Key facts
- Status: Privately Held (no backing).
- ·Watchlist + deal alerts for RTD Financial Advisors
- ·The full record, as it builds
Funding rounds
No funding rounds for RTD Financial Advisors are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About RTD Financial Advisors
Provider of financial advisory services intended to help its clients achieve financial freedom and balanced, and fulfilling lives. The company offers various services such as personal wealth management, employer retirement plan solutions, trust investment management, non-profit investment management, and many more.
- Sector
- Financial Services
- HQ
- Philadelphia, PA, United States
- Employees
- 48
- Website
- rtdfinancial.com/
- Ownership
- Privately Held (no backing)
RTD Financial Advisors doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in RTD Financial Advisors shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on RTD Financial Advisors in its N-PORT filings yet. We sweep new filings monthly.