What Revolve Wealth Partners does

Revolve Wealth Partners is a privately held, SEC-registered investment adviser (RIA) founded in 2017 by co-founders Dan Katz and Michael Israel, both CFP® professionals who left Oppenheimer & Co. The firm is a boutique, family-run practice with operational roots stretching back to 1977 through Kenneth Katz's bond practice, and is headquartered in Hackensack, New Jersey with a second office in New York City. Revolve provides wealth management, financial planning, and portfolio management services to over 300 families of affluent individuals, families, trusts, business retirement plans, and small- to mid-sized businesses, organized around a 6-step financial planning process and a 'You Culture' of high-touch, fiduciary advisory.

The firm's core offerings include comprehensive wealth planning and coordination with clients' external professional team (attorneys, accountants, bankers, insurance agents), tailored portfolio management, insurance review, debt management, employee benefits optimization, and legacy/estate planning. The Revolve Portfolio Manager product adds automated, institutionally diversified portfolio management with automatic rebalancing, held in Charles Schwab brokerage accounts. The technology stack is cloud-based and assembled from best-in-class third-party platforms: Black Diamond Wealth Platform for portfolio management and reporting, MoneyGuidePro for financial planning and Monte Carlo simulation, XLR8 and Salesforce for CRM, Institutional Intelligent Portfolios for automated rebalancing, RightSize Solutions for cybersecurity, and Smarsh for SEC-compliant archiving — with Charles Schwab as custodian.

The business model is a recurring, fee-based advisory model disclosed in Form ADV Part 2A, with specific fee schedules not publicly listed and provided on request. Distribution is direct-to-client through face-to-face advisory meetings (by appointment at both offices) and digital access via client and reporting portals, supplemented by a relationship-driven marketing mix of webinars, educational content, and organic social media. There is no venture or private equity ownership, no subsidiaries, and no disclosed M&A or funding activity.

Name

Revolve Wealth Partners

Legal name

Revolve Wealth Partners LLC

Website

https://revolvewealth.com

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

11–50 employees

Short description

Revolve Wealth Partners is a boutique, family-run SEC-registered investment adviser that provides wealth planning, portfolio management, and coordination services to 300+ affluent families, trusts, and small- to mid-sized businesses from offices in Hackensack, NJ and New York City.

Ownership category

akta.pro rank

Product category

Wealth Management Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Financial Planning–Led RIAs (FSAAACAB)

akta.pro secondary industry

Digital Wealth Platforms for Advisors (TAMP/Advisor Tech) (FSAGAEAH)

Keywords

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

Headquarters

HQ city

Hackensack

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Investment Advisory Fees: Fee-based investment advisory services as a Registered Investment Advisor (RIA). The firm charges fees for wealth planning, coordination, and portfolio management services. Fee schedules are disclosed in Form ADV Part 2A.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels6 records

Core offering

Revolve Wealth Partners is an SEC-registered investment advisor that provides comprehensive wealth planning, financial coordination, and discretionary portfolio management to affluent individuals, families, trusts, business retirement plans, and small-to-mid-sized business owners. Its service offering spans a six-step financial planning process, tailored portfolio construction, insurance and benefits review, debt management, legacy/estate planning, and a technology-driven automated investing product called Revolve Portfolio Manager.

Product overview

Revolve Wealth Partners is a boutique, family-run registered investment adviser offering a unified wealth management and advisory platform. The core offering consists of wealth planning and coordination (acting as financial concierge coordinating with attorneys, accountants, and bankers), portfolio management using a disciplined financial planning process, wealth protection (insurance review), debt management, employee benefits review, and legacy planning. The firm also offers Revolve Portfolio Manager, an automated investment management service built on Institutional Intelligent Portfolios, to complement its human-driven advisory services. Together, these form a single client-centric and technology-driven wealth management platform.

Differentiator

Problem solved

Functional benefit

Products and services

• Wealth Planning & Coordination Advisory Comprehensive wealth planning and financial coordination service for affluent individuals and families, covering life-stage goals such as starting a business, marriage, first home purchase, college funding, managing inheritances or bonuses, retirement income, wealth transfer, and estate planning. Advisors act as financial concierges coordinating with clients' attorneys, accountants, bankers, and insurance agents.
• Revolve Portfolio Manager Automated discretionary portfolio management service that uses Schwab's Institutional Intelligent Portfolios to continuously rebalance client investments. Advisors collaborate with clients to identify the appropriate portfolio and continue to meet to ensure alignment with long-term strategy.
• Business Retirement Plan & Employee Benefits Advisory Advisory service for small- and mid-sized businesses and their executives covering qualified and non-qualified retirement plans, review of equity compensation (RSUs, ISOs, NQSOs, ESPPs, ESOPs, 401k, 403B, SEP, profit sharing, defined benefit plans), business insurance, buy-sell agreements, key person coverage, and succession planning, delivered through the firm's Director of Business Services.
• Wealth Protection & Insurance Review Insurance needs assessment and policy review service delivered by a dedicated Insurance Specialist with 30+ years of industry experience, helping clients make informed decisions on personal and business insurance and risk management.

Named customers2 records

Segments6 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration6 records

Feature3 records

Partnerships

Five partnerships are on record, tiered core.

• RightSize SolutionscoreTechnology or IntegrationRightSize Solutions is an industry-leading cybersecurity technology firm specializing in solutions for financial advisory firms. Provides triple-layer protection and safeguards for communication and data security. Manages cybersecurity for firms representing billions in assets under management.
• Black Diamond Wealth PlatformcoreTechnology or IntegrationBlack Diamond (by Advent Software) provides cloud-based portfolio management, reporting, and rebalancing system. Offers highly configurable content for easy-to-use reports and portfolio information access.
• MoneyGuideProcoreTechnology or IntegrationMoneyGuidePro is a financial planning and modeling application used to test multiple planning strategies and help clients understand probability of outcomes. Utilizes Monte Carlo simulation to stress test choices and strategies across market environments.
• XLR8 & SalesforcecoreTechnology or IntegrationXLR8 and Salesforce work together to form a CRM (Customer Relationship Management) system specific to the financial advisory industry and Revolve's firm structure. Enables enhanced client service and operational efficiencies.
• SmarshcoreTechnology or IntegrationSmarsh is the leading provider of archiving and compliance solutions with over 20,000 customers. Provides tools for electronic recordkeeping, supervision, and data protection in compliance with SEC obligations for Registered Investment Advisers.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Edelman Financial Engines: Large national RIA combining traditional financial planning with a planning-led advice model for mass-affluent and HNW clients, with overlap on retirement and financial planning use cases.
• Focus Financial Partners: RIA aggregator partnering with boutique wealth management firms; competes for the same talent pool and represents both a competitive threat and a potential acquirer category for boutique RIAs like Revolve.
• Bessemer Trust: Specialized wealth and investment management firm serving ultra-HNW families with estate planning, trust services, and multi-generational wealth transfer—directly comparable to Revolve's wealth distribution and estate planning segment.
• Mariner Wealth Advisors: National RIA aggregator serving HNW clients with financial planning, investment management, and family office services through an acquisition-led model, competing for the same client profiles as Revolve.
• Brown Brothers Harriman Wealth Management: Established private bank and wealth manager offering personalized investment management, trust, and estate services to HNW individuals and families, competing in the same Northeast HNW corridor as Revolve.
• Creative Planning: One of the largest independent RIAs in the US, offering comprehensive wealth management including financial planning, investment management, and retirement services—directly overlapping with Revolve's full-stack offering but at significantly greater scale.

Direct peers

• Wealthspire Advisors: Mid-sized RIA providing comprehensive financial planning, investment management, and tax services to HNW households, with a hybrid technology-driven advisory model very similar to Revolve's positioning.
• Bryn Mawr Capital Management: Mid-sized RIA providing comprehensive wealth planning and portfolio management to affluent families, similar in service breadth (planning, investments, insurance coordination) and target HNW segment.
• Corbett Road Capital Management: Boutique RIA serving HNW individuals, families, and institutions with a high-touch, planning-led model comparable to Revolve's white-glove 'You Culture' approach and roughly similar scale.

Emerging players

• Personal Capital (Empower Personal Dashboard): Hybrid digital wealth management platform combining automated tools with human advisors for HNW clients, directly comparable to Revolve's hybrid tech-plus-advisor model but serving a younger, more tech-first segment.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xtwitter.com/RevolveWealth
• Facebookfacebook.com/revolvewealth
• LinkedInlinkedin.com/company/revolvewealthpartners

Revenue estimate

Valuation estimate

Number of profiles

Profiles21 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 Revolve Wealth Partners