Choreo
Highly Engaged Employees
Highly Engaged EmployeesFinance · Illinois, United States · 51-200 Employees
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Overview
Headquarters
330 N Wabash Ave Ste 3200, Chicago, Illi...Phone Number
(312) 702-1680Website
www.choreoadvisors.comRevenue
$103.1 MillionIndustry
ZI Rank: 5
Signal Type
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ZI Rank
3
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5
About Choreo
Choreo is passionate about improving the wellbeing of our clients, their families, and everyone in our communities. Operating out of 28 locations across the country, we seamlessly choreograph our clients' financial and related needs so they can focus on what matters most to them. Originally launched over 20 years ago as a subsidiary of one of the largest CPA and professional services firms in the country.Explore more
Choreo Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
$38.4M
51-200
Private
-
1991
DS
Daniel SkubizChief Information Officer & Group Senior Portfolio Manager, Mvp
Company Profile Activity
Activity Insights
Choreo is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Choreo is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Choreo.
Choreo Tech Stack
A closer look at the technologies used by Choreo
Most Recent Scoops
Person-Based
Open Position
Open Position
Person-Based
IPO, Stake & Stock Ownership, Finance
Person-Based
IPO, Customer Engagement, Relationship Marketing, Finance
Choreo News & Media
Choreo buys Illinois RIA Resource Financial Group
Resource Financial Group holds about $700m in assets under management as of 30 April 2026.Choreo Acquires Assets of $700M Business Planning-Focused RIA
The deal marks the latest in a string of acquisitions for the firm since Jason Van de Loo became chief executive last summer.Choreo Acquires Resource Financial Group Assets
Business Planning-Focused RIA with $700 Million in Assets Expands Firm's Chicago-Area Footprint CHICAGO, July 8, 2026 /PRNewswire/ -- Choreo, LLC ("Choreo") today announced it has acquired substantially all the assets of Resource Financial Group ("RFG"), a Wilmette, Illinois-based...SpaceX employee group creates low-fee wealth management option with Choreo for post-IPO
The deal marks a bold experiment in the wealth management industry that could shift the balance of power from advisory firms to wealthy groups of investors.
Read more news
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Choreo is passionate about improving the wellbeing of our clients, their families, and everyone in our communities. Operating out of 28 locations across the country, we seamlessly choreograph our clients' financial and related needs so they can focus on what matters most to them. Originally launched over 20 years ago as a subsidiary of one of the l... Read More
