What We Do

Three Business Lines. One Mission.

Whether you're exploring a transition, valuing your practice for a sale, or building your team — Revolt has the expertise, the data, and the relationships to help.

Advisor Recruiting
$6M current / $15M 2030 target
Revolt represents financial advisors exploring transitions between firms. With approved contracts at 190+ firms — wirehouses, independent broker-dealers, RIAs, and insurance platforms — we show advisors every option, not just the 3-5 firms a typical recruiter works with. Our deal comparison platform lets you see real economics side by side: transition bonuses, payout grids, platform fees, forgivable notes, and net take-home — accurate within 10 basis points.
Compare Your Deals
M&A Advisory
Licensed Investment Bank / $30M 2030 target
For senior advisors and firm owners considering a full or partial sale of their practice. Revolt operates as a licensed investment bank, providing institutional-grade M&A advisory: practice valuation across four models (external sale, internal transfer, merger, and succession planning), buyer identification, deal structuring, and transaction execution. Our platform's valuation tool gives you a preliminary view — our M&A team takes it from there.
Value Your Practice
Staff Recruiting
$5M 2030 target
Revolt's staff recruiting division places operations, compliance, and support professionals at financial advisory firms nationwide. Led by Claire and the recruiting team, this business line serves the operational backbone of the industry — the people who make advisory practices run.
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The Revolt Platform

Our technology platform ties it all together — giving advisors self-service access to deal comparison, practice valuation, and AI-powered growth coaching. No phone call required. No commitment. Just clear data about your options.

Deal Comparison
Practice Valuation
AI Coaching
Growth Roadmap
Peer Benchmarking