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Resource Financial Group Logo
Resource Financial Group Growth Score
31
CB Rank
121228
Heat Score
92
Resource Financial Group is a financial advisory firm that offers wealth management, insurance, inheritance, and retirement planning.
Acquired by
Choreo Logo
Choreo
Founded
obfuscation
Private Wilmette, Illinois, United States11-50 www.rfgltd.com/
Advice
Financial Services
Insurance
Wealth Management
Overview

Resource Financial Group
Growth Score
31
Heat Score
92

Growth Score31
1 pts
in past quarter
Heat Score 92
71 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
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About Resource Financial Group

CB Rank
121228
Resource Financial Group is a financial advisory firm that offers wealth management, insurance, inheritance, and retirement planning.
Acquired by
Choreo Logo
Choreo
Founded
obfuscation
Private Wilmette, Illinois, United States11-50 www.rfgltd.com/
Advice
Financial Services
Insurance
Wealth Management

Key People

Details

Legal Name Resource Financial Group, Ltd.
Also Known As RFG
Operating Status Active
Company Type For Profit
Founders  Peter M. Maris
Phone Number +1 847-256-7495
Contact Email planning@rfgltd.com
Predictions & Insights

Products & Services

Business Succession Planning
A service to help business owners plan for the transfer or sale of their business, addressing personal and business challenges to ensure continuity and legacy.
Retirement Plan Services
Services to assist business owners in designing, managing, and complying with employee retirement plans to help employees achieve sustainable retirement.

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  • Preview private company insights and predictions
Financials

M&A Details

Resource Financial Group was acquired by Choreo on
obfuscation
.
Transaction Name 
Resource Financial Group acquired by Choreo Logo
Resource Financial Group acquired by Choreo
Acquired by 
Choreo Logo
Choreo
Announced Date 
obfuscation
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Employee Profiles 1 Contacts 9

Employee Profiles

News

News and Press

News•Jul 10, 2026
obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated
News•Jul 9, 2026
obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated
News•Jul 8, 2026
obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated
Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Monthly Web Visits

3,088
243.88%
 in past month

IT Spend

$127KThis year, Resource Financial Group is projected to spend $127K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Non-Protocol Transition Logo
Non-Protocol Transition
94
White Label Payment Gateway Logo
White Label Payment Gateway
89
Wealthtech Logo
Wealthtech
88

Actively Used Products

19Resource Financial Group uses 19 technology products and services including HTML5, Wistia, and  Vimeo, according to G2 Stack.

Active Website Tech Count

3Resource Financial Group is actively using 3 technologies for its website, according to BuiltWith. These include Common Crawl, Google Maps API, and  CommonCrawl Top 10m.
Sub-Organizations
Frequently Asked Questions

Where is Resource Financial Group's headquarters? Resource Financial Group is located in Wilmette, Illinois, United States.Who are Resource Financial Group's competitors? Alternatives and possible competitors to Resource Financial Group may include Charles Schwab, FMR LLC, and  LPL Financial.
Who We Are
What We Do
Helpful Links
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