Rekroot, Llc.

What Rekroot, Llc. does

Rekroot, LLC is a privately held, Chicago-based recruiting and talent consulting firm founded in 2015 that serves exclusively the financial services industry. The firm provides specialized recruiting, recruiter coaching, and talent acquisition training to financial advisory practices, wealth management firms, and insurance agencies, with particular expertise in the licensing requirements (Series 6, 7, 63, 66, CFP) that gate advisor and agent hires. Its service portfolio centers on the proprietary rekrootTALENT Selection System — a codified methodology for candidate profiling, job description drafting, market salary research, selection process design, and behavioral-based interview guides — delivered through three engagement models: AdHoc (per-engagement), Subscription (monthly retainer), and Placement (project-based single hire). Adjacent offerings include a Coaching & Consulting program for in-house recruiters and leaders, the two-day in-person Firm Foundations Talent Acquisition Workshop, a "Hiring & Developing a Recruiter" training program, and keynote Speaking Engagements.

Revenue is generated primarily through professional-services fees and a recurring subscription retainer, with all pricing quote-based and not publicly disclosed. Go-to-market is sales-led and consultation-driven, anchored by Calendly-scheduled free consultations with the co-founders, supported by content marketing through the company website, an on-demand webinar library, an email newsletter, LinkedIn presence, and conference speaking engagements. Customer segments are vertical-focused: registered investment advisors, financial planning firms, and insurance/wealth management enterprises (including Northwestern Mutual offices, Compass Capital Management, Thrivent Financial, Securian Financial, Farm Bureau Michigan, and Country Financial) across North America.

The company operates with a deliberately lean team of approximately four named professionals — co-founders Kimberly Buck Gough and Morgan Strahan, Strategic Sourcer Kate Peake, and Business Development Specialist Kim Camet — serving enterprise and mid-market financial-services clients. Rekroot is bootstrapped with no disclosed institutional funding, no parent company, and no acquisition history, operating as a founder-owned niche consultancy rather than a venture-backed platform.

Name

Rekroot, Llc.

Legal name

Rekroot, LLC

Website

https://rekrootpartner.com

Company type

Private

Founded year

2015

Operating status

Operating

Headcount range

1–10 employees

Short description

Rekroot is a privately held Chicago-based recruiting and coaching firm founded in 2015 that exclusively serves financial services companies, providing recruiting services, recruiter training, and talent acquisition workshops via its proprietary rekrootTALENT system.

Ownership category

akta.pro rank

Headquarters

HQ city

Chicago

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. AdHoc Recruiting: Per-engagement recruiting services for offices hoping to supplement recruiting efforts or those considering subscription options. Includes kick-off meeting, sourcing, pre-screening, candidate introductions, evaluation calls, and ongoing candidate communication.
2. Subscription Recruiting: Ongoing recruiting retainer for offices with continuous hiring needs. Includes candidate introductions, pipeline calls, follow-ups, and coaching for recruiting teams.
3. Placement Recruiting: One-time placement service for specific leadership, team, or staff roles. Works until the opportunity is filled with full-cycle recruiting support including onboarding, pre-screening, introductions, interviewing support and feedback.
4. Coaching & Consulting: Personalized coaching for recruiters and leaders in financial services, including skill enhancement, knowledge expansion, interviewing techniques, and ongoing support for long-term success.
5. Firm Foundations Talent Acquisition Workshop: Two-day in-person workshop for hiring managers, recruiters, and marketing professionals in financial services sector covering sourcing, hiring, and selection processes.
6. Speaking Engagements: Keynote speaking services on recruiting trends, building referral culture, and making powerful recruiting selections for conferences, forums, and business development meetings.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

Rekroot provides specialized recruiting and talent development services for financial services firms, including financial advisor, wealth manager, insurance agent, and operations placements. The company operates a three-tier recruiting service (AdHoc, Subscription, and Placement) supported by the proprietary rekrootTALENT Selection System, along with coaching, workshops, and speaker programs designed to improve client-side recruiting capability.

Product overview

Rekroot is a recruiting partner specializing exclusively in the financial services industry, offering a suite of services built around its core coaching and consulting practice and the rekrootTALENT recruiting platform. The main product line consists of Coaching & Consulting (personalized coaching for recruiters and leaders), rekrootTALENT (three-tier recruiting service: AdHoc, Subscription, and Placement), and the Firm Foundations Talent Acquisition Workshop (two-day training program). Additional offerings include Speaking Engagements and a Hiring & Developing a Recruiter program that combines recruitment services with proprietary training and development. The company operates from Chicago, Illinois and serves clients across North America.

Differentiator

Problem solved

Functional benefit

Brands

• rekrootTALENT: Recruiting services including AdHoc, Subscription, and Placement recruiting for financial services companies.
• Firm Foundations Talent Acquisition Workshop
• Coaching & Consulting Program

Products and services

• Coaching & Consulting Personalized coaching and consulting program for recruiters and leaders in the financial services industry, offering tailored guidance on talent acquisition, interviewing techniques, candidate assessment, and ongoing professional development.
• rekrootTALENT Recruiting Services Three-tier recruiting service for financial services companies providing AdHoc recruiting support, subscription-based ongoing pipeline management, or placement-based hiring for specific roles, including candidate sourcing, pre-screening, introductions, and interview support.
• Firm Foundations Talent Acquisition Workshop Two-day immersive workshop for hiring managers, recruiters, and marketing professionals in the financial services sector, teaching effective recruiting strategy, sourcing, hiring, and selection processes.
• Hiring & Developing a Recruiter Recruitment services combined with proprietary training and development program designed to help financial services companies hire and develop successful long-term recruiters, including candidate assessment and ongoing mentorship.
• Speaking Engagements Keynote speaking services covering recruiting trends, referral culture building, and powerful recruiting selection strategies for conferences, forums, and business development meetings.

Named customers8 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Scale indicators2 records

Recent moves6 records

Expansion highlights6 records

Broad incumbents

• Indeed: Largest global job search and recruitment platform. Competes for employer recruiting spend at the top of funnel but operates a fundamentally different (job board) model compared to Rekroot's specialized, high-touch recruiting partnership.
• CareerBuilder: Large generalist recruiting platform and former employer of Rekroot co-founder Kimberly Buck Gough. Overlapping recruiting category but with vastly broader scope across industries and fundamentally different business model (job board vs. specialized recruiting partner).
• Kelly Services: Global staffing and workforce solutions company with financial services recruiting capabilities. Larger, more diversified competitor in the same professional recruiting space Rekroot operates in.
• Robert Half: Established global staffing and recruiting firm that acquired The Bryteside Group. Competes in financial services recruiting as part of a much broader staffing portfolio, giving it scale advantages Rekroot lacks.
• LinkedIn (Talent Solutions): Recruiting platform owned by Microsoft that provides sourcing, job postings, and HR tools. Indirect competitor to Rekroot as a foundational channel for candidate sourcing and employer branding in financial services.
• D.A. Davidson Recruiting Practice: Investment advisory firm with an internal recruiting and talent acquisition practice serving financial advisors. Provides an in-house alternative to using specialized recruiting partners like Rekroot.

Direct peers

• Keller Placement Partners: Boutique recruiting firm focused on financial advisor and wealth management placements. Comparable to Rekroot in vertical specialization, size, and consulting-style engagement model.
• The Bryteside Group: Financial services recruiting firm specializing in placing advisors, planners, and operational staff at wealth management firms. Highly comparable to Rekroot in vertical specialization, customer base, and recruiting methodology.
• GPW & Associates: Recruiting firm focused on financial services professionals including financial advisors, wealth managers, and planners. Directly comparable niche specialization and target customer profile to Rekroot.
• Keator Group: Specialized recruiting firm focused exclusively on the financial services industry. Directly comparable to Rekroot in niche focus, target customer (wealth management, insurance, advisory firms), and service offering (sourcing, placement, coaching).

Market position

Strengths4 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

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 Rekroot, Llc.