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.