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Insights

Diverse Custodian Access Rebel Financial's multi-custodian model offers clients greater flexibility, better pricing, and access to a broad range of investment options. This approach highlights a potential opportunity to introduce advanced custody management solutions or integrated platform services that enhance custodial efficiency and client experience.

Tech-Driven Innovation With over 80 technology vendors and a focus on AI, digital assets, and financial planning tools, rebel Financial demonstrates a strong commitment to innovative fintech integration. Sales prospects could include state-of-the-art financial technology solutions, automation tools, or digital asset management platforms aimed at further enhancing their technological edge.

Transparency and Accessibility The company's transparent, fee-based pricing model and lack of account minimums position it as an accessible and client-centric firm. Opportunities exist to promote client engagement solutions, digital onboarding platforms, or compliance tools that reinforce its ethos of transparency and inclusivity.

Impact and ESG Focus Rebel Financial’s emphasis on impact investing, ESG strategies, and being a Certified B Corporation indicates potential for tailored sales pitches related to sustainable investment products, impact measurement tools, and ethical investing platforms targeting socially conscious clients.

Market Positioning With a revenue range of $25M to $50M and a niche focus on innovative, values-driven financial services, rebel Financial offers a unique opening for premium software solutions, consulting, and partnerships that support scalable growth, digital marketing, and client retention efforts in the competitive financial advisory space.

rebel Financial Tech Stack

rebel Financial uses 8 technology products and services including W3 Total Cache, WP Rocket, Module Federation, and more. Explore rebel Financial's tech stack below.

  • W3 Total Cache
    Caching
  • WP Rocket
    Caching
  • Module Federation
    Development
  • React
    Javascript Frameworks
  • Goober
    Javascript Libraries
  • jQuery Migrate
    Javascript Libraries
  • imagesLoaded
    Javascript Libraries
  • Apache
    Web Servers

Media & News

rebel Financial's Email Address Formats

rebel Financial uses at least 1 format(s):
rebel Financial Email FormatsExamplePercentage
First@rebelfinancial.comJohn@rebelfinancial.com
88%
Middle@rebelfinancial.comMichael@rebelfinancial.com
6%
Last@rebelfinancial.comDoe@rebelfinancial.com
6%

Frequently Asked Questions

Where is rebel Financial's headquarters located?

Minus sign iconPlus sign iconrebel Financial's main headquarters is located at 5940 Clyde Moore Drive Suite c Groveport, Ohio United States. The company has employees across 1 continents, including North America.

What is rebel Financial's phone number?

Minus sign iconPlus sign icon You can contact rebel Financial's main corporate office by phone at
+1-614-441-****
. 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?

Minus sign iconPlus sign iconrebel Financial's official website is rebelfinancial.com and has social profiles on LinkedIn.

What is rebel Financial's SIC code NAICS code?

Minus sign iconPlus sign iconrebel Financial's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does rebel Financial have currently?

Minus sign iconPlus sign iconAs of April 2026, rebel Financial has approximately 12 employees across 1 continents, including North America. Key team members include President: P. R.President: R. P.President: W. P. R.. Explore rebel Financial's employee directory with LeadIQ.

What industry does rebel Financial belong to?

Minus sign iconPlus sign iconrebel Financial operates in the Financial Services industry.

What technology does rebel Financial use?

Minus sign iconPlus sign iconrebel Financial's tech stack includes W3 Total CacheWP RocketModule FederationReactGooberjQuery MigrateimagesLoadedApache.

What is rebel Financial's email format?

Minus sign iconPlus sign iconrebel 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?

Minus sign iconPlus sign iconrebel Financial was founded in 2013.

rebel Financial

Financial ServicesOhio, United States11-50 Employees

rebel Financial: People Before Profits. Innovation Before Tradition.

At rebel Financial, we are redefining what it means to be a Registered Investment Advisor (RIA). We are fee-only, fiduciary, and proudly a Certified B Corporation, meaning we serve our clients—not corporate interests. Unlike most traditional firms, we offer:

🔹 A Multi-Custodian Advantage – Most RIAs use only one custodian (like Schwab or Fidelity). We work with ten custodians, including Altruist, AXOS, Vanguard, Schwab, Fidelity, Gemini, Pontera, Interactive Brokers, and TIAA, giving clients more flexibility, better pricing, and greater investment opportunities.

🔹 Tech-Driven Innovation – With over 80 financial technology vendors, we stay ahead of the curve. We integrate AI, digital assets, and advanced financial planning tools to drive smarter investing, reduce costs, and increase efficiency.

🔹 True Accessibility & Transparency – No account minimums. Transparent, net-worth-based pricing that eliminates much of the conflict of interest of traditional AUM models. Ability to join our free Freemium service level.

🔹 Impact-Driven Investing & Business – We empower clients with values-based investing strategies (ESG, faith-based, etc.). As a Certified B Corp, we also reinvest in our clients, our employees, and our community.

💡 Our Services:
✅ Investment Management (Traditional & Digital Assets)
✅ Comprehensive Financial Planning (Retirement, Tax, Estate)
✅ Business Services (401(k), Bookkeeping, Payroll, Consulting)
✅ Tax Planning & Preparation
✅ ESG & Impact Investing

📍 Join the rebolution in financial planning. Connect with us today.

🔗 Visit our website: rebelfinancial.com

Section iconCompany Overview

Headquarters
5940 Clyde Moore Drive Suite c Groveport, Ohio United States
Phone number
+1-614-441-****
Website
rebelfinancial.com
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52 - Finance and Insurance
Founded
2013
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $25M$50M

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

Section iconFunding & Financials

  • $25M$50M

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

Company Leadership

  • Stylized image of a person
    P. R.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. P.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    W. P. R.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. W.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    E. A.
    Marketing Associate
    Phone icon
    Mobile Phone

Employee Directory

  • Stylized image of a person
    H. R.
    Operations Specialist
    Phone icon
    Mobile Phone
  • Stylized image of a person
    W. R.
    Research Analyst
    Phone icon
    Mobile Phone

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