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- Custodian
- Drivewealth
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-01-2022
- Office Locations
- 1
Office Locations
About Revolut Wealth Inc.
Revolut is a global fintech app serving retail users with multi-currency spending, transfers, cards, and savings. In the US it also offers self-directed investing in 4,000+ stocks and ETFs via Revolut Securities (FINRA/SIPC) and automated portfolios via SEC-registered Revolut Wealth. Not a bank; savings are provided by Cross River Bank and brokerage is facilitated through DriveWealth.
Team overview
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Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
Ashley Monique Butler
Chief Compliance Officer, Senior Compliance Officer
- CRD
- #6934097
- Ownership
- Less than 5%
Jack William Callahan
Chief Executive Officer
- CRD
- #7388029
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,522,366 | $654 |
| Non-Discretionary | $0 | -- |
| Total | $5,522,366 | $654 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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