rebel Financial Employee Directory

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 clientsβ€”not corporate interests. Unlike most traditional firms, we offer:

πŸ”Ή 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.

πŸ”Ή 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.

πŸ”Ή 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.

πŸ”Ή 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.

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

πŸ“ Join the rebolution in financial planning. Connect with us today.

πŸ”— Visit our website: rebelfinancial.com

Find rebel Financial employees' phone numbers or email addresses

rebel Financial Global Highlights

Location
Employees

North America
28

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  • United States Of America
    28

rebel Financial's Leadership

  • Stylized image of a person
    P. R.
    President
    Phone icon
  • Stylized image of a person
    R. P.
    President
    Phone icon
  • Stylized image of a person
    W. P. R.
    President
    Phone icon
  • Stylized image of a person
    R. W.
    Owner
    Phone icon
  • Stylized image of a person
    E. A.
    Marketing Associate
    Phone icon
  • Stylized image of a person
    H. R.
    Operations Specialist
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  • Stylized image of a person
    W. R.
    Research Analyst
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rebel Financial Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from rebel Financial

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    P. R.
    President
    Phone icon
    May 25, 2025
  • Stylized image of a person
    R. P.
    President
    Phone icon
    UNITED STATES
    Nov 27, 2025
  • Stylized image of a person
    R. W.
    Owner
    Phone icon
    May 25, 2025
  • Stylized image of a person
    W. P. R.
    President
    Phone icon
    Jul 17, 2025
  • Stylized image of a person
    E. A.
    Marketing Associate
    Phone icon
    Apr 23, 2025
  • Stylized image of a person
    H. R.
    Operations Specialist
    Phone icon
    Jun 25, 2025
  • Stylized image of a person
    W. R.
    Research Analyst
    Phone icon
    UNITED STATES
    May 25, 2025

Frequently Asked Questions

What is rebel Financial known for?

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rebel Financial was founded in 2013 operates in the Financial Services industry. The company's main headquarters is located in 5940 Clyde Moore Drive Suite c Groveport, Ohio United States; you can contact the main corporate office by phone at . Explore rebel Financial's company overview page for more information.

What is rebel Financial's most common email format?

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rebel Financial employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more rebel Financial email formats with LeadIQ.

How many employees does rebel Financial have currently?

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rebel Financial has approximately 12 employees as of April 2026. These team members are located across 1 continents, including North America.

Who are rebel Financial's key employees and leadership?

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As of April 2026, rebel Financial's key employees include:

  • President: P. R.
  • President: R. P.
  • President: W. P. R.
  • Owner: R. W.
  • Marketing Associate: E. A.

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