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In a market that is seeing increased competition from robo-advisors, RetireUp offers registered representatives and RIAs a way to provide value by providing clients with essential consultation and guidance. RetireUp transforms client conversations into the centerpiece of the Retirement Income Story© - with compelling discussions around the full picture of defined income (Social Security, variable annuities, fixed index annuities, pensions) and other assets. RetireUp’s web based tool sets itself apart with a focus on the distribution phase of retirement, the ability to model annuity and insurance products, and an engaging interface. The tool provides a useful balance between basic retirement calculators and complicated retirement planning tools. RetireUp works with enterprises, registered representatives, independent financial advisors and RIAs. For more information go to

View Top Employees from RetireUp
Revenue $4 million
Employees 18 (18 on RocketReach)
Founded 2012
Address 1950 Innovation Way, Ste 120, Libertyville, Illinois 60048, US
Phone +800 9356880
JavaScript, HTML, Google Analytics +24 more (view full list)
Category Software Development & Design, Software, Career Planning, Retirement Planning Software, Professional Services, Advisor to Financial Advisors, Collaboration, Advisor/Client Collaboration Techniques, Financial Services
Web Rank 896575
Keywords retireup pro, retireup, retireup pricing
Competitors estationsecure...,,, bellpartnersinc..., wellsoffice...
SIC 62, 628
NAICS 523, 5239, 52

RetireUp Questions

The RetireUp annual revenue was $4 million in 2023.

18 people are employed at RetireUp.

RetireUp is based in Libertyville, Illinois.

The NAICS codes for RetireUp are [523, 5239, 52].

The SIC codes for RetireUp are [62, 628].

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The most common RetireUp email format is [first] (ex., which is being used by 83.8% of RetireUp work email addresses.

Other common RetireUp email patterns are [first].[last] (ex. and [first][last_initial] (ex. In all, RetireUp uses 3 work email formats.

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