About rebel Financial
rebelfinancial.comrebel Financial: People Before Profits. Innovation Before Tradition.At rebel Financial, we are redefining what it means to be a Registered Investment Advisor (RIA). We are fee-only, fiduciary, and proudly a Certified B Corporation, meaning we serve our clients—not corporate interests. Unlike most traditional firms, we offer:🔹 A Multi-Custodian Advantage – Most RIAs use only one custodian (like Schwab or Fidelity). We work with ten custodians, including Altruist, AXOS, Vanguard, Schwab, Fidelity, Gemini, Pontera, Interactive Brokers, and TIAA, giving clients more flexibility, better pricing, and greater investment opportunities.🔹 Tech-Driven Innovation – With over 80 financial technology vendors, we stay ahead of the curve. We integrate AI, digital assets, and advanced financial planning tools to drive smarter investing, reduce costs, and increase efficiency.🔹 True Accessibility & Transparency – No account minimums. Transparent, net-worth-based pricing that eliminates much of the conflict of interest of traditional AUM models. Ability to join our free Freemium service level.🔹 Impact-Driven Investing & Business – We empower clients with values-based investing strategies (ESG, faith-based, etc.). As a Certified B Corp, we also reinvest in our clients, our employees, and our community.💡 Our Services:✅ Investment Management (Traditional & Digital Assets)✅ Comprehensive Financial Planning (Retirement, Tax, Estate)✅ Business Services (401(k), Bookkeeping, Payroll, Consulting)✅ Tax Planning & Preparation✅ ESG & Impact Investing📍 Join the rebolution in financial planning. Connect with us today.🔗 Visit our website: rebelfinancial.com
SaaS Adoption
SaaS Adoption indicates the level of adoption by this company of software as a service services.
Cloud Adoption
Cloud Adoption indicates the level of adoption by this company of cloud services.
IT Footprint
IT Footprint gives a relative indication of how much IT services this company consumes.
IT Spend
IT Spend shows roughly how much this client spends on IT per year in USD.
Enlyft tracks the use of over 15,000 technologies and has proprietary data on over 18 million companies worldwide.
Know the products your prospects use
Vendor Usage
rebel Financial uses 5 different technologies from 21 different vendors. They have above average use of several technologies including Salesforce.com CRM, Riskalyze and Advyzon.
Product Categories
rebel Financial uses products from 24 different product categories. They are particularly heavy users of products in Financial Management, Web Analytics, and Banking & Finance.
Recently Detected Technologies
Enlyft tracks the use of over 15,000 technologies and has proprietary data on over 18 million companies worldwide.
| Technology | Category | Vendor | Usage |
|---|---|---|---|
| Salesforce.com CRM | Customer Relationship Management (CRM) | Salesforce.com, inc |  |
| Google Apps | Office Productivity | Google LLC | |
| PostgreSQL | Database Management System | PostgreSQL Global Development |  |
| Advyzon | Financial Management | Advyzon Investment Management LLC | |
| TaxDome | Financial Management | TaxDome | |
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