Rappaport Reiches Capital Management
Rappaport Reiches Capital Management was a private wealth management firm (founded 2005) serving high-net-worth individuals and families in the Chicago area with financial planning, investment management, and estate planning services, since acquired by EP Wealth Advisors.
- Company typePrivate
- Founded2005
- HeadquartersSkokie, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
What Rappaport Reiches Capital Management does
Rappaport Reiches Capital Management was a private wealth management firm founded in 2005 and headquartered in Skokie, Illinois, serving high-net-worth individuals and families primarily in the Chicago North Shore and Chicago Palatine markets. The firm offered a planning-first model spanning financial planning, investment management, retirement planning (401(k), IRA, 403(b), defined contribution), estate planning, tax planning, and divorce financial planning, with an unusual niche extension into federal employee and professional athlete advisory practices. The firm operated with 11–50 employees across two office locations and generated revenue through advisory fees tied to assets under management; pricing was not publicly disclosed.
The firm has been acquired by EP Wealth Advisors, a registered investment adviser founded in 1999. Under the transaction — reflected by 'EWM M&A LP' branding on the transition page — the firm's founding advisors and team (including Shari Greco Reiches, David Rappaport, and Stephen Reiches) joined EP Wealth while continuing to serve existing clients. Post-acquisition, clients gain access to EP Wealth's broader service suite (family office services, dedicated client service teams, expanded estate and tax planning) and the combined entity reportedly serves 15,000+ households with 500+ employees. The acquisition effectively subsumed Rappaport Reiches as a brand into EP Wealth's national RIA platform.
Rappaport Reiches Capital Management firmographics
Firmographics- Name
- Rappaport Reiches Capital Management
- Legal name
- Rappaport Reiches Capital Management
- Website
- https://rrcapital.com
- Company type
- Private
- Founded year
- 2005
- Operating status
- Acquired
- Headcount range
- 11–50 employees
- Short description
- Rappaport Reiches Capital Management was a private wealth management firm (founded 2005) serving high-net-worth individuals and families in the Chicago area with financial planning, investment management, and estate planning services, since acquired by EP Wealth Advisors.
- Ownership category
- akta.pro rank
Rappaport Reiches Capital Management industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Finance Services (6199)
- akta.pro primary industry
- Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)
- akta.pro secondary industries
- Estate & Legacy Planning Advisory (FSAEAAAG), Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail) (FSAAAAAJ)
Keywords
Where Rappaport Reiches Capital Management is headquartered
LocationHeadquarters
- HQ city
- Skokie
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Rappaport Reiches Capital Management business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Distribution channels1 record
Marketing channels8 records
Rappaport Reiches Capital Management product offering
Product offeringCore offering
Rappaport Reiches Capital Management is a wealth management and financial advisory firm that provides personalized financial planning, investment management, retirement planning, estate planning, tax planning, divorce financial planning, and business planning services. Following its acquisition by EP Wealth Advisors, the firm continues to serve clients through the same advisory team while offering access to EP Wealth's full suite of services including family office services, equity investments, and executive compensation planning.
Product overview
Rappaport Reiches Capital Management was a financial advisory firm that has been acquired by EP Wealth Advisors. The company's own products/services are not individually detailed in the source material; the page serves as a welcome/transition notice to clients informing them that the firm has joined EP Wealth Advisors. EP Wealth offers a comprehensive suite of financial services including Family Office Services, Financial Planning (with sub-services such as Financial Health Assessment, Life Transition Planning, Fiduciary Services, Asset Allocation, Equity Investments, Executive Compensation, and Special Needs Financial Planning), Divorce Financial Planning, Retirement Planning (涵盖401(k), IRA, 403(b), and Retirement Income Planning), Investment Management (Portfolio Review, Capital Gains Tax Management, Withdrawal Advice), Estate Planning (Charitable Giving, Living Will, Revocable Living Trust, Power of Attorney), Tax Planning (including Tax Loss Harvesting), and Business Planning (Debt Analysis, Risk Management, Buy-Sell Agreements, Business Succession). Rappaport Reiches clients will continue to be served by the same advisory team while gaining access to EP Wealth's full suite of services.
Differentiator
Problem solved
Functional benefit
Companies that use Rappaport Reiches Capital Management
Customer profileSegments5 records
Ideal customer profiles5 records
Rappaport Reiches Capital Management technology and API
TechnologyAPI detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Rappaport Reiches Capital Management partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- EP Wealth AdvisorsflagshipRappaport Reiches Capital Management has been acquired by EP Wealth Advisors. The acquisition provides Rappaport Reiches clients continued service from the same advisory team while gaining access to EP Wealth's full suite of services including family office services, estate planning, tax planning, investment management, and dedicated client service.
Scale indicators2 records
Recent moves4 records
Rappaport Reiches Capital Management competitors and assessment
Company assessmentBroad incumbents
- Focus Financial Partners: Wealth management partnership platform supporting independent RIAs serving HNW clients—comparable in operating model and roll-up strategy.
- Edelman Financial Engines: Large RIA offering financial planning, investment management, and retirement planning to mass-affluent and HNW clients—overlapping in retirement-focused service offering.
- Carson Group: National wealth management firm offering financial planning, investment management, and advisor partnership model to HNW clients—comparable in service mix and advisor-led model.
- Commonwealth Financial Network: Independent advisor network providing wealth management, retirement, and planning services to HNW individuals—comparable target segment and advisor-led model.
- EP Wealth Advisors: Parent company of Rappaport Reiches following the acquisition; a national RIA platform serving 15,000+ households with comprehensive financial planning, investment management, tax, and estate services—directly overlapping with Rappaport Reiches' service suite.
- Mercer Advisors: National RIA consolidator with HNW-focused wealth management, estate, tax, and investment management services, built through acquisitions of smaller advisory firms—comparable to the EP Wealth/Rappaport Reiches consolidation model.
- Fisher Investments: Large asset manager serving HNW individuals with discretionary portfolio management services—comparable in HNW client focus and investment management core competency.
- Mariner Wealth Advisors: Large independent RIA serving HNW clients with comprehensive financial planning, investment management, estate, and tax services—directly comparable business model and client base.
- Cetera Financial Group: Large network of independent financial advisors offering wealth management, retirement planning, and estate services—overlaps in HNW clientele and advisor partnership structure.
- Creative Planning: Large national RIA offering comprehensive wealth management, estate planning, tax, and retirement planning to HNW individuals and families—directly overlapping in service breadth and target client segment.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat2 records
Key risks5 records
Key highlights6 records
Customer concentration
Rappaport Reiches Capital Management social profiles
Digital presenceRappaport Reiches Capital Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Rappaport Reiches Capital Management leadership team
Management profileNumber of profiles
Profiles6 records
Rappaport Reiches Capital Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Rappaport Reiches Capital Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Rappaport Reiches Capital Management
What does Rappaport Reiches Capital Management do?
Rappaport Reiches Capital Management is a wealth management and financial advisory firm that provides personalized financial planning, investment management, retirement planning, estate planning, tax planning, divorce financial planning, and business planning services. Following its acquisition by EP Wealth Advisors, the firm continues to serve clients through the same advisory team while offering access to EP Wealth's full suite of services including family office services, equity investments, and executive compensation planning.
Is Rappaport Reiches Capital Management a public or private company?
Rappaport Reiches Capital Management is a private company. It is classified as corporate owned and is currently acquired.
When was Rappaport Reiches Capital Management founded?
Rappaport Reiches Capital Management was founded in 2005. It employs 11 to 50 people.
Where is Rappaport Reiches Capital Management based?
Rappaport Reiches Capital Management is headquartered in Skokie, United States, in the North America region.
Who are Rappaport Reiches Capital Management's main competitors?
Broad incumbents on record are Focus Financial Partners, Edelman Financial Engines, Carson Group, Commonwealth Financial Network, EP Wealth Advisors, Mercer Advisors, Fisher Investments, Mariner Wealth Advisors, Cetera Financial Group and Creative Planning.
Does Rappaport Reiches Capital Management have an API?
No public API is recorded for Rappaport Reiches Capital Management.
What industry is Rappaport Reiches Capital Management in?
Rappaport Reiches Capital Management's product category is Wealth Management. Its primary akta.pro industry code is FSAAABAD, Advisory Portfolio Management (Non-Discretionary), with a secondary code of FSAEAAAG, Estate & Legacy Planning Advisory. Its NAICS code is 523940 and its SIC code is 6199.