A partner for your clients' next chapter
We help high-earning professionals protect and grow their wealth with the same discipline used by hedge funds and institutions.
Who we are
Wealth management for disciplined professionals
Revise is a fiduciary wealth management firm built for executives, engineers, and founders who take their money as seriously as their work.
We apply institutional-grade risk analytics and disciplined portfolio construction to personal portfolios, balancing preservation, compounding, and protection in one integrated strategy.
Why recruiters partner with us
You guide talent through career transitions. We guide them through the financial ones that follow.
When your candidates change roles, they often face:
- 401(k)s and deferred-comp plans that need rollover or consolidation.
- RSUs, ISOs, or ESPPs that require careful diversification.
- New compensation packages that shift their entire risk profile.
Introducing Revise positions you as a resource beyond placement: someone who ensures your candidates' next chapter is professionally and financially secure.
How we help
Ensuring a seamless career transition
Every plan is delivered under fiduciary duty without commissions, product push, or surprises.
Portfolio Transition & Rollovers
Seamless transfer of assets into a professionally managed, risk-balanced portfolio.
Equity Compensation Strategy
Hedge-fund-style analysis to time and diversify stock exposure.
Private Wealth Management
Bespoke portfolio design using institutional tools and modeling
Tax & Liquidity Planning
Coordination with CPAs to minimize tax drag and improve long-term outcomes.
What we offer our recruiter partners
$1,000 referral bonus for every candidate who becomes a Revise client.
Co-branded materials you can include in transition packages.
White-glove service that makes you look like you added a premium benefit.
Dedicated partner liaison for your firm.
Let's work together.
Schedule a meeting with us to discuss how we can support your candidates' financial transitions.
Who we are
Preserve, compound,
and protect wealth
with discipline.
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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.
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