Insights

Niche Market Focus RHS Financial specializes in serving technology professionals and entrepreneurs, presenting an opportunity to offer tailored wealth management solutions that address the unique needs of clients with equity compensation and concentrated stock holdings.

Investment Expansion The company's recent investments in assets such as Turkcell, Hapax, and various ETFs indicate an active focus on diversified asset management, suggesting potential interest in advanced portfolio and alternative investment services.

Technology Integration Utilizing a modern tech stack with tools like Cloudflare, WordPress, and Google Workspace, RHS Financial values digital efficiency which allows for streamlined onboarding and client management solutions that can be promoted to similarly tech-savvy clients.

Growth & Funding With revenue estimates between $1 million and $10 million and recent strategic investments, RHS Financial appears poised for growth and may value advisory services that enhance scalability, technology adoption, and market reach.

Market Positioning As a boutique firm competing alongside larger financial institutions, RHS Financial offers personalized service; leveraging this positioning can attract high-net-worth tech clients seeking tailored and aspirational financial planning.

RHS Financial Tech Stack

RHS Financial uses 8 technology products and services including Cloudflare, WordPress, Google Workspace, and more. Explore RHS Financial's tech stack below.

  • Cloudflare
    Content Management System
  • WordPress
    Content Management System
  • Google Workspace
    Email
  • Twemoji
    Font Scripts
  • JSON-LD
    Javascript Frameworks
  • Elementor
    Page Builders
  • Bootstrap
    UI Frameworks
  • Hello Bar
    Widgets

Media & News

RHS Financial's Email Address Formats

RHS Financial uses at least 1 format(s):
RHS Financial Email FormatsExamplePercentage
First@rhsfinancial.comJohn@rhsfinancial.com
50%
First@rhsfinancial.comJohn@rhsfinancial.com
50%

Frequently Asked Questions

Where is RHS Financial's headquarters located?

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RHS Financial's main headquarters is located at 4171 24th Street Suite 101 San Francisco, California 94114 United States. The company has employees across 2 continents, including North AmericaAsia.

What is RHS Financial's phone number?

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

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RHS Financial's official website is rhsfinancial.com and has social profiles on LinkedIn.

What is RHS Financial's SIC code NAICS code?

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RHS Financial's SIC code is 7389 - Business Services, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

How many employees does RHS Financial have currently?

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As of April 2026, RHS Financial has approximately 9 employees across 2 continents, including North AmericaAsia. Key team members include Wealth Planner: A. A.. Explore RHS Financial's employee directory with LeadIQ.

What industry does RHS Financial belong to?

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RHS Financial operates in the Financial Services industry.

What technology does RHS Financial use?

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RHS Financial's tech stack includes CloudflareWordPressGoogle WorkspaceTwemojiJSON-LDElementorBootstrapHello Bar.

What is RHS Financial's email format?

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

When was RHS Financial founded?

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RHS Financial was founded in 2009.

RHS Financial

Financial ServicesCalifornia, United States2-10 Employees

RHS Financial is a boutique wealth management firm helping tech professionals think bigger about their wealth through the power of aspirational financial planning® and institutional quality investment management strategies.
 
We specialize in helping technology professionals and entrepreneurs with growing and protecting their wealth. Equity compensation, diversification of concentrated stock positions, financial planning, and retirement planning are common issues we handle.

Section iconCompany Overview

Headquarters
4171 24th Street Suite 101 San Francisco, California 94114 United States
Phone number
SIC Code
7389 - Business Services, Not Elsewhere Classified
NAICS Code
52 - Finance and Insurance
Founded
2009
Employees
2-10

Section iconFunding & Financials

  • $1M$10M

    RHS Financial's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    RHS Financial's revenue is estimated to be in the range of $1M$10M

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