Rivent Partners

Finance · New York, United States · 1-10 Employees

View Company Info for Free

Overview

Headquarters

28 Lawrence St, Rochester, New York, 146...

Revenue

<$5 Million

Industry

Finance Securities Trading

About Rivent Partners

Rivent Partners is a premier planning organization in New York, formerly known as Upstate Special Needs Planning, that focuses on relationship-first planning for families, individuals, and small business owners. The company specializes in financial planning, including trust funding strategies, estate planning, and retirement design, as well as disability planning, offering sustainable life care planning for individuals with disabilities. Rivent Partners serves clients across New York State, providing trusted resources for effective planning today and for the future. Their expertise includes benefits navigation and housing strategies for families with loved ones who have disabilities.Explore more
Rivent Partners's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Rivent Partners Org Chart

PhoneEmail
James Traylor, President at Rivent Partners
United States flag for contact location.

President

PhoneEmail
NV
United States flag for contact location.

Client Relations Chief Operating Officer & Vi...

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Compare Similar Companies to Rivent Partners

Compare insights from companies similar to Rivent Partners, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Rivent Partners

<$5M
1-10
Private
-
-
James Traylor, President at Rivent Partners
James TraylorPresident
$8.8M
1-10
Private
-
2015
MM
Madison MooreAccount Manager
$5.2M
11-50
Private
-
1994
DM
Donald MoultonChief Investment Officer & CEO
<$5M
11-50
Private
-
2011
NB
Nancy BishaiChief Legal Officer
<$5M
1-10
Private
-
-
N/A
<$5M
11-50
Private
-
2010
Alain Pierroz, Chief Operating Officer at Energy Improvement
Alain PierrozChief Operating Officer
<$5M
1-10
Private
-
2017
LJ
Leland JameisonBusiness Development Director & Manager
Illustration of an envelope

Top Finance Companies

Frequently Asked Questions Regarding Rivent Partners

What is Rivent Partners's official website?
Rivent Partners's official website is www.riventpartners.com
What is Rivent Partners's Revenue?
Rivent Partners's revenue is <$5 Million
What is Rivent Partners's SIC code?
Rivent Partners's SIC: 62,628
What is Rivent Partners's NAICS code?
Rivent Partners's NAICS: 52,523
How many employees does Rivent Partners have?
Rivent Partners has 1-10 employees
What industry does Rivent Partners belong to?
Rivent Partners is in the industry of: Finance, Securities Trading
What is Rivent Partners competition?
Rivent Partners top competitors include: Moulton Wealth Management, Granite Rock TDI, Energy Improvement, intermissionnyc.com
What does Rivent Partners do?

Rivent Partners is a premier planning organization in New York, formerly known as Upstate Special Needs Planning, that focuses on relationship-first planning for families, individuals, and small business owners. The company specializes in financial planning, including trust funding strategies, estate planning, and retirement design, as well as disa... bility planning, offering sustainable life care planning for individuals with disabilities. Rivent Partners serves clients across New York State, providing trusted resources for effective planning today and for the future. Their expertise includes benefits navigation and housing strategies for families with loved ones who have disabilities.Read More

What are Rivent Partners social media links?
Rivent Partners Linkedin page
Is Rivent Partners a public company?
Rivent Partners is private company therefore does not currently have an official ticker symbol
See more information about Rivent Partners

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.