RiceBarrett Family Wealth
Financial Services • 
Carmel, Indiana, United States • 1-10 Employees
Company overview
| Headquarters | 250 West 96th Street, Suite 300, Indianapolis, Indiana 46260, US |
| Phone number | +13178195430 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Insurance Solutions, Retirement Planning, Portfolio Management, Financial Planning, Estate Planning, Cash Management, Family Office Services, Strategic Tax Planning, Multi-Generational Wealth Management, Multi-Source Lending |
| Founded | 2018 |
| Employees | 1-10 |
| Socials |
Key Contact at RiceBarrett Family Wealth
Martin Rice
Founder and Partner
RiceBarrett Family Wealth Email Formats
RiceBarrett Family Wealth uses 1 email format. The most common is {first initial} (e.g., j@ricebarrett.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@ricebarrett.com | 100% |
About RiceBarrett Family Wealth
RiceBarrett Family Wealth is an independent multi-generational wealth advisory firm committed to providing financial, investment, and estate planning strategies focused on building and preserving family wealth. Dedicated to deep and long-term value, RiceBarrett seeks to grow and protect client wealth through market participation buffered by risk protection. Because a key tenet of RiceBarrett’s philosophy is to emphasize quality over quantity, its exclusive focus is on delivering comprehensive service to clients through close intergenerational relationships along with personalized strategic financial plans designed to help families achieve their retirement, health, philanthropic, leisure, and family life goals utilizing tax-efficient strategies. RiceBarrett’s core values are aligned with those of the families they serve, which enables their clients to be confident in the practice’s ability to deliver the most intelligent financial solutions and strategies. As an independent firm, RiceBarrett is ideally positioned to provide heightened guidance, greater benefits, more sophisticated financial solutions, and opportunities to clients and their families. Simply put, we are big enough to get the job done, and small enough to get the job done right. RiceBarrett’s highest priority is to put clients first. Always. Thank you for your interest. For more information, please visit our website at ricebarrett.com, write us at info@ricebarrett.com, or contact us directly at (317) 819-5430.
RiceBarrett Family Wealth revenue & valuation
| Annual revenue | $256,665 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $821,328 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
RiceBarrett Family Wealth has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
RiceBarrett Family Wealth has never raised funding before.
RiceBarrett Family Wealth Tech Stack
Discover the technologies and tools that power RiceBarrett Family Wealth's digital infrastructure, from frameworks to analytics platforms.
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Miscellaneous
Miscellaneous
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Frequently asked questions
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