Revolutionx Asset Management
Strategic. Personal. Accessible. Collaborative. Passionate about wealth creation. Dedicated to our clients and their wellbeing. We’re a team of certified financial, tax and real estate specialists who are quietly and decisively changing how wealth management and 1031 Exchanges are planned for, managed and evolved. We began with a simple promise. It was a promise grounded in hard work and independent thinking. We pride ourselves in investment innovation at the intersection of technology, analytics and behavioral finance. For the last 20 years, we’ve worked with individuals and families in all phases of the business planning lifecycle. Our process is driven by a tireless commitment to excellence. Whether at the apex of wealth accumulation or the verge of wealth transfer, our process focuses squarely on authenticity and quality. When you choose RevX, you’re getting honest, transparent, objective advice. At every turn, we will discuss the distinct advantages and disadvantages tied to every possible decision you make under our watch, it is done from a place of impartiality. In doing so, our goal is to vest you with a sense of security by adding value to your life and legacy. Because we are not bound by the common constraints of other financial investment firms, we are independent in every sense of the word.
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Verified contacts
6
available on Kipplo
LinkedIn employees
7
1 to 10 range
Open roles
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no listings
Distinct roles
5
indexed titles
Tech stack
1
tools in use
Monthly traffic
24
organic / mo
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Decision-makers and verified team members
6 contacts with verified email or phone · masked until revealed.
- BB
Ben Bateman
Partner & Client Wealth Manager · Finance & Accounting
EmailPhone - EG
Elaine Greer
Practice Manager · Operations
EmailPhone - DA
Danelle Amos
Customer Service Liaison · Customer/Client Service
EmailPhone - BC
Brady Carpenter
Asset Management with a Specialty in 1031 Exchanges · Finance & Accounting
EmailPhone
Showing 4 of 6 verified contacts
Top roles at Revolutionx Asset Management
5 distinct titles indexed · top 5 shown.
- 1asset management with a specialty in 1031 exchanges
- 1customer service liaison
- 1finance student at james madison university
- 1partner & client wealth manager
- 1practice manager
Sign up to unlock all 6 contacts at Revolutionx Asset Management
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