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
- SectorsFinancial Services
- Emailβ’β’β’β’β’β’β’β’
- Phoneβ’β’β’β’ β’β’β’β’
- Website rinveltdavid.com
- Social LinkedIn Facebook
- Acquired by Kestra (Sep 2017)
- Investors
- Acquired byKestra
(Sep 2017)
Investors in Rinvelt David
Rinvelt David has secured backing from 1 investor. Prominent investors backing the company include Kestra Financial.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Kestra Financial is recognized as an industry-leading independent wealth management platform. | 2014 | kestrafinancial.com | Austin, United States |
Investor details for Rinvelt David
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
Timeline of Rinvelt David
2 dated milestones of Rinvelt David across 11 years, from founding to its latest funding, stage changes and deals.
- Founded Rinvelt David is founded.
- 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 Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| massmutual.com | 1851 | Springfield, United States | 10,466 | Mutual life insurance company | ||
| amfam.com | 1927 | Madison, United States | 13,713 | Personal and business insurance products are provided nationwide. | ||
| point.com | 2015 | Palo Alto, United States | $245.65M | 144 | Fractional home equity is sold online for interest-free loans. |
Detailed competitors of Rinvelt David
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 Rinvelt David
The website of Rinvelt David (rinveltdavid.com) receives about 2.4K visits a month.
- Monthly visits2.4K
▲ 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.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track β 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
Related news about Rinvelt David
Complete news archive for Rinvelt David
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
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.

