Revolut Wealth Inc.
Firm details
- Headquarters
- New York, New York
- CRD number
- 322894
- Registered since
- February 13, 2023
- Custodians
- DRIVEWEALTH, LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Revolut Wealth Inc. is a corporation that registered with the SEC in 2023 and operates as a non-independent retail registered investment adviser serving individual and family clients. The firm provides portfolio management for individuals and small businesses and charges fees based on a percentage of assets under management. It identifies itself as an active ESG investor and maintains affiliations with broker-dealers, banking or thrift institutions, and insurance companies. Revolut Wealth reports that it is not a capital allocator and does not serve as a pension consultant or related adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds98%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1
Jack Callahan
CEOCRD 7388029
Contacts
1 of 1Ashley Butler
Compliance ManagerCRD 6934097
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 107 Greenwich St
- Time zone
- ET (UTC-5)
- Office locations
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