Regev Group

What Regev Group does

Regev Group is a privately held financial advisory firm founded in 1990 by Nir Regev that provides personalized wealth management and alternative investment advisory services to accredited investors and high-net-worth individuals. The firm is headquartered in Saint Louis, Missouri, and operates virtually from Missouri and Montana with a family-led team (Nir Regev as founder/advisor, Cherie Regev as business manager, and Elie Regev handling web design). Its core offerings center on alternative investments—including Delaware Statutory Trusts (DSTs) for 1031 exchanges, Qualified Opportunity Zone (QOZ) funds, private debt, private equity, real estate, and oil and natural gas partnerships—designed to help clients defer capital gains and offset income taxes while diversifying beyond traded securities.

The firm does not operate proprietary technology platforms or software products; its value is delivered through direct, relationship-based advisory delivered via phone, email, and virtual meetings. Regulatory and brokerage functions are accessed through affiliations with Diversify Advisory Services (an SEC-registered investment adviser) and DFPG Investments, LLC (a FINRA-member broker/dealer), which provide the compliance and securities-distribution backbone for Regev Group's advisory practice. The firm explicitly encourages referrals and works closely with real estate agents, qualified intermediaries, attorneys, and CPAs to source clients.

Regev Group generates revenue through advisory fees on wealth management and alternative investment placements; pricing is not publicly disclosed but DST minimum investments are typically around $100,000 and clients must meet accredited investor thresholds ($1M net worth excluding primary residence or $200K/$300K annual income). The go-to-market is sales-led and referral-driven, with content marketing via the firm website as a top-of-funnel support channel. Geographic focus is domestic US with a Midwest operational base, and there is no disclosed institutional ownership, funding history, or M&A activity.

Name

Regev Group

Legal name

Regev Group

Website

https://regevgroup.com

Company type

Private

Founded year

1990

Operating status

Operating

Headcount range

1–10 employees

Short description

Regev Group is a Saint Louis-based, founder-led financial advisory firm founded in 1990 that provides personalized wealth management and alternative investment services—including 1031 exchanges, DSTs, and QOZ funds—to accredited investors and high-net-worth individuals across the United States.

Ownership category

akta.pro rank

Product category

Financial Advisory / Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro industry

PRIMARYFSAEALAA

Private Placement Agents (Reg D/144A)

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Placement Agents & Capital Raising Intermediation

Keywords

• Alternative investments
• Wealth management advisory
• 1031 exchange solutions
• Tax-advantaged investing
• Accredited investor services

Headquarters

HQ city

Ballwin

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, Others

Revenue model

1. Investment Advisory Services: The firm generates revenue through advisory fees for wealth management and investment consulting services. They offer services through affiliated companies including Diversify Advisory Services (SEC registered investment adviser) and DFPG Investments, LLC (broker/dealer, member FINRA/SIPC). Revenue appears to come from advisory fees, potentially including fees related to alternative investment products such as DSTs, QOZ funds, and private placements.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

Core offering

Regev Group is a financial advisory firm that helps accredited investors with wealth accumulation, preservation, and transfer planning through alternative investments and tax-advantaged strategies. Its core offerings include non-traded securities such as real estate (Delaware Statutory Trusts for 1031 exchanges), Qualified Opportunity Zone funds, oil and natural gas partnerships, private equity, and private debt instruments. Wealth management services are delivered through affiliated SEC-registered investment adviser Diversify Advisory Services and FINRA member broker/dealer DFPG Investments, LLC.

Product overview

Regev Group is a financial services firm offering a unified suite of alternative investment products and wealth management services. The core offering centers on non-traded securities including Real Estate, Private Debt, and Private Equity alternatives, complemented by tax-advantaged vehicles such as Qualified Opportunity Zone (QOZ) funds, Delaware Statutory Trusts (DSTs) for 1031 exchanges, and Oil/Natural Gas partnerships. These products work together to help investors diversify portfolios, defer capital gains, and access investment opportunities typically unavailable to individual investors. Wealth management services are delivered through affiliated companies including Diversify Advisory Services and DFPG Investments, LLC.

Differentiator

Problem solved

Functional benefit

Products and services

• Wealth Management Services Personalized wealth accumulation, preservation, and transference planning services for accredited investors and business owners, delivered through affiliated SEC-registered investment adviser Diversify Advisory Services and FINRA member broker/dealer DFPG Investments, LLC.
• Alternative Investments (Real Estate, Private Debt, Private Equity) Non-traded securities and investment products including real estate, private debt, and private equity offerings that complement traditional traded investments and provide diversification, direct investment access, and opportunities typically out of reach for individual investors.
• Delaware Statutory Trust (DST) / 1031 Exchange Solutions Replacement property solutions for 1031 exchanges that enable investors to defer capital gains taxes while maintaining ownership in real estate, with professional sponsor management handling day-to-day operations.
• Qualified Opportunity Zone (QOZ) Funds Investment vehicles organized as partnerships or corporations holding at least 90% of assets in QOZ-designated properties, offering potential tax deferral, reduction, and elimination of tax on appreciation for long-term holders.
• Oil and Natural Gas Partnerships Developmental oil and gas partnerships offering potential active and passive income tax deductions through intangible drilling costs that pass through to investors, providing diversification and potential economic benefits.

Segments2 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators2 records

Recent moves6 records

Expansion highlights3 records

Broad incumbents

• LPL Financial: LPL Financial is the largest independent broker-dealer in the US, supporting thousands of independent financial advisors. Comparable to Regev Group's affiliation model through DFPG Investments, but offering institutional-scale technology, products, and advisor support.
• Cetera Financial Group: Cetera Financial Group is a major broker-dealer and RIA network supporting independent financial advisors. Comparable to Regev Group in providing broker-dealer infrastructure (similar to DFPG Investments affiliation) that enables independent advisors to offer securities and alternative products to clients.
• Carson Group: Carson Group is a large RIA platform supporting independent advisors with wealth management technology, compliance, and back-office infrastructure. Comparable to Regev Group in serving independent advisors targeting HNW clients, but with significantly greater scale, technology stack, and product breadth.
• Creative Planning: Creative Planning is one of the largest independent RIAs offering wealth management, tax planning, and alternative investments to HNW individuals. Comparable to Regev Group in providing holistic HNW advisory services with alternative investments, but with national reach and much larger headcount.
• Edelman Financial Services: Edelman Financial Services is a large national RIA providing wealth management and financial planning for HNW clients. Comparable in targeting HNW individuals with personalized wealth advisory, but operating at far greater scale than the family-run Regev Group.
• Commonwealth Financial Network: Commonwealth Financial Network is an independent broker-dealer and RIA supporting independent financial advisors serving HNW clients. Comparable to Regev Group's DFPG Investments affiliation model, providing compliance, technology, and product infrastructure for independent advisor practices.
• Mariner Wealth Advisors: Mariner Wealth Advisors is a national RIA serving HNW and ultra-HNW clients with comprehensive wealth management including alternative investments. Comparable in targeting HNW clients with personalized advisory and alternative investment offerings, though at substantially greater scale.

Direct peers

• Dynasty Financial Partners: Dynasty Financial Partners provides an open-architecture platform for independent wealth management firms serving ultra-HNW and HNW clients. Comparable to Regev Group's open-architecture philosophy and HNW focus, but with institutional-scale technology and support.
• Sanctuary Wealth: Sanctuary Wealth partners with high-performing advisors and offers HNW wealth management services including alternative investments. Directly comparable to Regev Group in serving experienced advisors with HNW client bases seeking diversified investment solutions including private placements.

Others

• Orion Advisor Solutions: Orion Advisor Solutions provides wealth management technology, investment solutions, and practice management tools to independent RIAs. Adjacent to Regev Group as enabling technology infrastructure that could power a more scalable version of the firm's advisor practice.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/regev-group

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 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 Regev Group