RFG - About the company
RFG is a late stage company based in Vestavia Hills (United States), founded in 2003. It operates as an Investment advisory firm. RFG has raised an undisclosed amount in funding from Long Ridge. The company has 3327 active competitors, including 228 funded and 207 that have exited. Its top competitors include companies like Dezerv, Warren and Farther.
Company Details
- Website
- rfgadvisory.com
- Social
- Email ID
- *****@rfgadvisory.com
- Phone Number
- +1 **********
Key Metrics
Founded Year
2003
Location
Vestavia Hills, United States
Stage
Late Stage
Latest Funding Round
Investors
Ranked
408th among 3327 active competitors
Employee Count
220 as on Aug 31, 2026
Investment & Acquisitions
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RFG's funding and investors
RFG has raised funding over 1 round. Its latest funding round was a PE round on Aug 02, 2023 for $*****. 1 investor participated in its latest round. RFG has 1 institutional investor.
Here is the list of recent funding rounds of RFG:
Date of Funding | Funding Amount | Round Name | Post-Money Valuation | Revenue Multiple | Lead Investors | Other Investors |
|---|---|---|---|---|---|---|
Aug 02, 2023 | 8198035 | PE | 7249777 | 2944291 | 2066197 | 9621760 |
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RFG's founders and board of directors
Founder? Claim ProfileRFG's employee count trend
RFG has 220 employees as of Aug 26. Here is RFG's employee count trend over the years:
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RFG's Competitors and alternates
Top competitors of RFG include Dezerv, Warren and Farther. Here is the list of Top 10 competitors of RFG, ranked by Tracxn score:
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Rank | Company Details | Short Description | Total Funding | Investors | Tracxn Score |
|---|---|---|---|---|---|
1st | Wealth management platform offering financial planning and advisory service | $100M | 78/100 | ||
2nd | Diversified investment management firm | $105M | 68/100 | ||
3rd |  Farther 2019, New York City (United States), Series D | App-based financial planning and management platform for individuals | $272M | 68/100 | |
4th | Origin 2019, San Francisco (United States), Series B | Financial planning solutions for employees | $68M | 66/100 | |
5th | Financial advisor for payments and savings | $1.25M | 63/100 | ||
6th |  Pontera 2012, New York City (United States), Series C | Tax management solutions for businesses | $160M | 63/100 | |
7th | App-based mutual fund investment platform | - | - | 63/100 | |
8th |  Compound 2019, San Francisco (United States), Series B | Wealth and financial management platform | $37.1M | 62/100 | |
9th |  Phoenix Group 1782, London (United Kingdom), Public | Provider of long-term savings, retirement, and life insurance solutions | - | 61/100 | |
10th | Scottish Widows 1815, Edinburgh (United Kingdom), Public | Women bank | - | - | 60/100 |
408th |  RFG 2003, Vestavia Hills (United States), Late Stage | Investment advisory firm | - | 31/100 |
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RFG's Investments and acquisitions
RFG has made 1 investment in Zocks and acquired Rva Wealth Management.Reports related to RFG
Here is the latest report on RFG's sector:
News related to RFG
Filter this listMedia has covered RFG for a total of 36 events in the last 1 year, 27 of them have been about company updates and 3 about partnerships.
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RFG Advisory Appoints Mark Gilbert and Jim Patrick to Board, Makes Strategic Investment in ZocksBusiness Wire•Apr 28, 2026•RFG
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RFG Advisory Partners With Bitwise To Roll Out Crypto Model PortfoliosGlobal Fintech Series•Apr 22, 2026•RFG, Bitwise
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RFG Advisory Expands Capital Solutions with First Majority Acquisition of RVA Wealth ManagementBusiness Wire•Mar 31, 2026•RFG, Rva Wealth Management
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RFG Advisory Welcomes Black Oak Asset Management with Over $200M in Client AssetsBusiness Wire•Mar 03, 2026•RFG, Black Oak Asset Management
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OR Royalties Acquires Royalty Portfolio Incl. Buenaventura's San Gabriel MineGlobeNewswire•Feb 19, 2026•Orroyalties, Buenaventura, Gold Fields, RFG and 2 others
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RFG Advisory LLC Invests $772,000 in Peabody Energy Corporation $BTUMarketBeat•Feb 13, 2026•RFG, Peabody
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RFG Advisory LLC Makes New $1.22 Million Investment in nVent Electric PLC $NVTMarketBeat•Feb 12, 2026•nVent, RFG
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Caprock Group LLC Invests $3.40 Million in Kinross Gold Corporation $KGCMarketBeat•Feb 12, 2026•Kinross, CapRock Communications, HSBC, RFG
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