Who We Are
Ravienz provides multi-asset investment services, including advisory, portfolio management, retirement planning, crypto and digital assets, and global market access.
Our platform combines cutting-edge technology with expert guidance to help clients grow, protect, and optimize their wealth across traditional and alternative investments.
Delivering consistent value and trust has earned us a growing community of clients who rely on Ravienz for long-term financial growth.
What We Offer
Discover how Ravienz drives global wealth creation across multiple asset classes.
Ravienz helps clients plan and grow their retirement wealth through comprehensive IRA and retirement solutions. This includes 401(k) and IRA rollovers into self-directed IRAs, crypto IRA integration with leading custodians like iTrustCapital and BitcoinIRA, real estate and private asset IRA options, and advanced retirement projection and withdrawal planning tools, ensuring long-term security and tax-efficient growth.
Ravienz combines AI-driven robo-advisor tools with expert human advisors to deliver tailored investment guidance. Clients benefit from automated portfolio rebalancing, goal-based planning for retirement, real estate, and education, as well as tax-loss harvesting and global tax strategy optimization, ensuring personalized and efficient wealth management.
Ravienz serves as a multi-asset platform offering clients access to traditional markets such as stocks, ETFs, bonds, and options, alongside real estate investments including REITs and tokenized property. Our platform also enables cryptocurrency trading, staking, and portfolio tracking, as well as offshore banking and global investment solutions, providing a seamless, diversified, and growth-oriented experience for investors worldwide.
Gain access to secure, compliant offshore banking solutions designed to protect, grow, and globalize your wealth. Ravienz provides multi-currency offshore accounts, asset protection structures, international tax-efficient planning, and integration with retirement accounts such as Self-Directed IRAs and international pension vehicles.
Execute trades and manage investments efficiently with our professional brokerage solutions. Ravienz provides expert tools, support, and global market access.
With custody at our core, we provide RIAs innovative solutions and support to help them grow their business and their clients' wealth.
we leverage advanced management software and streamlined workflows to ensure operational efficiency. Our team combines expertise, precision, and innovative tools to deliver a smooth, professional, and reliable experience for all clients.
We support broker-dealers by providing their clients access to a flexible, open technology environment, extensive practice management resources, wealth management investments, and related execution and clearing services.