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Wealth Rabbit
WealthRabbit is a retirement platform built by CPAs and CFP® professionals for small businesses, self-employed people, and individuals. It lets users set up...
Overview
WealthRabbit is a retirement platform built by CPAs and CFP® professionals for small businesses, self-employed people, and individuals. It lets users set up and manage retirement accounts entirely online with no paperwork, offering plans such as SIMPLE IRA, SEP IRA, Roth SEP IRA, Traditional IRA, Roth IRA, and Backdoor Roth IRA. The firm also provides professionally managed portfolios, including traditional and crypto options, with automated contributions and rebalancing.
General information
Firm type
Asset Manager
Location
City
Rock Hill
Principals
Adam Ackerman
CFP® — Co-Founder & CCO
Jason Ackerman
CPA, CFP® — Co-Founder & CEO
Naga Palanisamy — Co-Founder & CTO
Adam Ackerman — Chief Compliance Officer
Jason Ackerman — Chief Operating Officer
Naga Palanisamy — Chief Technology Officer
Sector focus
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