The Quicker Planning Tool for Financial Professionals! Retirement in a Nutshell is an incredibly simple financial planning tool that provides "peace of mind" for all of your clients, not just those with a high net worth. United States Patent #7912771. LPL Financial Approved, FINRA Reviewed, Securities America Approved.
| Website | https://www.retirementinanutshell.com |
| Revenue | $3 million |
| Employees | 1 (1 on RocketReach) |
| Address | 425 University Ave Ste 210, Sacramento, California 95825, US |
| Technologies |
JavaScript
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HTML
,
PHP
+20 more
(view full list)
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| Industry | Financial Services, Finance General, Finance |
| Web Rank | 19 Million |
| Keywords | Retirement Planning Software, Financial Planning Tools, Retirement Calculator, Retirement Planning, Financial Planning Software, Retirement Projections, Retirement Planning Services, Wealth Management Software, Estate Planning Software, Financial Advisor Software, Retirement Income Planning, Pension Planning Software, Retirement Portfolio Management |
| Competitors | Fidelity Investments, Vanguard, Schwab Advisor Services, T. Rowe Price, Betterment, Wealthfront, Personal Capital, Stash, Acorns +42 more (view full list) |
| SIC | SIC Code 628 Companies, SIC Code 62 Companies |
| NAICS | NAICS Code 5239 Companies, NAICS Code 52393 Companies, NAICS Code 523 Companies, NAICS Code 52 Companies |
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Retirement in a Nutshell Questions
The Retirement in a Nutshell annual revenue was $3 million in 2026.
1 people are employed at Retirement in a Nutshell.
Retirement in a Nutshell is based in Sacramento, California.
The NAICS codes for Retirement in a Nutshell are [5239, 52393, 523, 52].
The SIC codes for Retirement in a Nutshell are [628, 62].
Top Retirement in a Nutshell Employees
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Robert Lamp
Lead Software Engineer at Retirement in a Nutshell
Sacramento, CA, US22
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