Company profile: RetireUp
1.1 - Company Overview
Company description
- Provider of web-based software for retirement income planning used by registered representatives and RIAs, focusing on the distribution phase, modeling annuity and insurance products, and an engaging interface. The RetireUp Tool incorporates defined income sources such as Social Security, variable annuities, fixed index annuities, and pensions.
Products and services
- RetireUp Tool: Web-based, comprehensive retirement income planning platform integrating defined income sources—Social Security, variable annuities, fixed index annuities, and pensions—to architect distribution strategies for registered representatives and RIAs
- Annuity & Insurance Modeling Engine: Web-based component enabling modeling of annuity and insurance products for registered representatives and RIAs, including variable annuities and fixed index annuities, during retirement distribution planning
- Distribution Phase Planning Interface: Web-based, engaging interface centered on retirement income distribution, enabling registered representatives and RIAs to build plans that incorporate Social Security, pensions, and annuity/insurance products
Key contacts
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Financial details
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1.2 - Competitors and similar companies to RetireUp
Midaxo
HQ: United States
Website
- Description: Provider of a cloud-based platform for managing corporate development, M&A, and other complex processes, centralizing workflows, documents, approvals, compliance, reporting, and analytics. Offers customizable playbooks, AI-driven data intelligence for deal organization and opportunity prioritization, analytics reporting with Power BI/Tableau integration, and collaborative workflows with productivity tools and mobile app access.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
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- Total funding raised: $●●●m
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Sortino Advisory
HQ: United States
Website
- Description: Provider of retirement planning, wealth management, and investment strategies services as a financial institution.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
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Q4
HQ: Canada
Website
- Description: Provider of advanced SaaS communication and intelligence solutions for investor relations officers and the C-suite of public companies, offering innovative IR website solutions and an alternative approach to IR websites to improve investor relations effectiveness.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
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- Acquisitions: ●●
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Babel Systems
HQ: United Kingdom
Website
- Description: Provider of a state-of-the-art securities processing platform for online trading providers, including platforms, new D2C propositions, stockbrokers, and wealth managers. Holds all client records of holdings across all instruments, offering a modern purpose-built alternative to older trading and processing solutions.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
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View full Babel Systems company profile →
Perfect Information
HQ: United Kingdom
Website
- Description: Provider of workflow solutions and global financial information, offering productivity tools for investment banks, investment managers, corporate lawyers, consultants, advisers, and academia involved in corporate finance. Includes PI Filings Expert focused on workflows from structuring new deals to searching for precedents.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Perfect Information company profile →
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2.M&A buyers
2.1 Potential strategic acquirers in the sector
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2.2 - Strategic buyer groups for RetireUp
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Buyer group 3: ████████ ████████
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3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to RetireUp
2.2 - Growth funds investing in similar companies to RetireUp
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4 - Top valuation comps for RetireUp
4.2 - Public trading comparable groups for RetireUp
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