REVISOR Employee Directory

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.

Find REVISOR employees' phone numbers or email addresses

REVISOR Global Highlights

Location
Employees

North America
18

Minus sign iconPlus sign icon
  • United States Of America
    18

Europe
15

Minus sign iconPlus sign icon
  • Denmark
    12
  • Norway
    1
  • Sweden
    1
  • Spain
    1

South America
2

Minus sign iconPlus sign icon
  • Brazil
    2

Africa
1

Minus sign iconPlus sign icon
  • Morocco
    1

Asia
1

Minus sign iconPlus sign icon
  • Philippines
    1

REVISOR's Leadership

  • Stylized image of a person
    K. P.
    Vice President, Sales & Business Development
    Phone icon
  • Stylized image of a person
    J. D.
    Portfolio Manager
    Phone icon
  • Stylized image of a person
    J. R.
    Financial Services Advisor
    Phone icon
  • Stylized image of a person
    N. M.
    Paraplanner
    Phone icon
  • Stylized image of a person
    M. J. M. M.
    Accounts Payable Officer
    Phone icon

REVISOR Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Accounting
  • Research
  • Administrative
  • Other
  • Media & Communications

Contact profiles from REVISOR

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    K. P.
    Vice President, Sales & Business Development
    Phone icon
    United StatesTexas
    Jan 28, 2026
  • Stylized image of a person
    J. D.
    Portfolio Manager
    Phone icon
    United StatesVirginia
    Jun 02, 2026
  • Stylized image of a person
    J. R.
    Financial Services Advisor
    Phone icon
    Oct 23, 2025
  • Stylized image of a person
    N. M.
    Paraplanner
    Phone icon
    Feb 22, 2026
  • Stylized image of a person
    M. J. M. M.
    Accounts Payable Officer
    Phone icon
    PhilippinesWestern Visayas
    Jan 17, 2025

Frequently Asked Questions

What is REVISOR known for?

Minus sign iconPlus sign icon
REVISOR was founded in 2015 operates in the Financial Services industry. The company's main headquarters is located in 11 Harvester Drive Copley, Ohio 44321 United States; you can contact the main corporate office by phone at . Explore REVISOR's company overview page for more information.

What is REVISOR's most common email format?

Minus sign iconPlus sign icon
REVISOR employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more REVISOR email formats with LeadIQ.

How many employees does REVISOR have currently?

Minus sign iconPlus sign icon
REVISOR has approximately 25 employees as of May 2026. These team members are located across 5 continents, including North AmericaEuropeSouth America.

Who are REVISOR's key employees and leadership?

Minus sign iconPlus sign icon

As of May 2026, REVISOR's key employees include:

  • Vice President, Sales & Business Development: K. P.
  • Portfolio Manager: J. D.
  • Financial Services Advisor: J. R.
  • Paraplanner: N. M.
  • Accounts Payable Officer: M. J. M. M.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.