Insights

Innovative Wealth Platform Revisor offers a modern, integrated platform designed specifically for financial advisors, providing a compelling value proposition to RIA firms looking to upgrade their technology infrastructure.

Institutional Capabilities Developing a modern investment platform with institutional-level features positions Revisor to attract mid-sized and larger advisory firms seeking advanced tools for scaling their services.

Growth Potential With estimated revenues between 10M and 25M and recent product development initiatives, Revisor is positioned for further expansion, making it an ideal target for partnerships or financial solutions that support growth.

Tech Stack Integration Utilizing cloud-based and web-friendly technologies, Revisor offers opportunities for integration with other fintech solutions to deliver a seamless, comprehensive advisory ecosystem.

Market Differentiation By being built by advisors for advisors, Revisor emphasizes user-centric design and simplicity, which can be leveraged to tailor sales pitches that align with client needs for efficient and effective financial management.

REVISOR Tech Stack

REVISOR uses 8 technology products and services including html5media, cdnjs, Cloudflare, and more. Explore REVISOR's tech stack below.

  • html5media
    Audio, Video, Graphics
  • cdnjs
    Content Delivery Network
  • Cloudflare
    Content Management System
  • Amazon Simple Email Service
    Email
  • Google Fonts API
    Font Scripts
  • Element UI
    Javascript Frameworks
  • WordPress Block Editor
    Page Builders
  • Google Tag Manager
    Tag Management

REVISOR's Email Address Formats

REVISOR uses at least 2 format(s):
REVISOR Email FormatsExamplePercentage
FLast@revisorpartners.comJDoe@revisorpartners.com
38%
Last@revisorpartners.comDoe@revisorpartners.com
31%
First.Last@revisorpartners.comJohn.Doe@revisorpartners.com
16%
FirstL@revisorpartners.comJohnD@revisorpartners.com
15%

Frequently Asked Questions

Where is REVISOR's headquarters located?

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REVISOR's main headquarters is located at 11 Harvester Drive Copley, Ohio 44321 United States. The company has employees across 5 continents, including North AmericaEuropeSouth America.

What is REVISOR's phone number?

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You can contact REVISOR'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 REVISOR's official website and social media links?

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REVISOR's official website is revisorgroup.com and has social profiles on LinkedIn.

What is REVISOR's NAICS code?

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REVISOR's NAICS code is 52 - Finance and Insurance.

How many employees does REVISOR have currently?

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As of May 2026, REVISOR has approximately 25 employees across 5 continents, including North AmericaEuropeSouth America. Key team members include Vice President, Sales & Business Development: K. P.Portfolio Manager: J. D.Financial Services Advisor: J. R.. Explore REVISOR's employee directory with LeadIQ.

What industry does REVISOR belong to?

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REVISOR operates in the Financial Services industry.

What technology does REVISOR use?

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REVISOR's tech stack includes html5mediacdnjsCloudflareAmazon Simple Email ServiceGoogle Fonts APIElement UIWordPress Block EditorGoogle Tag Manager.

What is REVISOR's email format?

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REVISOR's email format typically follows the pattern of FLast@revisorpartners.com. Find more REVISOR email formats with LeadIQ.

When was REVISOR founded?

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REVISOR was founded in 2015.

REVISOR

Financial ServicesOhio, United States11-50 Employees

REVISOR operates in the financial services sector with a focus on wealth management. The company provides a modern platform that unifies investing, financial planning, tax, estate, and insurance services into a single system for advisors and their clients. It is described as built by practitioners for practitioners and is headquartered in Copley, Ohio.

In October 2024, the firm announced the development of a Modern Investment Platform that would offer institutional-level capabilities to RIAs of all sizes. The effort aims to simplify and integrate core financial services for advisors and their clients. This development positions REVISOR within the wealth management space, serving advisory firms across different scales.

Section iconCompany Overview

Headquarters
11 Harvester Drive Copley, Ohio 44321 United States
Phone number
NAICS Code
52 - Finance and Insurance
Founded
2015
Employees
11-50

Section iconFunding & Financials

  • $10M$25M

    REVISOR's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    REVISOR's revenue is estimated to be in the range of $10M$25M

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