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Total Rebalance Expert develops an auto-rebalancing software that offers portfolio management solutions for financial service providers. Read more

92 Followers on Owler
92 Followers on Owler
92 Followers on Owler
92 Followers on Owler

Total Rebalance Expert develops an auto-rebalancing software that offers portfolio management solutions for financial service providers. Read more

Sheryl Rowling's photo - Founder & CEO of Total Rebalance Expert

Founder & CEO

Sheryl Rowling

CEO Approval Rating

70/100

Founded:

2007

Status:

PrivateSubsidiary of Morningstar, Inc.

SIC Code:

6199 NAICS listing »

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Total Rebalance Expert's top 9 competitors are RedBlack Software, ASI, TradeWarrior, FDx, Vestmark, InvestEdge, Envestnet Asset Management, Inc., Innovest Systems and SS&C Advent. Together they have raised over 70.8M between their estimated 2.5K employees. Total Rebalance Expert's revenue is the ranked 8th among it's top 10 competitors. The top 10 competitors average 72M. Total Rebalance Expert has 80 employees and is ranked 6th among it's top 10 competitors. The top 10 competitors average 257.

RedBlack Software is perceived as one of Total Rebalance Expert's biggest rivals. RedBlack Software was founded in 2007, and its headquarters is in Bedford, New Hampshire. RedBlack Software competes in the Internet Software field. RedBlack Software has 37 fewer employees than Total Rebalance Expert.

ASI is one of Total Rebalance Expert's top rivals. ASI is a Private company that was founded in 1995 in Walnut Creek, California. ASI operates in the Internet Software industry. Compared to Total Rebalance Expert, ASI has 30 fewer employees.

TradeWarrior is Total Rebalance Expert's #3 rival. TradeWarrior is a Private company that was founded in Layton, Utah in 2010. TradeWarrior is in the Internet Software industry. TradeWarrior has 50 fewer employees vs. Total Rebalance Expert.

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Growth Score - 1/1

Is $8M a good estimate for Total Rebalance Expert's revenue?

I don't know

Acquisitions

No recent acquisitions found related to Total Rebalance Expert

Total Rebalance Expert Funding History

No recent funding data found related to Total Rebalance Expert

Investments

No recent investments found related to Total Rebalance Expert

Total Rebalance Expert News

Total Rebalance Expert Press Releases

September 22, 2015PRWEB

Total Rebalance Expert (TRX) Recognized with "Best in Show" Award at Orion Advisor Services' Fuse Conference

TRX "Capital Gains Distribution Minimizer" is the First Portfolio Management Tool that Enables Adviso... See more »
February 11, 2015PRWEB

Total Rebalance Expert (TRX) Announces New Platform Enhancements with TRX Edge

Completely rewritten rebalancing technology solution now optimized for web delivery and mobile device... See more »
October 22, 2014PRWEB

tRx Partnership Promises Increased Practice Efficiency for ACP Members

Total portfolio management system available to ACP members at discounted pricing(PRWeb October 21, 20... See more »
April 23, 2014PRWEB

Shareholders Service Group Partners With Total Rebalance Expert for Portfolio Management and Rebalancing Technology

Fast Growing Custodian to Enhance RIA Platform with Innovative Portfolio Management and Rebalancing T... See more »

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Headquarters

22 W Washington St

Chicago, Illinois60602

877-586-5405

Driving Directions »

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Summary

ABOUT

Overview

Total Rebalance Expert develops an auto-rebalancing software that offers portfolio management solutions for financial service providers. Total Rebalance Expert was founded in 2007. Total Rebalance Expert's headquarters is located in Chicago, Illinois,...

CEO

Total Rebalance Expert's Founder & CEO, Sheryl Rowling, currently has an approval rating of 70%. Total Rebalance Expert's primary competitors are RedBlack Software, ASI & TradeWarrior.

Website

trxpert.com

Frequently Asked Questions about Total Rebalance Expert

  1. When was Total Rebalance Expert founded?

    Total Rebalance Expert was founded in 2007

  2. Who is Total Rebalance Expert's CEO?

    Total Rebalance Expert's CEO is Sheryl Rowling

  3. How much revenue does Total Rebalance Expert generate?

    Total Rebalance Expert generates $8M in revenue

  4. How much funding does Total Rebalance Expert have?

    Total Rebalance Expert has historically raised $0 in funding

  1. Where is Total Rebalance Expert's headquarters?

    Total Rebalance Expert's headquarters is in Chicago Illinois, USA

  2. How many employees does Total Rebalance Expert have?

    Total Rebalance Expert has 80 employees

  3. Who are Total Rebalance Expert's competitors?

    Total Rebalance Expert's top competitors are RedBlack Software, ASI, TradeWarrior
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