Insights

Multi-custodian Advantage Leverage rebel Financial’s ability to work with ten custodians to position as a flexible platform for clients seeking diverse investment access, potentially appealing to mid-sized RIAs and institutional-adjacent firms looking to diversify custody relationships.

Tech-Driven Differentiator Highlight the AI, digital assets, and advanced planning tools as a selling point to tech-forward firms and fintech-adjacent advisors seeking cost efficiency, scalable planning, and enhanced client experience.

Transparent Pricing Emphasize no account minimums and net-worth-based transparent pricing to attract high-net-worth prospects and value-conscious clients, creating opportunities to convert from traditional AUM models.

ESG and Impact Position as an ESG and faith-based investing partner through impact investing offerings and B Corp governance, appealing to values-aligned clients and advisors serving mission-driven portfolios.

Growth and Services Cross-sell potential across services including retirement, tax, estate planning, business services, and tax prep, targeting current firms expanding advisory teams or onboarding more sophisticated employer-sponsored plans.

rebel Financial Tech Stack

rebel Financial uses 8 technology products and services including Cloudflare Web Optimizations, Facebook Pixel, oEmbed, and more. Explore rebel Financial's tech stack below.

  • Cloudflare Web Optimizations
    Analytics
  • Facebook Pixel
    Analytics
  • oEmbed
    Dev Tools
  • ChatGPT
    Generative Ai
  • Handlebars
    Javascript Frameworks
  • Swiper
    Javascript Libraries
  • Underscore.js
    Javascript Libraries
  • Apache HTTP Server
    Web Servers

rebel Financial's Email Address Formats

rebel Financial uses at least 1 format(s):
rebel Financial Email FormatsExamplePercentage
First@rebelfinancial.comJohn@rebelfinancial.com
92%
Middle@rebelfinancial.comMichael@rebelfinancial.com
4%
Last@rebelfinancial.comDoe@rebelfinancial.com
4%

Frequently Asked Questions

What is rebel Financial's phone number?

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You can contact rebel Financial's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is rebel Financial's official website and social media links?

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rebel Financial's official website is rebelfinancial.com and has social profiles on LinkedIn.

How much revenue does rebel Financial generate?

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As of August 2026, rebel Financial's annual revenue is estimated to be $10M - $25M.

What is rebel Financial's NAICS code?

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rebel Financial's NAICS code is 52 - Finance and Insurance.

How many employees does rebel Financial have currently?

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As of August 2026, rebel Financial has approximately 18 employees across 2 continents, including North AmericaAsia. Key team members include President: P. R.President: W. P. R.Financial Education & Outreach Partner: A. M.. Explore rebel Financial's employee directory with LeadIQ.

What industry does rebel Financial belong to?

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rebel Financial operates in the Financial Services industry.

What technology does rebel Financial use?

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rebel Financial's tech stack includes Cloudflare Web OptimizationsFacebook PixeloEmbedChatGPTHandlebarsSwiperUnderscore.jsApache HTTP Server.

What is rebel Financial's email format?

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rebel Financial's email format typically follows the pattern of First@rebelfinancial.com. Find more rebel Financial email formats with LeadIQ.

When was rebel Financial founded?

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rebel Financial was founded in 2013.
rebel Financial logo

rebel Financial

Financial ServicesOhio, United States11-50 Employees

rebel Financial is a financial services firm based in Groveport, Ohio, that positions itself as a registered investment advisor focused on client-first fiduciary service. The company provides investment management for traditional and digital assets, comprehensive financial planning, tax planning and preparation, as well as business services such as 401(k) support, bookkeeping, payroll, and consulting, with an emphasis on ESG and impact investing. Targeting individual investors and business clients who seek values-aligned portfolios and transparent, fee-based pricing, rebel Financial offers a multi-custodian approach to give clients greater flexibility and potential cost benefits compared with single-custodian models. As a Certified B Corporation, the firm aligns its operations with social and environmental impact goals while reinvesting in clients, employees, and the surrounding community, and it highlights technology-driven planning and accessibility, including no account minimums and a freemium service level. The firm operates within the financial services sector and emphasizes innovation, accessibility, and ethical stewardship as distinguishing features in its market positioning.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Founded
2013
Employees
11-50

Section iconFunding & Financials

  • $10M - $25M

    rebel Financial's revenue is estimated to be in the range of $10M - $25M

Section iconFunding & Financials

  • $10M - $25M

    rebel Financial's revenue is estimated to be in the range of $10M - $25M

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