Rebalance

Three powerful services, one transformative approach.

A 24/7 hub for your financial life.

Our View360 secure online hub provides effortless insight into your investments, giving you an easy-to-access, comprehensive view of your financial life.

Learn More

Meet the Rebalance Team

Two partners, one mission.

At Harvard, Mitch Tuchman and Scott Puritz were united by an idea that there had to be a better way to help everyday Americans live well and retire with more. That idea has become their lifelong mission. That idea is Rebalance.

Meet the Team

Three luminaries. A shared belief.

Burt Malkiel, Charley Ellis, and Jay Vivian are some of the most respected voices in the financial industry. Together they share a belief that everyone, not just the wealthy, should have access to high quality financial services. Naturally, they lead our investment committee. Hear why they joined Rebalance.