Revolution Group
Revolution Group is an employee-owned, fee-only wealth management and advanced tax strategy firm in Omaha, serving entrepreneurs, founders, CEOs, and multi-generational HNW families with integrated investment, tax, family office, and exit planning services.
- Company typePrivate
- Founded2019
- HeadquartersOmaha, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Revolution Group does
Revolution Group, LLC is an employee-owned, fee-only wealth management and tax strategy firm headquartered in Omaha, Nebraska, serving entrepreneurs, founders, CEOs, business owners, and multi-generational high-net-worth families. The firm's offerings are delivered through three wholly-owned subsidiaries — Revolution Capital, LLC (SEC-registered investment adviser), Revolution Tax, LLC, and Revolution Advanced Tax, LLC (a licensed independent CPA firm) — and span goals-based wealth management with private investment access, year-round tax planning and compliance, outsourced family office services, and a proprietary 10-Point Exit Planning Framework licensed from EPI's Value Acceleration Methodology. Founder Ryan Fleischer, who previously served as outsourced portfolio manager at one of the world's largest family offices, leads client relationships and the investment function directly.
The firm markets itself under the trademarked REAL FIDUCIARY™ Standard, codifying zero commissions, no proprietary products, no bank/broker-dealer/insurer relationships, customizable contracts, and termination flexibility. Service delivery runs through a founder-led, consultative sales motion (initial founder call, in-person engagement), supported by content marketing (blog, SEO, YouTube webinars), social channels (Facebook, LinkedIn, X), national earned media (ThinkAdvisor Luminaries, AdvisorHub rankings), and event-driven outreach. An award-winning client portal and mobile app — built on third-party Orion infrastructure — provides 24/7 consolidated account aggregation and one-click dashboards.
Revenue is generated through recurring advisory fees on assets under management, professional-services fees from the tax practice, and bundled/customized family office engagements. No fee schedule, AUM figure, or revenue disclosure is publicly available; pricing is described as fee-only and quoted per engagement. Geographic scope is domestic (US), with primary concentration in the Omaha metro and national reach via thought leadership and inbound brand authority.
Revolution Group firmographics
Firmographics- Name
- Revolution Group
- Legal name
- Revolution Group, LLC
- Website
- https://revgroupllc.com
- Company type
- Private
- Founded year
- 2019
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Revolution Group is an employee-owned, fee-only wealth management and advanced tax strategy firm in Omaha, serving entrepreneurs, founders, CEOs, and multi-generational HNW families with integrated investment, tax, family office, and exit planning services.
- Ownership category
- akta.pro rank
Revolution Group industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Trust, Fiduciary, and Custody Activities (523991)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite) (FSAAACAH)
- akta.pro secondary industries
- Financial Planning–Led RIAs (FSAAACAB), Hybrid Advice (Advisor + Digital) Platforms (FSAAAAAE), Family Office Trust & Fiduciary Services (FSAEAKAF)
Keywords
Where Revolution Group is headquartered
LocationHeadquarters
- HQ city
- Omaha
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Revolution Group business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Advisory / Wealth Management Fees: Fee-only registered investment advisory services. The firm explicitly operates without commissions and does not sell proprietary products or accept referral fees from banks, broker/dealers, insurance companies, or trust departments. Revenue is derived from advisory fees rather than transactional compensation, aligning the firm's incentives with client outcomes.
- Tax Planning and Preparation Services: Tax planning and tax compliance services provided through Revolution Tax, LLC and Revolution Advanced Tax, LLC, including business and executive tax planning, personal and business tax compliance, and wealth/estate/tax integration. These services operate as a distinct revenue stream from the advisory business.
- Family Office Services: Family office services covering portfolio optimization, tax planning, legal coordination, planning, private banking, reporting, family services, and lifestyle management. Provided as a bundled or customizable offering integrated with wealth management.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Customizable advisory services — no published tier structure |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels8 records
Revolution Group product offering
Product offeringCore offering
Revolution Group is an employee-owned wealth management firm headquartered in Omaha, Nebraska, that provides integrated financial advisory services to high-net-worth individuals, families, entrepreneurs, and business owners. Core offerings include discretionary wealth management, tax planning and compliance, family office services, exit planning for business owners (via a proprietary 10-Point Exit Planning Framework), and post-exit wealth structuring. The firm operates under a "REAL FIDUCIARY" standard and provides clients access to private investment opportunities through a Private Capital/Private Access offering, supported by an in-house developed, award-winning client portal and mobile app that consolidates reporting across custodians and external assets.
Product overview
Revolution Group is a full-service, employee-owned wealth management firm offering an integrated platform of services for entrepreneurs, high-net-worth individuals, and multi-generational families. The core offering combines Wealth Management (custom portfolio construction, private capital access), Tax Planning & Compliance, Business Advisement & Transition (including the proprietary 10-Point Exit Planning Framework), and outsourced Family Office services. The firm also provides proprietary digital tools including an award-winning client portal and mobile app. Services are delivered under the REAL FIDUCIARY™ Standard, emphasizing conflict-free, transparent advice without commissions or proprietary products.
Differentiator
Problem solved
Functional benefit
Brands
- REAL FIDUCIARY™ Standard: A proprietary fiduciary approach that goes above and beyond the global fiduciary standard, ensuring client interests come first.
Products and services
- Wealth Management Services
Quantifiable outcome
- Position-level tax management can generate 2% to 3% additional after-tax return per year for some high-net-worth clients
- +2 more outcomes
Companies that use Revolution Group
Customer profileSegments3 records
Ideal customer profiles2 records
Revolution Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature3 records
Revolution Group partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- EPI (Exit Planning Institute)minorRevolution Group's 10-Point Exit Planning Framework is informed by EPI's Value Acceleration Methodology™. The firm has adapted EPI's methodology for its own fiduciary-led exit planning process tailored to today's tax and capital markets environment. This is a methodology licensing/adoption relationship rather than a formal co-development partnership.
Scale indicators5 records
Recent moves6 records
Expansion highlights6 records
Revolution Group competitors and assessment
Company assessmentDirect peers
- Aspiriant: Independent, fee-only RIA serving HNW individuals and families with integrated wealth management, tax, and estate planning. Comparable on fee-only fiduciary positioning, HNW/UHNW target market, and integrated planning emphasis, at a similar scale to Revolution Group.
- Moneta Group: Independent, fee-only RIA providing integrated wealth management, tax, estate, and family office services to HNW individuals and families. Closely comparable on integrated service model, fee-only fiduciary positioning, and family wealth/multigenerational planning focus.
- Buckingham Strategic Wealth: Fee-only RIA serving HNW households with evidence-based wealth management, tax planning, and estate services. Comparable on fiduciary-only positioning, evidence-based investment approach, and HNW target market, with a similar size and growth-stage profile.
- Carson Group (formerly Carson Wealth): Omaha-based, founder-led fee-only RIA serving HNW individuals and business owners with integrated wealth management, business transition planning, and family office services. Highly comparable given shared Omaha geography, similar HNW/entrepreneur target market, integrated planning model, and comparable size and growth-stage trajectory.
- Oxford Financial Group: Independent, fee-only RIA and multi-family office serving HNW/UHNW families with integrated investment, tax, estate, and family office services. Comparable on integrated service stack, multi-family office positioning, and HNW/UHNW focus, at a similar scale and growth-stage.
- Creative Planning: One of the largest independent, fee-only RIAs in the U.S., serving HNW/UHNW clients with integrated wealth management, tax planning, and estate services under a fiduciary standard. Directly comparable fiduciary-only positioning, HNW/entrepreneur focus, and integrated tax+investment model, though at significantly greater AUM scale.
- Mariner Wealth Advisors: National RIA offering integrated wealth advisory, tax, estate, and family office services to HNW/UHNW individuals and families. Comparable across integrated service stack, family office offering, and HNW target market, with overlapping emphasis on coordinated planning across investments, taxes, and estate.
Broad incumbents
- Edelman Financial Engines: Large independent RIA combining traditional wealth management with financial planning for HNW individuals, with significant AUM scale and a multi-channel distribution model. Comparable HNW focus and planning-led approach, though substantially larger and more nationally distributed.
- Mercer Advisors: National RIA consolidator serving HNW households with wealth management, tax, estate, and trust services across multiple U.S. offices. Comparable service set and HNW focus, but at much larger scale and with a multi-office footprint that Revolution Group lacks.
- Fisher Investments: Large RIA primarily serving HNW individuals with discretionary portfolio management and private investment access. Comparable on HNW focus and access to private investment opportunities, though at significantly greater scale and with a more concentrated investment-management offering.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
Revolution Group social profiles
Digital presenceRevolution Group compliance and trust
Trust signalCompliance1 record
Revolution Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
Revolution Group leadership team
Management profileNumber of profiles
Profiles6 records
Revolution Group subsidiaries and ownership
Company hierarchySubsidiaries3 records
Revolution Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Revolution Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Revolution Group
What does Revolution Group do?
Revolution Group is an employee-owned wealth management firm headquartered in Omaha, Nebraska, that provides integrated financial advisory services to high-net-worth individuals, families, entrepreneurs, and business owners. Core offerings include discretionary wealth management, tax planning and compliance, family office services, exit planning for business owners (via a proprietary 10-Point Exit Planning Framework), and post-exit wealth structuring. The firm operates under a "REAL FIDUCIARY" standard and provides clients access to private investment opportunities through a Private Capital/Private Access offering, supported by an in-house developed, award-winning client portal and mobile app that consolidates reporting across custodians and external assets.
Is Revolution Group a public or private company?
Revolution Group is a private company. It is classified as management employee owned and is currently operating.
When was Revolution Group founded?
Revolution Group was founded in 2019. It employs 1 to 10 people.
Where is Revolution Group based?
Revolution Group is headquartered in Omaha, United States, in the North America region.
How does Revolution Group make money?
Three revenue lines are on record. Advisory / Wealth Management Fees are the primary driver. The others are tax Planning and Preparation Services and family Office Services.
Who are Revolution Group's main competitors?
Direct peers on record are Aspiriant, Moneta Group, Buckingham Strategic Wealth, Carson Group (formerly Carson Wealth), Oxford Financial Group, Creative Planning and Mariner Wealth Advisors. Broad incumbents are Edelman Financial Engines, Mercer Advisors and Fisher Investments.
Does Revolution Group have an API?
No public API is recorded for Revolution Group.
What industry is Revolution Group in?
Revolution Group's product category is Wealth Management. Its primary akta.pro industry code is FSAAACAH, Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite), with a secondary code of FSAAACAB, Financial Planning–Led RIAs. Its NAICS code is 523940 and its SIC code is 6282.