Rebalance

Financial Services • Palo Alto, California, United States • 21-50 Employees

Company overview

Headquarters	228 Hamilton Ave, Palo Alto, California 94301, US
Phone number	+16503963900
Websites	rebalance360.com rebalance-ira.com
NAICS	52
SIC	621
Keywords	Asset Allocation, Diversification, Portfolio Diversification, Portfolio Rebalancing, Ira Planning
Employees	21-50
Socials

Key Contacts at Rebalance

Scott Puritz

Managing Director | Financial Advisor | Retirement Planner

Mitch Tuchman

Managing Director

Lauren Simpson

Chief Marketing Officer

Christie Whitney

Director Of Financial Planning At Rebalance

Laura Long

Director Of Client Satisfaction Rebalance

Aryion Petrelle

Creative Director

Mitch Tuchman-Rebalance

Managing Director

Rebalance Email Formats

Rebalance uses 5 email formats. The most common is {first initial}{last name} (e.g., jdoe@rebalance360.com), used 56.5% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@rebalance360.com	56.5%
{first name}{last name}	johndoe@rebalance360.com	17.4%
{first initial}	j@rebalance360.com	13%
{last name}{last name}	doedoe@rebalance360.com	8.7%
{first name}	john@rebalance360.com	4.3%

About Rebalance

OUR PROMISE Rebalance manages your investments with some of the lowest fees in the industry. We can save you on average 45% to 72% in annual fees. And when it comes to saving and investing, even small reductions in fees can make a big difference in the size of your nest egg. OUR PEOPLE Rebalance puts some of the brightest minds in the investment industry to work for you. Burt Malkiel, Charley Ellis, and Jay Vivian make up our Investment Committee and their world-renowned financial expertise informs every Rebalance portfolio. OUR PROCESS Every Rebalance account is a collection of globally diversified funds selected by our experts to work together as a balanced whole. Over forty years of research has shown that this type of balanced, diversified investing helps reduce risk and improve overall returns.

Rebalance revenue & valuation

Annual revenue	$20,000,000
Revenue per employee	$589,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$64,000,000
Total funding	No funding