A complete list of active advisors currently associated with Rewbix

Warmer can help you find a great advisor at Rewbix or one who fits your needs even better.

Rewbix provides personalized, AI-driven investment advisory services to individual, retail, and qualified investors through an interactive online platform. Services described in the brochure include automated portfolio management, dividend reinvestment, diversification strategies, ongoing account reviews, and a set of core and advanced strategies (including a Bitcoin-focused cryptocurrency option). The firm relies on quantitative and machine learning models and a detailed onboarding questionnaire to match strategies to client objectives, and it manages accounts on a discretionary basis, executing trades on clients’ behalf. Custody and trade execution are handled through third-party brokerages (including Interactive Brokers and Alpaca), and client interaction for investment advice is routed exclusively through the Rewbix website rather than direct advisor contact. Noteworthy aspects include the firm’s internet-only delivery model, its use of performance-based and usage-based fee arrangements for certain clients, and an internal token system (“Rubies”) to meter advanced strategy usage—features the brochure highlights as part of its product design and conflict disclosures. The brochure also discloses that the firm may employ the same AI strategies for proprietary accounts, does not engage in proxy voting on clients’ behalf, and requires clients to use the custodians it designates rather than permitting outside broker-dealers.

To learn more about the advisors currently working at Rewbix, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Devang Patel	Austin, TX	2

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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