Rose Greene Financial

Name

Rose Greene Financial

Legal name

Rose Greene Financial

Website

https://rosegreene.com

Company type

Private

Founded year

1986

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Product category

Personal Financial Advisory

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

ESG/Sustainable Investment Advisory (FSAEAAAJ)

Keywords

• Financial planning services
• Retirement planning advice
• Wealth management advisory
• Estate planning services
• Sustainable investing advisory

Headquarters

HQ city

Santa Monica

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, Infrastructure

Revenue model

1. Financial Advisory Services: Fee-based financial planning and investment advisory services offered through Perennial Investment Advisors, a registered investment advisor. Securities and investment products are offered through LPL Financial, a registered broker-dealer and investment advisor platform.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Rose Greene Financial is an independent financial advisory firm that provides personalized financial planning, retirement planning, tax planning, college planning, insurance, estate planning, charitable giving, and sustainable investing services to individual investors and entrepreneurs. Securities are offered through LPL Financial (broker-dealer) and investment advisory services are provided through Perennial Investment Advisors, with the firm acting in a fiduciary capacity under its independent advisor model.

Product overview

Rose Greene Financial operates as an independent financial advisory firm providing comprehensive wealth management services. The core offering consists of financial planning services addressing retirement, tax optimization, estate planning, insurance needs, and charitable giving. The firm specializes in sustainable investing and serves individual investors and entrepreneurs. Supporting the advisory services are interactive tools including the Federal Capital Gains Tax Estimator and Social Security Tax Estimator. Educational resources include the Market Signals Podcast, blog content, and a Learning Center with articles and calculators covering investment, retirement, estate, insurance, tax, money, and lifestyle topics.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Planning Comprehensive financial planning services covering individual investor needs, retirement readiness, and financial goal achievement, delivered to individual investors and entrepreneurs.
• Retirement Planning Planning services focused on preparing clients for retirement, including Social Security optimization and retirement income strategies, for pre-retirees and retirees.
• Tax Planning Tax-efficient strategies including tax-loss harvesting, capital gains management, and tax bracket optimization for individual investors.
• College Planning Planning services to help families prepare for higher education costs and financial aid strategies.
• Insurance Services Risk management through personal insurance, liability insurance, and life insurance solutions for individual clients.
• Estate Planning Planning for asset transfer, estate valuation, and inheritance strategies including trusts and wills, for individual investors and families.
• Charitable Giving Strategies for philanthropically-minded clients including donor-advised funds and charitable gifting optimization.
• Sustainable Investing Investment approach focused on environmental, social, and governance (ESG) criteria and impact investing for individual investors.

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Two partnerships are on record, tiered core.

• LPL FinancialcoreTechnology or IntegrationRose Greene Financial is a registered representative with and securities offered through LPL Financial, a registered broker-dealer and investment advisor. LPL Financial provides custody, execution, and platform services. Member FINRA/SIPC.
• Perennial Investment AdvisorscoreTechnology or IntegrationInvestment advice offered through Perennial Investment Advisors, a registered investment advisor. Rose Greene Financial and Perennial Investment Advisors are separate entities from LPL Financial.

Recent moves5 records

Expansion highlights3 records

Broad incumbents

• Edelman Financial Engines: Large independent RIA offering comprehensive financial planning, retirement, tax, and estate services to individual investors nationally. Directly comparable service mix and fiduciary positioning, but at significantly greater scale.
• Carson Group: National network of independent financial advisors providing comprehensive financial planning, retirement, tax, and wealth services. Comparable independent advisor model and full-service offering breadth.
• Fisher Investments: Large independent RIA serving individual and institutional investors with portfolio management and financial planning. Comparable as an independent, fee-based advisory firm targeting individual investors, though at materially larger scale.
• Mercer Advisors: Independent RIA with comprehensive wealth management, tax, estate, and financial planning services for individuals and families. Comparable independent fiduciary model and full-service offerings.
• Creative Planning: National independent RIA offering financial planning, retirement, tax, estate, and wealth management to individuals and entrepreneurs. Highly comparable service breadth and client profile to Rose Greene Financial.

Emerging players

• Personal Capital (Empower): Hybrid digital and human advisory firm offering financial planning, retirement, and investment management to individual investors. Comparable client segment and service overlap, with a stronger technology component.
• Betterment: Digital wealth management and financial planning platform serving individual investors with automated portfolio management. Competes for the same individual-investor segment but via a low-fee, technology-driven model rather than personalized advice.

Direct peers

• Halbert Hargrove: Long-standing independent RIA based in Southern California serving individuals and families with comprehensive financial planning, retirement, tax, and estate services. Closely comparable in size, geography, and service mix to Rose Greene Financial.
• Buckingham Strategic Wealth: Independent RIA offering financial planning, investment management, tax, and estate services to individuals, with a strong fiduciary orientation. Comparable independent fiduciary model and comprehensive service suite.
• Rebalance IRA: Independent, fee-only financial advisory firm offering retirement planning, investment management, and financial planning to individual investors. Closely comparable service mix and target client segment.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/DavidAronovitch

Revenue estimate

Valuation estimate

Number of profiles

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 Rose Greene Financial