Background
As our 10th year of business nears an end, we wanted to take the time to reflect on what we’ve created over the past decade. When Raintree was founded back in 2010, we were a small team in a brand new industry with a vision, strong values and an eagerness to do right by our clients. After 10 years of hard work, our mission and values remain the same, but we have developed a multi-faceted financial services firm that has surpassed all of our expectations. To say we’re proud is an understatement. We’re also extremely blessed – by those who have contributed to our success, by our clients who have put their trust in us and by our supporters who have made the work lighter along the way.
To all our clients, Private Wealth Advisors, employees, business partners, stakeholders and friends – we thank you for your continued commitment to Raintree and the success we have achieved together. We look forward to the next 10 years and the strides we will make. We know we have so much more to grow.
About Raintree
2010:
Launched Raintree Financial Solutions
2011:

Launched ROOTS

2012:

Launched Portfolio Management Referrals

2013:

Acquired Pennant EMD

2014:

Raintree’s First Issuer Exit

2015:
Launched Raintree Corporate Finance
2016:

Launched Core + Explore™

2017:

Launched Raintree Wealth Management

2018:

Launched Raintree Insurance Services

2019:

Reached $500 Million in Portfolio Management Referrals

2020:
Reached $1 Billion Capital Invested in Alternative Investments