Insights

Multi-Custodian Advantage Rebel Financial’s unique approach of partnering with ten custodians opens conversations with mid-market clients seeking flexibility, cost optimization, and broader investment access beyond single-custodian constraints.

Tech Driven With a robust fintech stack including AI, digital assets, and advanced planning tools, Rebel Financial can position to enterprise clients prioritizing digital transformation, scalable planning, and cost efficiencies.

B Corp Purpose Certified B Corporation status signals a values-driven brand aligned with ESG and impact investing, appealing to families and businesses seeking fiduciary partners with ethical governance and reinvestment into clients and communities.

Pricing Transparency No account minimums and net-worth-based pricing reduce barriers to entry and client conflicts of interest, enabling outreach to wealth segments underserved by traditional AUM models.

Growth Readiness Revenue range and mid-sized employee base indicate room to scale services such as ESG and impact investing, tax planning, and business services for small-to-medium enterprises and high-net-worth households seeking integrated solutions.

rebel Financial Tech Stack

rebel Financial uses 8 technology products and services including Cloudflare Web Optimizations, Facebook Pixel, oEmbed, and more. Explore rebel Financial's tech stack below.

  • Cloudflare Web Optimizations
    Analytics
  • Facebook Pixel
    Analytics
  • oEmbed
    Dev Tools
  • ChatGPT
    Generative Ai
  • Handlebars
    Javascript Frameworks
  • Swiper
    Javascript Libraries
  • Underscore.js
    Javascript Libraries
  • Apache HTTP Server
    Web Servers

rebel Financial's Email Address Formats

rebel Financial uses at least 1 format(s):
rebel Financial Email FormatsExamplePercentage
First@rebelfinancial.comJohn@rebelfinancial.com
92%
Middle@rebelfinancial.comMichael@rebelfinancial.com
4%
Last@rebelfinancial.comDoe@rebelfinancial.com
4%

Frequently Asked Questions

What is rebel Financial's phone number?

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

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rebel Financial's official website is rebelfinancial.com and has social profiles on LinkedIn.

How much revenue does rebel Financial generate?

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As of August 2026, rebel Financial's annual revenue is estimated to be $10M - $25M.

What is rebel Financial's NAICS code?

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rebel Financial's NAICS code is 52 - Finance and Insurance.

How many employees does rebel Financial have currently?

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As of August 2026, rebel Financial has approximately 18 employees across 2 continents, including North AmericaAsia. Key team members include President: P. R.President: W. P. R.Financial Education & Outreach Partner: A. M.. Explore rebel Financial's employee directory with LeadIQ.

What industry does rebel Financial belong to?

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rebel Financial operates in the Financial Services industry.

What technology does rebel Financial use?

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rebel Financial's tech stack includes Cloudflare Web OptimizationsFacebook PixeloEmbedChatGPTHandlebarsSwiperUnderscore.jsApache HTTP Server.

What is rebel Financial's email format?

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rebel Financial's email format typically follows the pattern of First@rebelfinancial.com. Find more rebel Financial email formats with LeadIQ.

When was rebel Financial founded?

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rebel Financial was founded in 2013.
rebel Financial logo

rebel Financial

Financial ServicesOhio, United States11-50 Employees

rebel Financial is a financial services firm based in Groveport, Ohio, that positions itself as a registered investment advisor focused on client-first fiduciary service. The company provides investment management for traditional and digital assets, comprehensive financial planning, tax planning and preparation, as well as business services such as 401(k) support, bookkeeping, payroll, and consulting, with an emphasis on ESG and impact investing. Targeting individual investors and business clients who seek values-aligned portfolios and transparent, fee-based pricing, rebel Financial offers a multi-custodian approach to give clients greater flexibility and potential cost benefits compared with single-custodian models. As a Certified B Corporation, the firm aligns its operations with social and environmental impact goals while reinvesting in clients, employees, and the surrounding community, and it highlights technology-driven planning and accessibility, including no account minimums and a freemium service level. The firm operates within the financial services sector and emphasizes innovation, accessibility, and ethical stewardship as distinguishing features in its market positioning.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Founded
2013
Employees
11-50

Section iconFunding & Financials

  • $10M - $25M

    rebel Financial's revenue is estimated to be in the range of $10M - $25M

Section iconFunding & Financials

  • $10M - $25M

    rebel Financial's revenue is estimated to be in the range of $10M - $25M

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