REVOLUT WEALTH INC.

Overview

Revolut Wealth Inc. is a small, fee-based wealth manager that focuses on providing portfolio management to individuals and small businesses. The firm reports an ESG orientation and lists advisory activity centered on discretionary portfolio management. Its client base is retail — individual and family accounts — and the firm charges a percentage-of-AUM fee model. Revolut Wealth’s regulatory snapshot shows registration activity in 2023 and industry connections to broker-dealers, banking/thrift institutions and insurance companies, which can influence product access and distribution relationships. Investment activity is concentrated in public funds and mutual funds, with the manager appearing to favor pooled, liquid strategies over direct private placements. The firm does allocate to alternative exposures — specifically real estate/REITs and corporate debt — but those appear to be complementary to a mutual-fund-heavy program rather than a primary focus. Revolut Wealth lists itself as not acting as a capital allocator and positions its services toward mass retail clients given the low average account size.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices