Services: ✅ Investment Management (Traditional & Digital Assets) ✅ Comprehensive Financial Planning (Retirement, Tax, Estate) ✅ Business Services (401(k), Bookkeeping, Payroll, Consulting) ✅ Tax Planning & Preparation ✅ ESG & Impact Investing 📍 Join the rebolution in financial planning. Connect with us today. 🔗 Visit our website: rebelfinancial.com
Specialties
Where is rebel Financial located?
rebel Financial lists 1 location.
Compare companies similar to rebel Financial
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| Company | Industry | Employees | Founded | Headquarters |
|---|---|---|---|---|
rebel Financial rebelfinancial.com | Financial Services | 18 | 2013 | Groveport, OH |
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Frequently asked questions about rebel Financial
What does rebel Financial do?
rebel Financial: People Before Profits. Innovation Before Tradition. At rebel Financial, we are redefining what it means to be a Registered Investment Advisor (RIA). We are fee-only, fiduciary, and proudly a Certified B Corporation, meaning we serve our clients—not corporate interests. Unlike most traditional firms, we offer: 🔹 A Multi-Custodian Advantage – Most RIAs use only one custodian (like Schwab or Fidelity). We work with ten custodians, including Altruist, AXOS, Vanguard, Schwab, Fidelity, Gemini, Pontera, Interactive Brokers, and TIAA, giving clients more flexibility, better pricing, and greater investment opportunities. 🔹 Tech-Driven Innovation – With over 80 financial technology vendors, we stay ahead of the curve. We integrate AI, digital assets, and advanced financial planning tools to drive smarter investing, reduce costs, and increase efficiency. 🔹 True Accessibility & Transparency – No account minimums. Transparent, net-worth-based pricing that eliminates much of the conflict of interest of traditional AUM models. Ability to join our free Freemium service level. 🔹 Impact-Driven Investing & Business – We empower clients with values-based investing strategies (ESG, faith-based, etc.). As a Certified B Corp, we also reinvest in our clients, our employees, and our community. 💡 Our Services: ✅ Investment Management (Traditional & Digital Assets) ✅ Comprehensive Financial Planning (Retirement, Tax, Estate) ✅ Business Services (401(k), Bookkeeping, Payroll, Consulting) ✅ Tax Planning & Preparation ✅ ESG & Impact Investing 📍 Join the rebolution in financial planning. Connect with us today. 🔗 Visit our website: rebelfinancial.com
How many employees does rebel Financial have?
rebel Financial has around 18 employees on LinkedIn.
Where is rebel Financial headquartered?
rebel Financial is headquartered in Groveport, OH.
When was rebel Financial founded?
rebel Financial was founded in 2013.
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