About Rebalance IRA
Rebalance IRA is a Technology company based in Palo Alto (United States) founded in 2012 by Mitch Tuchman and Scott Puritz. It provides investment advice, financial planning, and retirement services for everyday life. It operates on a B2C and B2B model in Technology and Financial Services sectors. Rebalance IRA offers products and services including Rebalance360, Invest360, Plan360, and Advise360. Its focus areas include Finance, FinTech, Investment Tech and Retirement Planning. Its competitors include Blooom, LDIntelligence and Vault; 2 of its 3 listed competitors have raised funding.
Company details
Rebalance simplifies complex financial decisions through advisory, investment, and planning services. It uses modern portfolio theory and global diversification to help individuals and businesses manage wealth, plan for retirement, and reduce costs. Based in the US with offices in Bethesda and Palo Alto, it serves clients seeking high-value, low-fee solutions for long-term financial security.
- Headquarters Palo Alto, United States
- Founders Mitch Tuchman, Scott Puritz
- SectorsTechnologyFinancial Services
- Email••••••••
- Website rebalance-ira.com
- Social LinkedIn X Facebook
Products & Services of Rebalance IRA
Rebalance IRA offers a comprehensive portfolio of products and services, including Rebalance360, Invest360, Plan360, and Advise360.
Bundled service for investing, planning, and decision-making advice
Low-fee, diversified portfolios for long-term wealth growth
Tailored roadmap for retirement and financial goals
Expert guidance on complex financial decisions
People of Rebalance IRA
2 people are tracked at Rebalance IRA (2 in leadership).
| Name | Role | Group |
|---|---|---|
Mitch Tuchman | Co-Founder, Managing Director | Leadership |
Scott Puritz | Co-Founder, Managing Director | Leadership |
Complete people profiles for Rebalance IRA
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Competitors of Rebalance IRA
Rebalance IRA has 3 listed competitors in our database, 2 of them funded. They include Blooom, LDIntelligence and Vault.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| blooom.com | 2013 | Overland Park, United States | $13.15M | 22 | Investment advisor that works with existing retirement account | |
| ldintelligence.com | 2012 | Scottsdale, United States | $1.98M | 16 | Retirement planning solutions are provided via an online platform. | |
| vaultproject.io | 2015 | San Francisco, United States | Vault by HashiCorp is used for managing and securing sensitive data. |
Detailed competitors of Rebalance IRA
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of Rebalance IRA
Websites that share an audience with Rebalance IRA (rebalance-ira.com).
Websites whose visitors overlap most with Rebalance IRA. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| marketriders.com | 100% | 7.3K | #3,022,901 | View details |
Top companies in Investment & Financial Technology
3 companies that operate in the same segment as Rebalance IRA (Investment & Financial Technology) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.58 B | USD 2.98 B | 4,841 | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | 602 |
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Frequently Asked Questions about Rebalance IRA
Rebalance IRA was founded in 2012.
Rebalance IRA is headquartered in Palo Alto, United States. It is registered at Palo Alto, California, United States.
Rebalance simplifies complex financial decisions through advisory, investment, and planning services. It uses modern portfolio theory and global diversification to help individuals and businesses manage wealth, plan for retirement, and reduce costs. Based in the US with offices in Bethesda and Palo Alto, it serves clients seeking high-value, low-fee solutions for long-term financial security.
Rebalance IRA's top competitors include Blooom, Vault and LDIntelligence.
Rebalance IRA offers Rebalance360, Invest360, Plan360, and Advise360.