About Rebalance IRA
Rebalance IRA is a company based in Palo Alto (United States) founded in 2012 by Mitch Tuchman and Scott Puritz. It operates as a B2C, and B2B. Rebalance IRA offers products and services including Rebalance360, Invest360, Plan360, and Advise360. Rebalance IRA operates in a competitive market with competitors including Blooom, LDIntelligence, Vault and Boldin, among others.
- Headquarter Palo Alto, United States
- Founders Mitch Tuchman, Scott Puritz
-
Sectors
TechnologyFinancial Services
-
Email
***********
-
Phone
*********
-
Website
*********
-
Social
*********
-
Annual Revenue
-
Net Profit
-
EBITDA
-
Latest Funding Round
-
Investors
-
Employee Count
Employee Count
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Products & Services of Rebalance IRA
Rebalance IRA offers a comprehensive portfolio of products and services, including Rebalance360, Invest360, Plan360, and Advise360. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
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
Funding Insights of Rebalance IRA
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investments & Acquisitions by Rebalance IRA
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
|
Bionic investment advisor platform
|
2016 | ||||
|
Fine Asian gourmet food is offered by an internet-first restaurant.
|
2016 | ||||
|
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
|
2014 | ||||
|
Fine Asian gourmet food is offered by an internet-first restaurant.
|
2016 |
Financial Statements - Rebalance IRA
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Rebalance Ira Comparisons
Competitors of Rebalance IRA
Rebalance IRA operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Blooom, LDIntelligence, Vault and Boldin, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Investment advisor that works with existing retirement account
|
|
| domain | founded_year | HQ Location |
Retirement planning solutions are provided via an online platform.
|
|
| domain | founded_year | HQ Location |
Vault by HashiCorp is used for managing and securing sensitive data.
|
|
| domain | founded_year | HQ Location |
Financial planning software for retirement is provided to individuals.
|
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
|
|
| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
|
|
| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
|
|
| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
|
Frequently Asked Questions about Rebalance IRA
When was Rebalance IRA founded?
Rebalance IRA was founded in 2012.
Where is Rebalance IRA located?
Rebalance IRA is headquartered in Palo Alto, United States. It is registered at Palo Alto, California, United States.
What does Rebalance IRA do?
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.
Who are the top competitors of Rebalance IRA?
What products or services does Rebalance IRA offer?
Rebalance IRA offers Rebalance360, Invest360, Plan360, and Advise360.