Rembrandt Financial Group

What Rembrandt Financial Group does

Rembrandt Financial Group is a boutique wealth management and financial advisory firm founded in 2004 by Daniel Tapia and headquartered at 248 Addie Roy Road, Suite C-103, Austin, Texas. The firm delivers holistic financial planning, investment management, retirement income planning (401(k), IRA, SEP, employer-sponsored plans, pensions), fixed and indexed annuities, life/disability/long-term-care insurance, estate planning, and tax strategies. It serves individuals and families, pre-retirees and retirees, and small business owners across the United States, with a stated value proposition of pairing the resources of a larger firm with the personal attention of a boutique practice. The primary client segments are retail — households seeking multi-generational planning — rather than enterprise accounts.

Name

Rembrandt Financial Group

Legal name

Rembrandt Financial Group, LLC

Website

https://rembrandtfinancialgroup.com

Company type

Private

Founded year

2004

Operating status

Operating

Headcount range

1–10 employees

Short description

Rembrandt Financial Group is a boutique wealth management firm based in Austin, Texas, providing holistic financial planning, investment management, retirement planning, and insurance services through CFP® practitioners to individuals, families, and business owners across the United States.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Financial Planning–Led RIAs (FSAAACAB)

akta.pro secondary industry

Retirement Plan Participant Advice & Managed Accounts (FSAEABAF)

Keywords

• Wealth management services
• Retirement planning
• Investment advisory
• Financial planning
• Estate planning

Headquarters

HQ city

Austin

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Financial Advisory Services: Fee-based financial advisory and wealth management services provided through Kintra Wealth, LLC, a Registered Investment Advisor. Services include personalized financial planning, investment management, and ongoing portfolio monitoring.
2. Insurance Products: Sale of insurance products including life insurance (cash value and term policies), disability insurance, long-term care insurance, and annuities (fixed and indexed). The firm has access to a wide variety of insurance products.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Rembrandt Financial Group is a boutique wealth management firm providing holistic financial planning, investment management, retirement planning, insurance, estate planning, and tax strategies to individuals, families, and business owners. Advisory services are delivered through CERTIFIED FINANCIAL PLANNER™ practitioners via Kintra Wealth, LLC, a Registered Investment Advisor, with client accounts hosted on Fidelity's platform.

Product overview

Rembrandt Financial Group offers a holistic wealth management platform providing comprehensive financial advisory services. The core offering consists of Personalized Financial Planning Services delivered by CERTIFIED FINANCIAL PLANNER™ practitioners, supplemented by Investment Management (including proprietary and partner-managed portfolios), Retirement Planning (401k, IRA, SEPs, employer-sponsored plans, pensions), Annuities (fixed and indexed), Insurance Services (life, disability, long-term care), Estate Planning, and Tax Strategies. The firm also provides an online Financial Calculators module with retirement, investment, insurance, and mortgage calculation tools. These products work together as an integrated wealth management approach focused on long-term financial planning with periodic reviews and ongoing monitoring.

Differentiator

Problem solved

Functional benefit

Products and services

• Holistic Wealth Management
• Personalized Financial Planning Services
• Investment Management
• Retirement Planning
• Annuities
• Insurance Services
• Estate Planning
• Tax Strategies

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Four partnerships are on record, tiered core and minor.

• Kintra Wealth, LLCcoreStrategic or Co-development PartnerKintra Wealth, LLC is the Registered Investment Advisor through which Rembrandt Financial Group provides advisory services. This is the primary advisory platform relationship enabling the firm to offer investment advisory services to clients.
• FidelitycoreTechnology or IntegrationClient account access is provided through Fidelity's platform, enabling clients to access and manage their investment accounts.
• Industry Portfolio ManagersminorStrategic or Co-development PartnerThe firm partners with some of the best managers in the industry to complement their own risk-adjusted portfolio management capabilities.
• FINRAminorOthersThe firm's financial professionals are registered and can be verified through FINRA's BrokerCheck system.

Scale indicators2 records

Recent moves6 records

Expansion highlights4 records

Broad incumbents

• Edelman Financial Engines: Edelman Financial Engines is one of the largest RIAs in the U.S., with a heavy focus on retirement plan participants and retiree households. Rembrandt serves a similar pre-retiree/retiree segment but as a boutique, while Edelman is a scaled incumbent.
• Creative Planning: Creative Planning is a large, financial-planning-led registered investment adviser serving individuals and families with holistic wealth management. It shares Rembrandt's planning-led, multi-service model but at significantly greater scale.
• Carson Group: Carson Group is a large RIA support platform serving affiliated advisors with compliance, technology, and investment resources. Rembrandt operates under a similar umbrella-via-Kintra Wealth model, making Carson a comparable RIA-affiliated wealth management peer.
• Mercer Advisors: Mercer Advisors is a national RIA delivering comprehensive wealth management, estate planning, tax, and retirement services to individuals and families. Like Rembrandt, it emphasizes holistic planning over pure investment management.
• Mariner Wealth Advisors: Mariner is a national RIA offering holistic financial planning, investment management, retirement, estate, and tax services to high-net-worth individuals and families. It mirrors Rembrandt's comprehensive, planning-centric value proposition.
• LPL Financial: LPL Financial is the largest independent broker-dealer and RIA custodian supporting thousands of independent advisors and small wealth firms. Rembrandt operates under a similar independent/RIA-umbrella model via Kintra Wealth, making LPL a relevant structural peer.

Others

• Focus Financial Partners: Focus Financial is an RIA aggregator that partners with and acquires boutique wealth management firms. It is comparable to Rembrandt not as a competitor but as a potential acquirer of small planning-led RIAs like it.

Direct peers

• Ronald Blue & Co. Ronald Blue & Co. is a Christian-affiliated, financial-planning-led RIA offering comprehensive wealth, retirement, estate, and tax planning to individuals and families. Its size, planning-led ethos, and holistic offering make it a tight comparable to Rembrandt.
• Buckingham Strategic Wealth: Buckingham is a financial-planning-led RIA focused on evidence-based investing and comprehensive wealth planning for individuals and families. Its planning-led, fee-based approach makes it one of the closest direct analogues to Rembrandt's model.

Emerging players

• Facet Wealth: Facet Wealth is a digital-first RIA offering flat-fee financial planning and investment management to individuals. It competes for the same mass-affluent and pre-retiree segment as Rembrandt but via a remote, technology-led delivery model.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/RembrandtATX
• Facebookfacebook.com/profile.php
• LinkedInlinkedin.com/company/rembrandt-financial-group-llc

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 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 Rembrandt Financial Group