Revzon Consulting

What Revzon Consulting does

Revzon Consulting Group, LLC is a privately held, founder-led consulting and outsourcing firm headquartered in Marshfield, Massachusetts, founded in 1997 by Les Revzon. The firm delivers customized trust administration and operations outsourcing, along with trust consulting and third-party administration (TPA) services for tax-qualified retirement plans, to trust companies, banks, law firms, wealth managers, broker-dealers, and TPAs across the United States and Canada. The 15-person team operates with deep specialization in the trust industry, providing front- and back-office coverage including annual reviews, trust document review, account acceptance, disbursements, trust committee guidance, regulatory compliance, trust accounting, recordkeeping, fee processing, asset setup, and trust tax returns.

The product portfolio is built on four service pillars: Trust Administration Outsourcing, Trust Operations Outsourcing, Trust Consulting Services, and TPA Services for 401(k), 403(b), 457, and Solo 401(k) plans. Sub-products EZ K Plan and EZ B Plan target the small-employer segment through the investment advisor marketplace, while add-on modules extend into Employee Benefit Trusts and Escrow Agent Services. The underlying technology backbone is the third-party Datair Recordkeeping System, with RCG positioning itself as platform-agnostic and able to operate within client-provided trust accounting and operational systems — Datair is used for synchronization with daily valuation recordkeepers to reduce manual entry error.

The revenue model is activity- and volume-based fees calculated on an hourly rate tied to actual work performed, explicitly differentiated from industry-standard AUM-based pricing. Distribution is exclusively direct sales to enterprise and mid-market trust departments, supported by senior-staff engagement, the firm's website, LinkedIn, Facebook, and strong referral-driven networking through long-tenured industry relationships. The firm is independent of any parent company or institutional investors and remains closely held by the Revzon family; no funding rounds, M&A activity, or plans for an IPO are disclosed in available materials.

Name

Revzon Consulting

Legal name

Revzon Consulting Group, LLC

Website

https://revzonconsulting.com

Company type

Private

Founded year

1997

Operating status

Operating

Headcount range

11–50 employees

Short description

Revzon Consulting Group is a privately held, founder-led trust outsourcing and consulting firm providing customized trust administration, operations outsourcing, regulatory consulting, and TPA retirement plan services to trust companies, banks, law firms, wealth managers, broker-dealers, and TPAs across the U.S. and Canada.

Ownership category

akta.pro rank

Product category

Trust Administration Services

NAICS

Other Management Consulting Services (541618), Management Consulting Services (54161)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Risk, Compliance & Internal Controls Consulting (BPAHACAJ)

akta.pro secondary industries

Financial Management & Performance Improvement Consulting (BPAHACAF), Employee Benefits Brokerage & Consulting (FSAEADAC)

Keywords

• Trust administration outsourcing
• Retirement plan administration
• Trust operations consulting
• Third party administration
• Wealth management outsourcing

Headquarters

HQ city

Marshfield

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Trust Outsourcing Services: Fees calculated on a hourly rate based on actual work done, NOT based on market value of assets under administration. This differentiates RCG from traditional outsourcing providers who typically charge based on AUM.
2. TPA/Recordkeeping Services: Third Party Administration services for retirement plans including 401(k), 403(b), 457, and Solo 401(k). Services include plan design, document preparation, census analysis, vesting administration, participant loans, distributions, reporting, discrimination testing, and Form 5500 filing.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

Revzon Consulting Group provides customized front-office and back-office trust outsourcing solutions along with consulting services for trust companies, banks, law firms, wealth managers, broker-dealers, and third party administrators. Core offerings include trust administration outsourcing (annual reviews, disbursements, trust compliance), trust operations outsourcing (trust accounting, recordkeeping, fee processing, tax returns), trust consulting (regulatory review, policy development, systems procurement, chartering), and TPA services for retirement plans (401(k), 403(b), 457, Solo 401(k)) including plan design, recordkeeping, discrimination testing, and Form 5500 filing.

Product overview

Revzon Consulting Group provides a modular, customizable suite of trust outsourcing and consulting services designed for trust companies, banks, and wealth management firms. The core portfolio consists of four interconnected service lines: Trust Administration Outsourcing (handling ongoing trust administration duties), Trust Operations Outsourcing (managing day-to-day back-office operations), Trust Consulting Services (regulatory, operational, and systems advisory), and TPA Services (third-party administrative support for retirement plans including 401(k), 403(b), 457, and Solo 401(k) plans). These services are delivered by a 15-person team averaging 11 years of trust industry experience, using the company's proprietary Datair Recordkeeping System for retirement plan administration. The company also offers branded retirement plan products including EZ K Plan and EZ B Plan for small company employers, and can expand into specialized services like Employee Benefit Trusts and Escrow Agent Services. The modular architecture allows clients to select specific services or a comprehensive outsourcing solution tailored to their needs.

Differentiator

Problem solved

Functional benefit

Brands

• EZ K Plan™: Full-service, one-stop 401(k) plan package designed specifically for the small company employer and available through the investment advisor marketplace.
• EZ B Plan

Products and services

• Trust Administration Outsourcing Comprehensive outsourcing solution for administering personal and corporate trust business. Handles annual reviews, trust document review, account acceptance, disbursement requests, trust committee guidance, and compliance. For trust companies and trust departments seeking to outsource front-office trust administration duties.
• Trust Operations Outsourcing Back-office operational outsourcing covering trust accounting, recordkeeping, disbursements processing, statements production, fee processing, asset setup, and trust tax returns. For trust companies, banks, and wealth management firms seeking to outsource back-office trust operations.
• Trust Consulting Services Advisory services addressing regulatory review, trust policy development, compliance, operation and workflow optimization, personnel evaluation, systems procurement and analysis, and trust company chartering. For trust companies, banks, law firms, and wealth managers needing expert guidance on trust operations and regulatory matters.
• TPA Services Third Party Administrative support for retirement plans including 401(k), 403(b), 457, and Solo 401(k), covering plan design, document preparation, recordkeeping, census analysis, vesting administration, participant loans, distributions, reporting, discrimination testing, and Form 5500 filing. RCG acts as TPA for over 100 plans ranging from 1 to 250 participants.
• EZ K Plan
• EZ B Plan Full-service retirement plan package available through the investment advisor marketplace, designed for small company employers.

Quantifiable outcome

• TPA services for over 100 plans
• +2 more outcomes

Named customers2 records

Segments6 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Scale indicators6 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Wilmington Trust: Wilmington Trust (an M&T Bank subsidiary) provides personal trust, corporate trust, and wealth advisory services to high-net-worth clients and institutions — a broad incumbent operating at far larger scale than RCG.
• Northern Trust: Northern Trust is one of the largest dedicated personal trust, estate and wealth management firms globally, providing outsourced trust services to bank trust departments and direct wealth clients — comparable offerings within a much larger publicly-traded enterprise.
• SS&C Technologies: SS&C provides outsourced fund administration, trust accounting and retirement plan administration software and services. While much larger and software-led, it serves overlapping clients and competes in adjacent trust operations outsourcing categories.
• BNY Mellon Wealth Management: BNY Mellon's wealth management arm provides institutional-scale personal trust and estate administration services — a broad incumbent serving similar client needs but as part of a much wider wealth, custody and investment management franchise.
• FIS (Fidelity National Information Services): FIS is a global financial technology vendor whose trust accounting, wealth management and retirement platforms serve banks and trust departments that RCG supports as a TPA and outsourcing partner — both a competitor and enabler of adjacent services.

Emerging players

• Cetera Financial Group: Cetera is a network of independent wealth management firms with growing in-house trust capabilities and partnership programs for outsourced trust services — representing both an overlapping customer/channel and a growing competitor for advisor-sold trust offerings.
• LPL Financial: LPL is the largest U.S. independent broker-dealer and offers wealth management support including trust services through partnerships. Its advisor base overlaps with RCG's wealth manager customer segment and represents a channel through which RCG could expand productized services.

Direct peers

• Empower Retirement: Empower is a major U.S. retirement plan administrator serving millions of participants across 401(k), 403(b) and governmental plans, providing recordkeeping and TPA services that overlap with RCG's retirement plan administration practice.
• Ascensus: Ascensus is one of the largest U.S. third-party administrators of retirement plans, including 401(k), 403(b) and 457 plans. Directly competes with RCG's TPA services and EZ K Plan / EZ B Plan productized small-employer offerings.
• SEI Investments: SEI's Global Outsourcing Services business delivers trust operations, fund administration and wealth platform outsourcing to banks, trust companies and wealth managers — directly comparable to RCG's trust administration and operations outsourcing offerings, at much greater scale.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/Revzon-Consulting-Group-143559713921
• LinkedInlinkedin.com/company/revzon-consulting-group-llc

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

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 Revzon Consulting