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 www.retireup.com.
View Top Employees from RetireUpWebsite | http://www.retireup.com |
Revenue | $4 million |
Employees | 12 (12 on RocketReach) |
Founded | 2012 |
Address | 1950 Innovation Way, Ste 120, Libertyville, Illinois 60048, US |
Phone | +800 9356880 |
Technologies |
JavaScript,
HTML,
Google Analytics
+24 more
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Industry | Financial Services, Software Development & Design, Software, Career Planning, Retirement Planning Software, Professional Services, Advisor to Financial Advisors, Collaboration, Advisor/Client Collaboration Techniques |
Web Rank | 896575 |
Keywords | Retireup Pro, Retireup, Retireup Pricing |
Competitors | Figlo, ImagiSOFT, Inc., PlanPlus Global, Reby Advisors, Still River Retirement Planning Software, Inc. |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 5239 Companies, NAICS Code 523 Companies, NAICS Code 52 Companies |
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The RetireUp annual revenue was $4 million in 2024.
12 people are employed at RetireUp.
RetireUp is based in Libertyville, Illinois.
The NAICS codes for RetireUp are [5239, 523, 52].
The SIC codes for RetireUp are [628, 62].