# Andante Financial

Andante Financial is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://andantefinancial.com
- **LinkedIn:** https://www.linkedin.com/company/andante-financial

## Regulatory record

- **CRD number:** 318656
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/318656

## About

Andante Financial is a financial advisory and investment management firm focused on after-tax performance and personalized client service. It constructs personalized investment portfolios for each client and uses tools such as tax-loss harvesting and direct indexing. The firm donates 10% of its fees to charities that clients care about.

## People

- Alex Rezzo — CFP, CFA, CPA — Founder

## Questions

### What is Andante Financial's investment strategy?

The firm's investment approach is not described in any public source. Without a website, media coverage, or regulatory filings, its asset-class mix, stage preferences, and geographic focus remain unknown. There is no record of specific deals or portfolio companies.

### How much capital does Andante Financial manage?

Andante Financial does not publicly disclose its assets under management. No AUM band estimate can be derived from available information. The firm's capital base is not reported in any industry database or media outlet.

### Where is Andante Financial headquartered?

The firm's headquarters location has not been publicly stated. It does not list an address on any verifiable channel. Its country or region of operation cannot be confirmed.

### What sectors does Andante Financial focus on?

No sector preferences have been publicly associated with Andante Financial. The firm has not disclosed any investment themes or areas of interest. Its portfolio composition, if any, is not available.

### Does Andante Financial make direct investments or commit to funds?

The firm's investment vehicle preference is unknown. There are no public records of direct investments, fund commitments, or co-investments involving Andante Financial. Its participation in the broader investment ecosystem is not documented.

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Last updated: 2026-08-11T15:06:04.815Z

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