Rinvelt David

Grand Rapids, United States Founded: 2006 • Age: 20 yrs Acquired By Kestra
Retirement and financial planning services are provided to clients.

About Rinvelt David

Rinvelt David is a Financial Services company based in Grand Rapids (United States) founded in 2006, and was acquired by Kestra in September 2017. Retirement and financial planning services are provided to clients. Its focus areas include Asset Management and Financial Advisors. Its competitors include MassMutual, American Family Insurance and Point Digital Finance; 1 of its 3 listed competitors has raised funding.

Company details

Rinvelt David was founded in 2006 and is headquartered in Grand Rapids, United States. Financial planning services, including retirement strategies, are offered within the personal finance sector. Operations are centered on advising individuals and families on investment options, wealth management, and long-term financial goals. The company maintains a focus on localized support in the Midwest region, with resources accessible via its domain.

  • Headquarters Grand Rapids, United States
  • Stage Acquired
  • Sectors
    Financial Services
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  • Website rinveltdavid.com
  • Social LinkedIn Facebook
  • Acquired by Kestra (Sep 2017)
Operational Areas
Key Metrics

Investors in Rinvelt David

Rinvelt David has secured backing from 1 investor. Prominent investors backing the company include Kestra Financial.

All
InvestorDescriptionFounded YearDomainLocation
Kestra Financial is recognized as an industry-leading independent wealth management platform.
2014kestrafinancial.comAustin, United States
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Investor details for Rinvelt David

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Timeline of Rinvelt David

2 dated milestones of Rinvelt David across 11 years, from founding to its latest funding, stage changes and deals.

  1. Founded Rinvelt David is founded.
  2. Exit Acquired by Kestra.

Competitors of Rinvelt David

Rinvelt David has 3 listed competitors in our database, 1 of them funded. They include MassMutual, American Family Insurance and Point Digital Finance.

Company NameDomainFoundedHQ LocationTotal fundingEmployeesDescription
massmutual.com1851Springfield, United States10,466
Mutual life insurance company
amfam.com1927Madison, United States13,713
Personal and business insurance products are provided nationwide.
point.com2015Palo Alto, United States$245.65M144
Fractional home equity is sold online for interest-free loans.
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Detailed competitors of Rinvelt David

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Web traffic of Rinvelt David

The website of Rinvelt David (rinveltdavid.com) receives about 2.4K visits a month.

  • Monthly visits
    2.4K

    ▲ 42.3% vs previous month

Top companies in Asset Management

3 companies that operate in the same segment as Rinvelt David (Asset Management) in United States, ranked by their profile score on The Company Check.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
1946Boston, Massachusetts, United StatesUSD 517.99 M
Investment banking services are delivered across multiple financial sectors.
1869New York, New York, United StatesUSD 126.21 B46,500
Mutual life insurance company
1851Springfield, United States10,466
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Frequently Asked Questions about Rinvelt David

Rinvelt David was founded in 2006.

Rinvelt David is headquartered in Grand Rapids, United States. It is registered at Grand Rapids, Michigan, United States.

Rinvelt David was founded in 2006 and is headquartered in Grand Rapids, United States. Financial planning services, including retirement strategies, are offered within the personal finance sector. Operations are centered on advising individuals and families on investment options, wealth management, and long-term financial goals. The company maintains a focus on localized support in the Midwest region, with resources accessible via its domain.

Rinvelt David's top competitors include MassMutual, Point Digital Finance and American Family Insurance.

Rinvelt David has 1 investor. Key investors include Kestra Financial.

Yes. Rinvelt David was acquired by Kestra in September 2017.

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