Working Together for a Better Future
Grow, focus & analyze
Strategy is our foundation
About revere
Global broker-dealer providing strategic and financial support to institutional investors, hedge funds, and individual investors.
Revere is a modern-day broker-dealer with a niche in the U.S. emerging growth sector. The global markets are ever-changing. We stay at the forefront so we can provide our clients with the best opportunities to stay current and drive toward their goals.
CHARITY
Supporting communities
At Revere, we have a proud tradition of serving our communities. Revere supports organizations dedicated to improving the lives and livelihoods of our fellow global citizens.
“It’s not how much we give
but how much love we put into giving.”
– Mother Teresa
Explore and support charity organizations.
MAIN PRINCIPLES
Global reach with local understanding
Exceptional client service
Revere is involved in all components of the sales and trading process, including extensive compliance and operational personnel. In addition, we provide differentiated corporate access, helping institutional clients gain access to management as a component of their investment process.
A great team and winning culture
Revere utilizes the most elite fintech providers to ensure we lead with the client experience first and foremost. Our industry‐leading data aggregation and reporting capabilities enable us to manage our client’s wealth holistically, to build long‐lasting, trusted relationships.
Focused and diversified services
Revere services ultra-high net worth families, corporate executives, small mid sized businesses, pensions, endowments, hedge funds and family foundations. Our most important goal is to help you achieve your objectives, providing guidance that helps your wealth do more for you.
TRANSACTIONS
Revere Partners
We believe that successful transactions are ones that are mutually beneficial to both buyers and sellers. We have originated winning transactions that align specific buyer criteria with the objectives and goals of owners seeking investment capital or value capture. Our solutions deliver lasting value through our confidential approach.
WHAT WE DO
Finance Solutions
We help our clients see the world differently – discover opportunities you never might have imagined and achieve results that bridge the present with the future.
01
Culture of innovation
New technologies are at the core of what we do – using cutting-edge and top-notch tools to aid actively managed portfolios. Our top-notch tools expand our investment spectrum broadly. We believe technology is the future. Our goal is to provide investment solutions that reflect our commitment to technology.
02
Comprehensive capabilities
We balance big and small company attributes to give our clients the best of both worlds. We provide personalized service and possess the capabilities to handle complex objectives for international clientele.
03
Unique access
Our strength is in our relationships. Through past and present partnerships with successful ventures, we’re able to offer our clients unique access to opportunities beyond traditional investment vehicles.
04
Trusted collaboration
The Revere team is our greatest asset. We are seasoned financial professionals with a commitment to personalized service and a focus on growth industries. With the right industry connections and understanding of our client’s needs, we’ll form a partnership that allows you to position for growth.
Planning & Investments
Having an investment plan is just as important as mapping a route and knowing your destination before you begin a journey.
Private Wealth Management
Investment management and financial planning for high-net worth and ultra-high-net worth individuals.
Strategic Advisory
Understanding critical issues in order to serve as an objective advisor to help analyze, evaluate, and make informed strategic decisions.
Capital Raising
Striving to help companies reach their full potential. Using the right financial tools and partnerships, we propel companies to execute on their mission.
IPO, Follow-on & ATM Deal Flow
Offering issuers flexible ways to raise funds with minimal market impacts and share the benefit with our clients.
OUR SERVICES
What we offer
We help you see the world differently, discover opportunities you may never have imagined and achieve results that bridge the present and the future.
In the Midst of Chaos, there is also opportunity
– Sun Tzu
News
Read our latest insights
We help you see the world differently, discover opportunities you may never have imagined and achieve results that bridge what is with what can be.
37
YEARS OF HISTORY
3
OFFICE LOCATIONS
30
FINANCIAL ADVISORS
Contact Revere
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