# Wealth Rabbit

Wealth Rabbit is an Asset Manager based in Rock Hill.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Rock Hill
- **Assets under management:** Undisclosed
- **Website:** https://wealthrabbit.com
- **LinkedIn:** https://www.linkedin.com/company/wealthrabbit

## Regulatory record

- **CRD number:** 330633
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/330633

## About

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.

## Sectors

- Media & Entertainment

## People

- 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

## Questions

### Who runs Wealth Rabbit?

No principals, founders, or investment committee members have been publicly identified in connection with Wealth Rabbit. The brand operates without a known team page, regulatory filing listing key persons, or verifiable professional profiles.

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- [HEVEL CAPITAL](https://altss.com/profile/hevel-capital-llc)
- [Octave Management](https://altss.com/profile/octave-management-i-llc)

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Last updated: 2026-08-11T15:08:32.892Z

Canonical page: https://altss.com/profile/wealth-rabbit

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