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Company · Wealth management general

RiversEdge Advisors

As of 1 November 2026, RiversEdge Advisors has 2 open roles (0 new in 30 days), its finance & accounting team is hiring most, and its postings name Microsoft Excel, Microsoft Outlook and Drake as the tools the team works in.

As of 1 November 2026 · refreshed daily · counts move as websites, DNS and career sites are re-read.

Wilmington, United States11-50 employees2M-10M revenue, est.B2B, B2Criversedgeadvisors.com ↗LinkedIn ↗
Headquarters
Wilmington, Delaware, United States
Employees
11-50 employees (linkedin)
Sells to
individuals and families, business owners
Certifications on site
Site languages
EN
Career system
Bamboohr
2open roles · 0 new in 30 days
10tools named in postings
hiring locations
0change signals read in postings
02What they do, whom they sell to, who else does it

RiversEdge Advisors in one screen

Read from riversedgeadvisors.com: what the company does, the customers it names, the buyers we can actually see, and the companies that sell the same thing.

What RiversEdge Advisors does

RiversEdge Advisors is a wealth management firm that provides financial advisory for individuals and families, as well as business owners. Its services include wealth management, family office, corporate retirement, tax, and business advisory, plus a dedicated women's wealth program. The firm manages over $1B in assets across more than 400 clients.

wealth managementfamily officecorporate retirementtax servicesbusiness advisorywomen's wealth program
Whom it sells to

Named on the site: individuals and families, business owners.

Who else sells this

Nearest companies by what they do, sell and whom they serve, 51+ employees. 581 scored.

Merit Financial AdvisorsUnited States · 201-500 employeesTSG Wealth ManagementUnited States · 51-200 employeesHarborside Wealth Advisory GroupUnited States · 51-200 employeesJFS Wealth AdvisorsUnited States · 51-200 employeesStrategies for WealthUnited States · 201-500 employeesWealthBridge Financial Group & PartnersUnited States · 51-200 employees
03Tech stack, with the evidence

What RiversEdge Advisors says it runs

Tools named in the company's own postings as the team's systems, with the sentence that says so. What the website and DNS show is listed separately.

Microsoft ExcelFinance & accounting · medium confidence · 1 posting
• Proficient in Microsoft Excel and Outlook
Tax Manager · first seen 2026-05-07
Microsoft OutlookFinance & accounting · medium confidence · 1 posting
• Proficient in Microsoft Excel and Outlook
Tax Manager · first seen 2026-05-07
DrakeFinance & accounting · low confidence · 1 posting
• Advanced proficiency in tax software platforms such as ProSystems, QuickBooks, Drake, SurePrep, TaxDome, UltraTax is a plus
Tax Manager · first seen 2026-05-07
eMoneyFinance & accounting · low confidence · 1 posting
• Familiarity with our current systems is a plus, but not required: RedTail, eMoney, Riskalyze, Schwab, Orion
Producing Financial Planner · first seen 2022-11-28
QuickBooksFinance & accounting · low confidence · 1 posting
• Advanced proficiency in tax software platforms such as ProSystems, QuickBooks, Drake, SurePrep, TaxDome, UltraTax is a plus
Tax Manager · first seen 2026-05-07
Redtail CRMFinance & accounting · low confidence · 1 posting
• Familiarity with our current systems is a plus, but not required: RedTail, eMoney, Riskalyze, Schwab, Orion
Producing Financial Planner · first seen 2022-11-28
riskalyzeFinance & accounting · low confidence · 1 posting
• Familiarity with our current systems is a plus, but not required: RedTail, eMoney, Riskalyze, Schwab, Orion
Producing Financial Planner · first seen 2022-11-28
SurePrepFinance & accounting · low confidence · 1 posting
• Advanced proficiency in tax software platforms such as ProSystems, QuickBooks, Drake, SurePrep, TaxDome, UltraTax is a plus
Tax Manager · first seen 2026-05-07
taxdomeFinance & accounting · low confidence · 1 posting
• Advanced proficiency in tax software platforms such as ProSystems, QuickBooks, Drake, SurePrep, TaxDome, UltraTax is a plus
Tax Manager · first seen 2026-05-07
UltraTax CSFinance & accounting · low confidence · 1 posting
• Advanced proficiency in tax software platforms such as ProSystems, QuickBooks, Drake, SurePrep, TaxDome, UltraTax is a plus
Tax Manager · first seen 2026-05-07
On the website or in DNS

Vendors whose code loads on riversedgeadvisors.com or whose records sit in its DNS. Page plumbing (libraries, fonts, consent banners) is left out.

Cloudflareseen on riversedgeadvisors.comAnthropicseen on riversedgeadvisors.comBoxseen on riversedgeadvisors.comEmmaseen on riversedgeadvisors.comexclaimerseen on riversedgeadvisors.comMailgunseen on riversedgeadvisors.com
Microsoft 365seen on riversedgeadvisors.com
microsoft_teamsseen on riversedgeadvisors.com
proofpoint_essentialsseen on riversedgeadvisors.com
Salesforceseen on riversedgeadvisors.com
salesforce_account_engagementseen on riversedgeadvisors.com
salesforce_marketing_cloudseen on riversedgeadvisors.com
04Hiring

2 open roles, 0 opened in 90 days

Read hourly from the company's career system. Open roles and new roles in the last 30 days, by team. Companies hiring finance & accounting in United States →

05Signals

What is changing, read from the postings

Intents are events the employer states about itself, each with the sentence and the posting it came from.

No change signals read in the current postings.

Decision makers at RiversEdge Advisors, with verified e-mails, and every change the moment it is posted.

Sales, marketing and IT leaders by function. Add RiversEdge Advisors to a monitor and get a webhook when a role opens, a tool appears or a signal is read.

Start free, no card. The first 20 are above; e-mails are verified at the mail server when you open them.

06Lookalikes

Companies like RiversEdge Advisors

Nearest by what they do, what they sell and whom they sell to, 51+ employees. 6 of 581 scored.

Merit Financial AdvisorsIndependent financial advisers · United States201-500 employees
TSG Wealth ManagementWealth management general · United States51-200 employees
Harborside Wealth Advisory GroupWealth management general · United States51-200 employees
JFS Wealth AdvisorsWealth management general · United States51-200 employees
Strategies for WealthWealth management general · United States201-500 employees
WealthBridge Financial Group & PartnersWealth management general · United States51-200 employees
07Profile

From the company's own website

Legal nameRiversEdge Advisors
IndustryBusiness & finance services · Wealth management general
Offeringswealth management · family office · corporate retirement · tax services · business advisory · women's wealth program
Target customersindividuals and families · business owners
Geographic scopeunknown · also United Kingdom
Reviews found
Public contact points0 role addresses · 1 phone numbers
Pages readhome
Datescrawled 2026-09-09 · profiled 2026-09-12 · hiring built 2026-10-27
Cite this

Quote the sentence with the date and the link. The numbers change daily; the link always shows the current ones.

RiversEdge Advisors (Wilmington, United States, 11-50 employees) has 2 open roles, 0 new in 30 days, and names 10 tools in its postings. (Breaknorm, 1 November 2026, https://breaknorm.co/company/riversedgeadvisors.com)
How we know

Read from the source, not self-reported

Every number on this page can be traced to a page we crawled or a posting we read. Full methodology →

  • ProfileBuilt from riversedgeadvisors.com: summary, offerings, customers, certifications and contact points are extracted from its pages, with a confidence score per field.
  • HiringRead hourly from the company's Bamboohr career site; reposts collapse into one record.
  • Tech stackTools the employer's own text names as the team's systems, with the quote; website scripts counted separately.
  • HeadcountLinkedIn where known, otherwise estimated from the site.
FAQ

RiversEdge Advisors: questions

Does RiversEdge Advisors use Microsoft Excel?

Yes, by the company's own words: 1 posting name it, first seen 2026-05-07, in the finance & accounting team.

Is RiversEdge Advisors hiring?

2 open roles as of 1 November 2026, 0 opened in the last 30 days and 0 closed. The largest team hiring is finance & accounting.

Where does this profile come from?

From riversedgeadvisors.com itself: we crawled it on 2026-09-09, built the profile on 2026-09-12, and read its career site (Bamboohr) hourly since. Headcount is from LinkedIn.

Who should I write to at RiversEdge Advisors?

The people are behind the login: decision makers by function, verified at the mail server when you open them. 0 public role addresses from the site are there too.

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