REBALANCE
Rebalance is an award-winning investment firm that provides its clients with access to a fundamentally different and better set of investment options. For individual consumers, Rebalance360 combines world-class investing, financial planning, and personalized advice into a powerful and transformative approach to wealth management. Small business clients trust the firm’s BetterK offering to help them reduce their 401(k) fees by up to 50%, improve employee participation, and “bring alive” employer-based retirement savings plans.
REBALANCE
Industry:
Asset Management Consulting Financial Services FinTech Personal Finance Retirement
Founded:
2012-01-01
Address:
Palo Alto, California, United States
Country:
United States
Website Url:
http://www.rebalance360.com
Total Employee:
51+
Status:
Active
Contact:
650-396-3900
Technology used in webpage:
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Current Employees Featured
Joseph Esparraguera Chief Compliance Officer @ Rebalance
Chief Compliance Officer
Christie Whitney Vice President, Investment Advice @ Rebalance
Vice President, Investment Advice
Sally Brandon Vice President, Client Services @ Rebalance
Vice President, Client Services
Mitch Tuchman CIO, Managing Director & Co-Founder @ Rebalance
CIO, Managing Director & Co-Founder
2012-01-01
Scott Puritz Managing Director, Investment Committee Member & Co-Founder @ Rebalance
Managing Director, Investment Committee Member & Co-Founder
Eileen McPeake Vice President, Investment Advice @ Rebalance
Vice President, Investment Advice
Sonja Breeding Vice President, Investment Advice @ Rebalance
Vice President, Investment Advice
2021-07-01
Founder
Official Site Inspections
http://www.rebalance360.com
- Host name: 141.193.213.11
- IP address: 141.193.213.11
- Location: United States
- Latitude: 37.751
- Longitude: -97.822
- Timezone: America/Chicago
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Our team of financial advisors and Certified Financial Planners (CFPs) manage IRAs, Trusts, and Taxable Investment Accounts. Our BetterK service offering provides small business 401 (k) …See details»