REVISOR | Wealth Management Partners Employee Directory

Financial ServicesOhio, United States11-50 Employees

Revisor is a modern wealth management platform built for forward-thinking advisors and their clients.

We simplify investing, financial planning, tax, estate, and insurance services — all in one system.

Built by advisors, for advisors. #RevisorSimplified

Find REVISOR | Wealth Management Partners employees' phone numbers or email addresses

REVISOR | Wealth Management Partners Global Highlights

Location
Employees

North America
18

Minus sign iconPlus sign icon
  • United States Of America
    18

Europe
15

Minus sign iconPlus sign icon
  • Denmark
    12
  • Norway
    1
  • Sweden
    1
  • Spain
    1

South America
2

Minus sign iconPlus sign icon
  • Brazil
    2

Africa
1

Minus sign iconPlus sign icon
  • Morocco
    1

Asia
1

Minus sign iconPlus sign icon
  • Philippines
    1

REVISOR | Wealth Management Partners's Leadership

  • Stylized image of a person
    K. P.
    Vice President, Sales & Business Development
    Phone icon
  • Stylized image of a person
    J. D.
    Portfolio Manager
    Phone icon
  • Stylized image of a person
    J. R.
    Financial Services Advisor
    Phone icon
  • Stylized image of a person
    N. M.
    Paraplanner
    Phone icon
  • Stylized image of a person
    M. J. M. M.
    Accounts Payable Officer
    Phone icon

REVISOR | Wealth Management Partners Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Accounting
  • Research
  • Administrative
  • Other

Contact profiles from REVISOR | Wealth Management Partners

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    K. P.
    Vice President, Sales & Business Development
    Phone icon
    United StatesTexas
    Jan 28, 2026
  • Stylized image of a person
    J. D.
    Portfolio Manager
    Phone icon
    United StatesVirginia
    Nov 10, 2025
  • Stylized image of a person
    J. R.
    Financial Services Advisor
    Phone icon
    Oct 23, 2025
  • Stylized image of a person
    N. M.
    Paraplanner
    Phone icon
    Feb 22, 2026
  • Stylized image of a person
    M. J. M. M.
    Accounts Payable Officer
    Phone icon
    PhilippinesWestern Visayas
    Jan 17, 2025

Frequently Asked Questions

What is REVISOR | Wealth Management Partners known for?

Minus sign iconPlus sign icon
REVISOR | Wealth Management Partners was founded in 2015 operates in the Financial Services industry. The company's main headquarters is located in 11 Harvester Drive Copley, Ohio 44321 United States; you can contact the main corporate office by phone at . Explore REVISOR | Wealth Management Partners's company overview page for more information.

What is REVISOR | Wealth Management Partners's most common email format?

Minus sign iconPlus sign icon
REVISOR | Wealth Management Partners employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more REVISOR | Wealth Management Partners email formats with LeadIQ.

How many employees does REVISOR | Wealth Management Partners have currently?

Minus sign iconPlus sign icon
REVISOR | Wealth Management Partners has approximately 26 employees as of April 2026. These team members are located across 5 continents, including North AmericaEuropeSouth America.

Who are REVISOR | Wealth Management Partners's key employees and leadership?

Minus sign iconPlus sign icon

As of April 2026, REVISOR | Wealth Management Partners's key employees include:

  • Vice President, Sales & Business Development: K. P.
  • Portfolio Manager: J. D.
  • Financial Services Advisor: J. R.
  • Paraplanner: N. M.
  • Accounts Payable Officer: M. J. M. M.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.