A complete list of active advisors currently associated with Wealth Rabbit

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

Wealth Rabbit provides online discretionary portfolio management through a mobile and web application to individual users, including retail and high‑net‑worth clients, and offers employers a subscription option to make Simple IRA and SEP retirement accounts available to employees. Clients open accounts and self‑select among the firm’s model portfolios within the app; the firm does not provide standalone financial planning, tax, or legal advice. The firm offers ten model portfolios constructed from ETFs, ETPs and individual securities across equities, fixed income and multi‑asset strategies, with a series of models that allocate to crypto assets using publicly traded Bitwise ETFs and ETPs. Users select a portfolio and the firm implements and monitors the chosen model on a discretionary basis, using user‑provided profile and risk‑scoring data to guide allocations and periodic rebalancing. Wealth Rabbit combines a digital, employer‑subscription distribution model with principals who also maintain roles at a CPA firm and an affiliated advisory business; the CPA firm may refer clients to the platform without referral fees, a relationship that is uncommon among peers. Its relatively small asset base and emphasis on self‑directed, app‑based model selection — including multiple high‑crypto model options designed with a third‑party provider — distinguish it from many similarly sized supported advisers.

To learn more about the advisors currently working at Wealth Rabbit, 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.