Rebalance Revenue and Competitors

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Total Funding



Estimated Revenue & Valuation

  • Rebalance's estimated annual revenue is currently $8.4M per year.(i)
  • Rebalance's estimated revenue per employee is $200,000

Employee Data

  • Rebalance has 42 Employees.(i)
  • Rebalance grew their employee count by 5% last year.
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
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OUR PROMISE Rebalance manages your investments with some of the lowest fees in the industry. We can save you on average 45% to 72% in annual fees. And when it comes to saving and investing, even small reductions in fees can make a big difference in the size of your nest egg. OUR PEOPLE Rebalance puts some of the brightest minds in the investment industry to work for you. Burt Malkiel, Charley Ellis, and Jay Vivian make up our Investment Committee and their world-renowned financial expertise informs every Rebalance portfolio. OUR PROCESS Every Rebalance account is a collection of globally diversified funds selected by our experts to work together as a balanced whole. Over forty years of research has shown that this type of balanced, diversified investing helps reduce risk and improve overall returns.



Total Funding


Number of Employees


Revenue (est)


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Rebalance News

2022-04-20 - As JP Morrell aims to rebalance City Hall power, voters to decide on council confirmations

As JP Morrell aims to rebalance City Hall power, voters to decide on council confirmations. Mayor's PAC plays race, gender card.

2022-04-13 - Rebalance, don't drift

It's important to periodically rebalance your portfolio back to your target asset allocation, rather than letting market fluctuations take...

2022-04-13 - Square Mile: Portfolio rebalancing? Here's what you need to ...

Once a decision has been made over exposure to, say, UK equities or sterling corporate bonds, rebalancing is all about maintaining these...

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding