About revise
Advisors manage relationships. We manage portfolios.
Revise is an asset manager that partners with advisors to deliver disciplined, precision-built portfolios at scale.
Traditional model portfolios are static or over-traded. Revise delivers dynamic portfolio management that adjusts when it matters and stays disciplined when it doesn’t.
Our core values
We believe in...
Transparency
We believe in open and honest communication with our partners, ensuring they have all the information they need to make informed decisions, and inform their clients in turn.
Simplicity
We strive to make our processes and products easy to understand and use, eliminating unnecessary complexity.
Integrity
We uphold the highest ethical and fiduciary standards, always doing what is right for our partner advisors and maintaining their trust.
Innovation
We are committed to continuous improvement and finding new and better ways to serve our partner advisors and meet their needs.
Accountability
We take responsibility for our actions and decisions, and we are committed to delivering on our promises to our partner advisors.
Our leadership
The people behind Revise
Nicholas Crown, Senior Advisor
Founder and Managing Director
After experiencing financial turmoil in his family during the dot-com bubble, Nicholas Crown dedicated his career to managing risk as an institutional fixed income trader. He founded the first Fixed Income Arbitrage desk at UBS in New York and became the youngest Director at the bank by 2014. Previously, Nicholas was a VP at Barclays Capital in Futures trading, specializing in bond basis arbitrage. He began his career as a crude oil and natural gas clerk at the New York Mercantile Exchange.
Through this experience, Nicholas saw how big-box brokerage firms relied on one-size-fits-all products that left investors exposed. Determined to change that, he built an advisory dedicated to delivering personalized, institutional-grade portfolio design bringing the discipline of Wall Street directly to families seeking more than mass-market solutions. With this mission, he founded Revise in 2023.
As Managing Strategist, Nicholas frequently engages directly with clients. He holds a degree in Applied Economics from Cornell University, cum laude, and resides in Chicago.
- Over 10 years of institutional finance experience
- Leading financial voice online with over 1 billion views
- Featured expert in Entrepreneur, Inc., Forbes, and MarketWatch
Michael Panik
Co-founder & CIO
Michael Panik has built a career on solving complex challenges in enterprise software engineering, leveraging over a decade of experience to deliver scalable, high-performance solutions for global organizations. Throughout his career, Michael has worked with Fortune 500 companies like United Natural Foods, Inc., Toyota, and Kemper Insurance, and through PwC, where he led the design and implementation of key technology projects.
After years of serving various enterprises, Michael turned his focus to fintech, co-founding Revise in 2023 to bring the same level of rigor and innovation to the investment space. By building a technology-first platform, Michael and his team are demystifying financial strategies and making sophisticated annuity-backed investment solutions accessible to professionals seeking financial stability and growth.
As CTO, Michael combines his extensive software development expertise with to create seamless digital experiences for clients.
- Over 15 years of enterprise software engineering experience
- Led critical technology projects for Toyota, Kemper Insurance, UNFI, and more
- Frequent technical contributor to U.S. News and World Report and GOBankingRates
Open Roles
Who we are
Advisors manage relationships. We manage portfolios.
5.0
Copyright ©2026 Revise. All rights reserved.
Investment advisory services are offered through Revise Wealth LLC, a Registered Investment Adviser (CRD 335629, State of Illinois). Advisory services are available only where Revise Wealth is properly registered or exempt from registration.
Insurance products are offered through Revise Insurance Group LLC (domicile IL #3002790618; CA d/b/a Revise Insurance Solutions #6012761). Fixed indexed annuities (FIAs) are insurance contracts, not bank deposits or securities. They are not FDIC- or NCUA-insured, and guarantees rely on the issuing insurer’s claims-paying ability. Contract values may be reduced by surrender charges, market-value adjustments, or other provisions—review the policy and riders carefully.
Content on this site is for general educational purposes and should not be construed as personalized investment, legal, or tax advice. Past or hypothetical results do not guarantee future outcomes. Services are offered only where Revise is properly licensed; product availability varies by state.
Logos or trademarks of third-party publications (e.g., Forbes®, Inc.®, MarketWatch®) are the property of their respective owners and do not imply endorsement.