Rebalance - About the company
Rebalance is an unfunded company based in New York City (United States), founded in 2016 by Josh Tanenbaum. It operates as a Diversified asset management firm. Rebalance has not raised any funding yet. The company has 11042 active competitors, including 288 funded and 1020 that have exited. Its top competitors include companies like Fidelity Investments, FIS and Investec.
Company Details
- Website
- www.rebalancecap.com/
- Email ID
- *****@rebalancecap.com
Key Metrics
Founded Year
2016
Location
New York City, United States
Stage
Unfunded
Ranked
493rd among 11042 active competitors
Employee Count
17 as on Aug 31, 2026
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Rebalance's funding and investors
Rebalance has not raised any funding rounds yet.
Rebalance's founders and board of directors
Founder? Claim ProfileThe founders of Rebalance is Josh Tanenbaum.
Here are the details of Rebalance's key team members:
- Josh Tanenbaum: Managing Partner and Founder of Rebalance.
View details of Rebalance's Founder profiles and Board Members
Rebalance's employee count trend
Rebalance has 17 employees as of Aug 26. Here is Rebalance's employee count trend over the years:
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Rebalance's Competitors and alternates
Top competitors of Rebalance include Fidelity Investments, FIS and Investec. Here is the list of Top 10 competitors of Rebalance, ranked by Tracxn score:
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Rank | Company Details | Short Description | Total Funding | Investors | Tracxn Score |
|---|---|---|---|---|---|
1st | Fidelity Investments 1946, Boston (United States), Series F | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | $4.71B | 82/100 | |
2nd | FIS 1968, Jacksonville (United States), Public | Provider of software suite for banks and financial institutions | - | 79/100 | |
3rd |  Investec 1974, London (United Kingdom), Acquired | Specialist bank and wealth manager serving private and institutional clients | - | 78/100 | |
4th | Morgan Stanley 1935, New York City (United States), Public | Provider of wealth management, investment banking, sales, trading, and research services | - | 76/100 | |
5th | Goldman Sachs 1869, New York City (United States), Public | Provider of investment banking asset management and financial advisory services | - | 76/100 | |
6th | S&P Global 1917, New York City (United States), Public | Provider of essential intelligence and market analysis for global finance | - | 75/100 | |
7th |  Wells Fargo 1852, San Francisco (United States), Public | Provider of diverse financial services and online banking | - | 75/100 | |
8th | Vanguard 1976, Malvern (United States), Series B | Diversified investment management firm | $31.7M | 74/100 | |
9th | _1537422048749.png?devicePixelRatio=2&height=30&width=30){kind=logo} Blackstone 1985, New York City (United States), Public | Diversified investment management firm | - | 73/100 | |
10th | TPG 1992, Fort Worth (United States), Public | Operator of investment platforms across multiple asset classes and strategies | - | - | 72/100 |
493rd |  Rebalance 2016, New York City (United States), Unfunded | Diversified asset management firm | - | - | 42/100 |
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Rebalance's Investments and acquisitions
Rebalance has not made any acquisitions yet. Rebalance has made 7 investments.Here is the list of latest three $investments:
Filter this list
Filter this listDate of Investment/Acquisition | Type | Company Name | Founded Year | Location |
|---|---|---|---|---|
Aug 05, 2025 | Investments | 2017 | Toronto (Canada) | |
Apr 08, 2024 | Investments | 2018 | New York City (United States) | |
Apr 19, 2023 | Investments | 2019 | Scottsdale (United States) |
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Reports related to Rebalance
Here is the latest report on Rebalance's sector:
News related to Rebalance
Media has covered Rebalance for a total of 3 events in the last 1 year.
•
Micruity Raises $20M in Series A FundingFinSMEs•Dec 04, 2025•Micruity, SixThirty, Allianz, Pacific Life and 10 others
•
Numerai Secures $30M Series C Led by University Endowments, Valued at $500MCryptocurrency•Nov 21, 2025•Numerai, J P Morgan, Shine Capital, Union Square Ventures and 11 others
•
Summer Announces $9m In Funding To Bring Its End-to-end Workplace Student Loan And Education Assistance Solution To Hr LeadersPRWeb•Apr 08, 2024•Summer, Rebalance, Sempervirens Fund, General Catalyst and 6 others
•
•
Trusty.care Closes $6m in Funding to Improve Medicare Advantage Retention and AcquisitionUserwalls•Jun 14, 2022•Hanicar Security, Circle, Wanxiang Healthcare Investments, Rebalance and 6 others
•
HoneyBee raises millions to make financial wellness a workplace benefitTechCrunch+•Sep 07, 2021•HoneyBee, ff Venture Capital, Resolute Ventures, Afore Capital and 3 others
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