Rebalance Revenue, Growth & Competitor Profile

DBA REBALANCE LLC

Company Profile & Annual Report for Rebalance

Access the complete profile.

Rebalance Fast Facts

Revenue	$1 - $10 million    See Exact Annual Revenue
Employees	1 - 10Exact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Address	530 Lytton Avenue 2nd Floor Palo Alto, CA 94301

Note: Revenues for privately held companies are statistical evaluations.


Rebalance's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Rebalance's annual revenues are $1 - $10 million (see exact revenue data)
• What industry is the company in?
  • Rebalance is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry, NAICS Code 523.

Rebalance Annual Revenue and Growth Rate

Rebalance	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2025	$1 - $10 million Details in Premium Report
2024
2023
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Rebalance's revenues are gauged from an analysis of company filings.

Rebalance's Income Statement (based on Industry Averages)

Rebalance P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Trademark Applications

Trademark applications show the products and services that Rebalance is developing and marketing. Rebalance doesn't have any recent trademark applications, indicating Rebalance is focusing on its existing business rather than expanding into new products and markets. Trademarks may include brand names, product names, logos and slogans.

Trademark	Date
BETTERK Financial planning and investment advisory services; financial retirement plan consulting services	07/14/2020
BETTER K Financial planning and investment advisory services; Financial retirement plan consulting services	07/14/2020
INCOME LADDER financial services, namely, an investment portfolio for clients with investment needs that are short term and liquid in nature	06/07/2018

See all trademarks and details in the Full Report.

Market Share of Rebalance's Largest Competitors

A competitive analysis shows these companies are in the same general field as Rebalance, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
CITIGROUP	Stamford, CT	100
FEDERAL HOME LOAN MORTGAGE	Mc Lean, VA	78
ADVISORTRUST	Sioux Falls, SD	63
STONEX GROUP	New York, NY	59
FIDELITY WORKPLACE SERVICES	Boston, MA	37
MORGAN STANLEY EXPANSION EQUITY IX INVESTMENT TEAM LEF	New York, NY	36
RITE-VALUE PHARMACY	Louisa, KY	28
GOLDMAN SACHS ASSET MANAGEMENT	New York, NY	26
TMH	Chattanooga, TN	16

Nearby Competitors

These companies are similar in business line and location to Rebalance. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
FUTU CLEARING	Palo Alto, CA	100
ALTAMONT CAPITAL PARTNERS	Palo Alto, CA	37
VR MANAGEMENT	Palo Alto, CA	36
HGGC	Palo Alto, CA	36
SUTTER HILL VENTURES	Palo Alto, CA	35
TRUE VENTURES	Palo Alto, CA	27

Other Companies at 530 Lytton Avenue, Palo Alto CA

Company	Headquarters	Revenue ($ MM)
MIGHTY SOFTWARE	Palo Alto, CA	100
DENODO TECHNOLOGIES	Palo Alto, CA	93
WIKIHOW	Palo Alto, CA	21
DIRECT DERMATOLOGY	Palo Alto, CA	18
TRANSLINK CAPITAL	Palo Alto, CA	17

Future Competition: Rebalance's Fastest Growing Competitors

These companies are in the same general field as Rebalance and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)