REVERE
SECURITIES
Revere Securities is a global broker-dealer firm providing strategic and financial support to institutional investors, hedge funds, and individual investors.
The firm's professionals are involved in all components of the sales and trading process, and include extensive compliance and operational personnel. In addition, Revere Securities LLC provides differentiated corporate access, helping institutional clients gain access to management as a component of their investment process. The firm has industry focused sales specialists who possess "buy-side" experience; therefore providing a sound, alternate perspective, to the investment process.
Revere Wealth Management 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.
COMPREHENSIVE
WEALTH PLANNING
FAMILY GOVERNANCE AND
WEALTH EDUCATION
INVESTMENT MANAGEMENT
ESTATE PLANNING
PORTFOLIO EVALUATION
STOCK OPTION ANALYSIS
PENSION PLAN DESIGN AND MANAGEMENT
EXECUTIVE FINANCIAL SERVICES
CASH MANAGEMENT AND LENDING PRODUCTS
OPEN ARTICHTECTURE PLATFORM
REVERE
WEALTH
MANAGEMENT
SERVICES
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.
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Aggregates all financial accounts to provide our clients a consolidated view of portfolios, no matter the type of asset class, currency, or entity.
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Instantly analyzes and visualizes portfolio data, including our clients’ liquid and illiquid assets.
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Rapidly creates fully customized reports tailored to our client needs.
REVERE PRIVATE
WEALTH MANAGEMENT
Revere Wealth Management Group serves :
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Ultra-high net worth individuals and families
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Corporate executives
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Small to mid sized businesses
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Pensions
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Endowments
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Foundations
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Hedge Funds
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Venture Capital Funds
Our most important goal is to help you achieve your financial objectives, and providing guidance that helps your wealth do more for you.
Managing wealth involves far more than managing an investment portfolio. It begins with developing a holistic, comprehensive understanding of who you are and the financial forces at work in your life. It means helping you understand and respond effectively to these forces. And, of course, it means helping you invest your assets in a way that reflects the realities of your life and the uniqueness of your long term goals.
Revere Wealth Management is committed to building a relationship of trust in which we can work closely with you to help you define your objectives, explore alternatives, and choose the financial and investment strategies that are most appropriate for you.
As our relationship evolves, we hope you will come to regard us as a valued resource whereby :
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We put your interests first – this is the foundation of everything we do
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We are professionals who can help you make more informed decisions on any financial matter
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We providing you with the financial knowledge and advice to achieve lifetime financial goals
during your working years and into retirement
We look forward to getting to know you and understanding your goals, so we can provide guidance on the best and optimal financial decisions for your, your family’s, your businesses’, foundations’ and institutions’ futures and well beings.
INVESTMENT BANKING
Revere Securities focuses on servicing the needs of domestic and international small-cap, mid-cap, and emerging companies.
STRATEGIC ADVICE
MERGER & ACQUISITIONS
DIVESTITURES
RECAPITALIZATIONS
PRIVATIZATIONS
DEFENSIVE STRATEGIES
JOINT VENTURES
RESTRUCTURINGS
BANKRUPTCY
CAPITAL RAISING
PRIVATE PLACEMENTS
PIPEs
RIGHTS OFFERINGS
DEBT OFFERINGS
SPECIAL PURPOSE AQUISITION COMPANIES (SPACs)
REVERSE MERGERS INTO PUBLIC SHELL COMPANIES
BUSINESS DEVELOPMENT COMPANIES
CONTACT
REVERE
OFFICE LOCATION
NEW YORK, NY OFFICE
650 5TH AVE. - 35TH FL
NEW YORK, NY 10019
Tel: (212) 688-2350
BOCA RATON, FL OFFICE
1900 NW Corporate Blvd. - w105
BOCA RATON, FL 33431
Tel: (561) 994-6229
BOSTON, MA OFFICE
160 STATE ST. -7FL
BOSTON, MA 02109
Tel: (857) 453-4432
MIDDLETOWN, OH OFFICE
1709 South Breiel Blvd.
MIDDLETOWN, OH 45044
Tel: (513) 413-6263
For any general inquiries, please fill in the following contact form:
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