REBALANCE

rebalance-logo

Rebalance is an award-winning investment firm that provides its clients with access to a fundamentally different and better set of investment options. For individual consumers, Rebalance360 combines world-class investing, financial planning, and personalized advice into a powerful and transformative approach to wealth management. Small business clients trust the firmโ€™s BetterK offering to help them reduce their 401(k) fees by up to 50%, improve employee participation, and โ€œbring aliveโ€ employer-based retirement savings plans.

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REBALANCE

Social Links:

Industry:
Asset Management Consulting Financial Services FinTech Personal Finance Retirement

Founded:
2012-01-01

Address:
Palo Alto, California, United States

Country:
United States

Website Url:
http://www.rebalance360.com

Total Employee:
51+

Status:
Active

Contact:
650-396-3900

Email Addresses:
[email protected]

Technology used in webpage:
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Current Employees Featured

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Joseph Esparraguera
Joseph Esparraguera Chief Compliance Officer @ Rebalance
Chief Compliance Officer

christie-whitney_image

Christie Whitney
Christie Whitney Vice President, Investment Advice @ Rebalance
Vice President, Investment Advice

sally-brandon_image

Sally Brandon
Sally Brandon Vice President, Client Services @ Rebalance
Vice President, Client Services

mitch-tuchman_image

Mitch Tuchman
Mitch Tuchman CIO, Managing Director & Co-Founder @ Rebalance
CIO, Managing Director & Co-Founder
2012-01-01

scott-puritz_image

Scott Puritz
Scott Puritz Managing Director, Investment Committee Member & Co-Founder @ Rebalance
Managing Director, Investment Committee Member & Co-Founder

eileen-mcpeake_image

Eileen McPeake
Eileen McPeake Vice President, Investment Advice @ Rebalance
Vice President, Investment Advice

sonja-breeding_image

Sonja Breeding
Sonja Breeding Vice President, Investment Advice @ Rebalance
Vice President, Investment Advice
2021-07-01

Founder


mitch-tuchman_image

Mitch Tuchman

scott-puritz_image

Scott Puritz

Official Site Inspections

http://www.rebalance360.com

  • Host name: 172.67.135.114
  • IP address: 172.67.135.114
  • Location: United States
  • Latitude: 37.751
  • Longitude: -97.822
  • Timezone: America/Chicago

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