Insights

Wealth Management Fit REAP Financial targets high-net-worth families with tailored wealth management planning. Potential sales opportunity: offer advanced financial planning, estate and tax strategy services, and integrated family-office style solutions to expand advisory and AUM.

Growth Readiness Firm size and revenue indicate a scalable advisory operation likely seeking enhanced tech enablement and scalable platforms. Potential sales opportunity: introduce digital onboarding, client onboarding automation, and CRM-integrations to improve efficiency and client experience.

Tech Stack Opportunities Current tech usage includes HubSpot Analytics, Fastly, and Nginx among others, suggesting openness to modern martech and operations tools. Potential sales opportunity: offer integrated marketing automation, data analytics, and performance tracking solutions to attract and retain affluent clients.

Market Positioning Founded to partner with professionals and adapt to changing market conditions, indicating a focus on holistic, collaborative financial planning. Potential sales opportunity: provide strategic partnerships with CPAs, attorneys, and fiduciaries, plus cross-referral programs and white-label advisory services.

Growth Benchmarks Revenue in the mid-range for an independent firm and competitors at larger scales, signaling a push to scale with sophisticated services and compliance. Potential sales opportunity: propose scalable compliance, risk management, and premium client reporting suites to support growth and regulatory readiness.

REAP Financial Tech Stack

REAP Financial uses 8 technology products and services including HubSpot Analytics, Fastly, jQuery, and more. Explore REAP Financial's tech stack below.

  • HubSpot Analytics
    Analytics
  • Fastly
    Content Delivery Network
  • jQuery
    Javascript Libraries
  • imagesLoaded
    Javascript Libraries
  • Microsoft
    Miscellaneous
  • Really Simple Discovery
    Miscellaneous
  • Priority Hints
    Performance
  • Nginx
    Web Servers

REAP Financial's Email Address Formats

REAP Financial uses at least 1 format(s):
REAP Financial Email FormatsExamplePercentage
FLast@reapfinancial.comJDoe@reapfinancial.com
90%
Last@reapfinancial.comDoe@reapfinancial.com
10%

Frequently Asked Questions

What is REAP Financial's phone number?

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

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REAP Financial's official website is reapfinancial.com and has social profiles on LinkedIn.

How much revenue does REAP Financial generate?

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As of July 2026, REAP Financial's annual revenue is estimated to be $25M - $50M.

What is REAP Financial's SIC code NAICS code?

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REAP Financial's SIC code is 6282 - Investment Advice NAICS code is 52 - Finance and Insurance.

How many employees does REAP Financial have currently?

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As of July 2026, REAP Financial has approximately 31 employees across 1 continents, including North America. Key team members include Marketing Director: N. D.. Explore REAP Financial's employee directory with LeadIQ.

What industry does REAP Financial belong to?

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REAP Financial operates in the Financial Services industry.

What technology does REAP Financial use?

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REAP Financial's tech stack includes HubSpot AnalyticsFastlyjQueryimagesLoadedMicrosoftReally Simple DiscoveryPriority HintsNginx.

What is REAP Financial's email format?

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REAP Financial's email format typically follows the pattern of FLast@reapfinancial.com. Find more REAP Financial email formats with LeadIQ.

When was REAP Financial founded?

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REAP Financial was founded in 2007.
REAP Financial logo

REAP Financial

Financial ServicesTexas, United States11-50 Employees

REAP Financial operates in the financial services sector, offering personalized wealth management planning aimed at aligning financial strategies with individual goals. The firm emphasizes a collaborative approach, beginning with listening to clients’ objectives, identifying gaps in current plans, and developing an advanced plan designed to adapt to evolving market conditions, tax rules, and estate laws. Its services are framed around helping successful families and professionals who seek a flexible, holistic strategy to manage and grow wealth over time. Based in Austin, Texas, the company positions itself as a partner for clients seeking tailored solutions that can adjust as circumstances change, reflecting a focus on continuity and adaptability within a dynamic financial landscape.

REAP Financial operates with a relatively small to mid-sized team, suggesting a localized, adviser-driven model. While it situates itself among a broad landscape of large financial services firms, the description indicates an emphasis on personalized planning and coordinated collaboration with professionals in related fields to support comprehensive wealth management initiatives. The firm’s stated intent is to support clients through changing environments, including market fluctuations and evolving regulatory conditions, by maintaining a plan capable of adjustment over time.

Section iconCompany Overview

Phone number
SIC Code
6282 - Investment Advice
NAICS Code
52 - Finance and Insurance
Founded
2007
Employees
11-50

Section iconFunding & Financials

  • $25M - $50M

    REAP Financial's revenue is estimated to be in the range of $25M - $50M

Section iconFunding & Financials

  • $25M - $50M

    REAP Financial's revenue is estimated to be in the range of $25M - $50M

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