Revolve Wealth Partners
Real Financial Success Requires a Broader, Deeper & More Connected Approach Revolve Wealth Partners is a nationally recognized firm based out of New York and New Jersey, serving families and businesses across the United States. Revolve is not a typical financial services firm. We take an integrated broad and deep approach to strive for successful outcomes for our clients. We accomplish this through our team’s intellectual capital and strong, caring & collaborative culture combined with our cutting-edge technology and advanced planning tools.
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Verified contacts
19
available on Kipplo
LinkedIn employees
24
11 to 50 range
Open roles
—
no listings
Distinct roles
15
indexed titles
Tech stack
1
tools in use
Monthly traffic
1.3K
organic / mo
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Decision-makers and verified team members
19 contacts with verified email or phone · masked until revealed.
- TS
Tovi Saia
Sr Director, Administration & Professional Development · General Business & Management
EmailPhone - AB
Amy Brackett
Senior Wealth Advisor · Finance & Accounting
EmailPhone - DK
Daniel Kimeldorf
Senior Wealth Advisor · Finance & Accounting
EmailPhone - GF
Gabrielle Fraccola
Senior Client Service Manager · Customer/Client Service
EmailPhone - JB
Jack Baron
Investment Analyst · Finance & Accounting
EmailPhone - MG
Megan Grusczynski
Financial Planning Specialist · Finance & Accounting
EmailPhone - LT
Logan Trenz
COO & CCO · General Business & Management
EmailPhone - KK
Kenneth Katz
Advisor to the Firm · General Business & Management
EmailPhone - RR
Richard Rowehl
Director of Business Services · General Business & Management
EmailPhone
Showing 9 of 19 verified contacts
Top roles at Revolve Wealth Partners
15 distinct titles indexed · top 10 shown.
- 2investment analyst
- 2relationship coordinator
- 2senior wealth advisor
- 1&,
- 1advisor
- 1advisor to the firm
- 1client services manager
- 1compliance and human resources associate
- 1coo & cco
- 1director of business services
- +5more titles
Sign up to unlock all 19 contacts at Revolve Wealth Partners
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