Insights

Market Leadership Total Rebalance Expert's integration into Morningstar positions it as a leading provider in the financial services industry, offering a high-quality rebalancing solution that appeals to financial advisors seeking to enhance portfolio management efficiency.

Growth Potential With an impressive revenue range of 100 million to over a billion dollars and a focus on scalable automation features, there is substantial opportunity to target larger advisory firms looking to expand their client base with advanced technology.

Technology Differentiation The platform's ease of use, combined with sophisticated features like Tax Loss Harvesting and Analysis Expert, makes it attractive for advisors aiming to provide optimized, tax-efficient portfolios, opening doors for upselling or cross-selling complementary financial tools.

Corporate Expansion As part of Morningstar, TRX is positioned for further growth and increased market penetration, which can be leveraged to offer integrated solutions or bundled service packages to advisory firms seeking comprehensive portfolio management capabilities.

Target Customer Profile Given the company's focus on advisors and its tech-driven approach, prospects include mid-sized to large advisory firms that prioritize automation, efficiency, and tax optimization, offering tailored sales strategies to meet their specific needs.

Similar companies to Total Rebalance Expert now part of Morningstar!

Total Rebalance Expert now part of Morningstar! Tech Stack

Total Rebalance Expert now part of Morningstar! uses 5 technology products and services including jQuery, Snap.svg, SWFObject, and more. Explore Total Rebalance Expert now part of Morningstar!'s tech stack below.

  • jQuery
    Javascript Libraries
  • Snap.svg
    Javascript Libraries
  • SWFObject
    Miscellaneous
  • PHP
    Programming Languages
  • Google Analytics
    Web Analytics

Media & News

Total Rebalance Expert now part of Morningstar!'s Email Address Formats

Total Rebalance Expert now part of Morningstar! uses at least 1 format(s):
Total Rebalance Expert now part of Morningstar! Email FormatsExamplePercentage
First@trxpert.comJohn@trxpert.com
50%
First@trxpert.comJohn@trxpert.com
50%

Frequently Asked Questions

Where is Total Rebalance Expert now part of Morningstar!'s headquarters located?

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Total Rebalance Expert now part of Morningstar!'s main headquarters is located at 22 W. Washington St., Chicago, IL 60602, US. The company has employees across 3 continents, including North AmericaEuropeAsia.

What is Total Rebalance Expert now part of Morningstar!'s phone number?

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You can contact Total Rebalance Expert now part of Morningstar!'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 Total Rebalance Expert now part of Morningstar!'s official website and social media links?

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Total Rebalance Expert now part of Morningstar!'s official website is trxpert.com and has social profiles on LinkedIn.

How much revenue does Total Rebalance Expert now part of Morningstar! generate?

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As of June 2025, Total Rebalance Expert now part of Morningstar!'s annual revenue reached $750M.

What is Total Rebalance Expert now part of Morningstar!'s SIC code NAICS code?

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Total Rebalance Expert now part of Morningstar!'s SIC code is 8742 - Management Consulting Services NAICS code is 52 - Finance and Insurance.

How many employees does Total Rebalance Expert now part of Morningstar! have currently?

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As of June 2025, Total Rebalance Expert now part of Morningstar! has approximately 6 employees across 3 continents, including North AmericaEuropeAsia. Key team members include Owner: S. P.Director Of Financial Planning At Rebalance: C. W.Director Of Revenue Operations: C. H.. Explore Total Rebalance Expert now part of Morningstar!'s employee directory with LeadIQ.

What industry does Total Rebalance Expert now part of Morningstar! belong to?

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Total Rebalance Expert now part of Morningstar! operates in the Financial Services industry.

What technology does Total Rebalance Expert now part of Morningstar! use?

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Total Rebalance Expert now part of Morningstar!'s tech stack includes jQuerySnap.svgSWFObjectPHPGoogle Analytics.

What is Total Rebalance Expert now part of Morningstar!'s email format?

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Total Rebalance Expert now part of Morningstar!'s email format typically follows the pattern of . Find more Total Rebalance Expert now part of Morningstar! email formats with LeadIQ.

When was Total Rebalance Expert now part of Morningstar! founded?

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Total Rebalance Expert now part of Morningstar! was founded in 2007.
Total Rebalance Expert now part of Morningstar!

Total Rebalance Expert now part of Morningstar!

Financial ServicesUnited States2-10 Employees

Total Rebalance Expert (TRX)TM is part of the Morningstar suite of offerings. It is the "most tax efficient and easy to use auto-rebalancing software, designed by an industry leading CPA advisor for advisors to simplify portfolio management."

The program is designed to bring portfolio management to a new level with features such as Analysis Expert and Tax Loss Harvesting, both at the touch of a button. The speed at which meaningful decisions can be made enables Advisors to significantly grow their practices because they can serve more investors, delivering very high-quality services.

Section iconCompany Overview

Headquarters
22 W. Washington St., Chicago, IL 60602, US
Phone number
SIC Code
8742 - Management Consulting Services
NAICS Code
52 - Finance and Insurance
Founded
2007
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $100M$1B

    Total Rebalance Expert now part of Morningstar!'s revenue is in the range of $100M$1B

Section iconFunding & Financials

  • $100M$1B

    Total Rebalance Expert now part of Morningstar!'s revenue is in the range of $100M$1B

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