Company lists · Data refreshed September 2026
Top 25 Automated retirement planning platforms based in the United States
RevenueBase identified 256 company matches for automated retirement planning platforms associated with the United States as of September 2026 and tracks 2,596 professional contacts across them, including 998 with verified work emails. New York is the largest hub.
This list covers company matches for automated retirement planning platforms associated with the United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 27, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 25 largest automated retirement planning platforms based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 328 contacts → | ||||
Exact match “Pontera is a fintech company on a mission to help millions of Americans retire better by enabling financial advisors to securely and compliantly manage their clients' 401(k)s…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 2 | 265 contacts → | ||||
Exact match “Guideline is now part of Gusto.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 3 | 237 contacts → | ||||
Exact match “Stash is a personal finance app that makes investing easy and affordable for millions of Americans.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 4 | 99 contacts → | ||||
Exact match “401GO is a fintech retirement benefit platform.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 5 | 44 contacts → | ||||
Exact match “Capitalize is an award-winning platform to help financial institutions and their users digitally locate and transfer retirement assets, such as 401(k)s.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 6 | 43 contacts → | ||||
Exact match “Boldin delivers a collaborative financial planning solution to consumers, enterprises, and financial advisors with innovative software, embedded digital coaching, and educational…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 7 | 38 contacts → | ||||
Exact match “Income Lab provides financial advisors with cutting-edge software for ongoing retirement income management and client engagement.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 8 | 38 contacts → | ||||
Exact match “Silvur partners with financial institutions to offer members/customers holistic personalized education as they navigate retirement.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 9 | 35 contacts → | ||||
Exact match “The first AI-driven wealth management tool that enables financial advisors to deliver the personalized, comprehensive planning experience today’s clients are looking for.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 10 | 31 contacts → | ||||
Exact match “At Stax.ai, we empower retirement plan TPAs to streamline operations, enhance productivity, and deliver exceptional client experiences.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 11 | 29 contacts → | ||||
Exact match “Financial advisers spend an average of 18 hours per week managing client money and preparing for meetings.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 12 | 29 contacts → | ||||
Exact match “Retirement.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 13 | 26 contacts → | ||||
Exact match “Future Capital is an SEC-registered investment adviser in Chattanooga, Tennessee.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 14 | 26 contacts → | ||||
Exact match “At Icon we’ve transformed retirement benefits by seamlessly blending digital technology with innovative plan design to create a new type of retirement benefit: a PRP (Portable…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 15 | 24 contacts → | ||||
Exact match “iJoin’s highly personalized goal-based retirement plan experience helps people immediately understand their retirement funding needs and encourages simple actions to get on track.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 16 | 24 contacts → | ||||
Exact match “Retirable, the first-of-its-kind holistic retirement solution with the ongoing care of an advisor, offers products and services across the retirement investing, planning and…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 17 | 23 contacts → | ||||
Exact match “Nearly 20 years ago, GuidedChoice was founded to pioneer a more personalized and confident approach to retirement advice and management.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 18 | 22 contacts → | ||||
Exact match “Adaptive’s one-of-a-kind mission is to smooth out the ride-and level the playing field-so investors of all sizes can realize financial wellness by staying invested for long-term…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 19 | 21 contacts → | ||||
Exact match “Combine your old 401(k)s and IRAs from past jobs into one, easy to manage, online account in minutes.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 20 | 21 contacts → | ||||
Exact match “SinglepointAI (SPAI) Is dedicated to reshaping the retirement plan industry by forging a transformative path through our advanced AI-driven solutions.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 21 | 18 contacts → | ||||
Exact match “At iFlip, we believe you should have access to the same tools and data as Wall Street professionals.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 22 | 18 contacts → | ||||
Exact match “Rocket Dollar makes it easy to unlock retirement savings.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 23 | 17 contacts → | ||||
Exact match “CoverRight revolutionizes retirement decision-making by creating the first A.I-enabled digital platform purpose-built for older adults.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 24 | 16 contacts → | ||||
Exact match “Crash Proof Retirement® helps you maintain your lifestyle throughout retirement.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 25 | 16 contacts → | ||||
Exact match “Founded out of Carnegie Mellon University’s Swartz Center in 2019.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “automated retirement planning platforms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 256 automated retirement planning platforms based in the United States
See the full list, filter by size, metro and specialty, and access 998 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Automated retirement planning platforms based in the United States at a glance
As of Sep 27, 2026Companies by employee count
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 256 companies.
How this list was built
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
- What qualifies
- Company records associated with the United States whose business descriptions match “automated retirement planning platforms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every displayed company carries at least one verified work email. RevenueBase tracks 998 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on September 27, 2026. Lists refresh periodically as the graph is re-checked.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “automated retirement planning platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many automated retirement planning platforms are there based in the United States?
RevenueBase identified 256 company matches for automated retirement planning platforms associated with the United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
Pontera tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most automated retirement planning platforms?
New York leads with 23 company records, followed by San Francisco (19) and Scottsdale (6).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 998 professional contacts with verified work emails tracked across these 256 companies; direct dials are available where recorded.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 27, 2026.
Ready to reach these companies? Verified emails and direct dials for all 256 automated retirement planning platforms based in the United States. Start with a free account, no credit card.
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
More company lists
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- Lists by location
- Lists A-Z
- New lists
- Automated retirement planning platforms based in India
- Automated retirement planning platforms based in the United Kingdom
- AI companies based in the United States
- Cybersecurity companies based in the United States
- Manufacturing companies based in the United States
- Media companies based in the United States
Company intelligence · public preview
Top 25 automated retirement planning platforms based in the United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 256 matching company records for automated retirement planning platforms based in the United States, with 2,596 tracked contacts and 998 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 27, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 automated retirement planning platforms based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Ponterapontera.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 328 contacts → |
“Pontera is a fintech company on a mission to help millions of Americans retire better by enabling financial advisors to securely and compliantly manage their clients' 401(k)s…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Guidelineguideline.comHQ: Burlingame, CA, United StatesReported employees: 201-500 | Burlingame, CA, United States | 201-500 | Exact match | 265 contacts → |
“Guideline is now part of Gusto.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  STASHstash.comHQ: NY, United StatesReported employees: 201-500 | NY, United States | 201-500 | Exact match | 237 contacts → |
“Stash is a personal finance app that makes investing easy and affordable for millions of Americans.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  401go401go.comHQ: Sandy, UT, United StatesReported employees: 51-200 | Sandy, UT, United States | 51-200 | Exact match | 99 contacts → |
“401GO is a fintech retirement benefit platform.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Capitalizehicapitalize.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 44 contacts → |
“Capitalize is an award-winning platform to help financial institutions and their users digitally locate and transfer retirement assets, such as 401(k)s.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Boldinboldin.comHQ: Mill Valley, CA, United StatesReported employees: 51-200 | Mill Valley, CA, United States | 51-200 | Exact match | 43 contacts → |
“Boldin delivers a collaborative financial planning solution to consumers, enterprises, and financial advisors with innovative software, embedded digital coaching, and educational…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Income LABincomelab.ioHQ: Golden, CO, United StatesReported employees: 11-50 | Golden, CO, United States | 11-50 | Exact match | 38 contacts → |
“Income Lab provides financial advisors with cutting-edge software for ongoing retirement income management and client engagement.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Silvursilvur.com HQ: Claymont, DE, United StatesReported employees: 11-50 | Claymont, DE, United States | 11-50 | Exact match | 38 contacts → |
“Silvur partners with financial institutions to offer members/customers holistic personalized education as they navigate retirement.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  FP Alphafpalpha.comHQ: New York, United StatesReported employees: 11-50 | New York, United States | 11-50 | Exact match | 35 contacts → |
“The first AI-driven wealth management tool that enables financial advisors to deliver the personalized, comprehensive planning experience today’s clients are looking for.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | stax.aistax.ai HQ: Scottsdale, AZ, United StatesReported employees: 11-50 | Scottsdale, AZ, United States | 11-50 | Exact match | 31 contacts → |
“At Stax.ai, we empower retirement plan TPAs to streamline operations, enhance productivity, and deliver exceptional client experiences.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Pave Financepavefinance.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 29 contacts → |
“Financial advisers spend an average of 18 hours per week managing client money and preparing for meetings.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  DUEdue.comHQ: Palo Alto, CA, United StatesReported employees: 11-50 | Palo Alto, CA, United States | 11-50 | Exact match | 29 contacts → |
“Retirement.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Future Capitalfuturecapital.com HQ: Chattanooga, TN, United StatesReported employees: 11-50 | Chattanooga, TN, United States | 11-50 | Exact match | 26 contacts → |
“Future Capital is an SEC-registered investment adviser in Chattanooga, Tennessee.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Icon Savings Planiconsavingsplan.com HQ: Portland, OR, United StatesReported employees: 11-50 | Portland, OR, United States | 11-50 | Exact match | 26 contacts → |
“At Icon we’ve transformed retirement benefits by seamlessly blending digital technology with innovative plan design to create a new type of retirement benefit: a PRP (Portable…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Ijoin, A Broadridge Companyijoinsuccess.comHQ: Scottsdale, AZ, United StatesReported employees: 11-50 | Scottsdale, AZ, United States | 11-50 | Exact match | 24 contacts → |
“iJoin’s highly personalized goal-based retirement plan experience helps people immediately understand their retirement funding needs and encourages simple actions to get on track.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Retirableretirable.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 24 contacts → |
“Retirable, the first-of-its-kind holistic retirement solution with the ongoing care of an advisor, offers products and services across the retirement investing, planning and…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Guidedchoiceguidedchoice.comHQ: Reno, NV, United StatesReported employees: 51-200 | Reno, NV, United States | 51-200 | Exact match | 23 contacts → |
“Nearly 20 years ago, GuidedChoice was founded to pioneer a more personalized and confident approach to retirement advice and management.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Adaptive Investment Solutions, LLCadaptive-investments.comHQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 22 contacts → |
“Adaptive’s one-of-a-kind mission is to smooth out the ride-and level the playing field-so investors of all sizes can realize financial wellness by staying invested for long-term…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Pensionbee USpensionbee.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 21 contacts → |
“Combine your old 401(k)s and IRAs from past jobs into one, easy to manage, online account in minutes.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Singlepointai INCsinglepointai.comHQ: Durham, NC, United StatesReported employees: 11-50 | Durham, NC, United States | 11-50 | Exact match | 21 contacts → |
“SinglepointAI (SPAI) Is dedicated to reshaping the retirement plan industry by forging a transformative path through our advanced AI-driven solutions.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Iflip Investiflipinvest.comHQ: Scottsdale, AZ, United StatesReported employees: 11-50 | Scottsdale, AZ, United States | 11-50 | Exact match | 18 contacts → |
“At iFlip, we believe you should have access to the same tools and data as Wall Street professionals.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Rocket Dollar, INCrocketdollar.comHQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 18 contacts → |
“Rocket Dollar makes it easy to unlock retirement savings.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Coverrightcoverright.com HQ: Brooklyn, NY, United StatesReported employees: 1-10 | Brooklyn, NY, United States | 1-10 | Exact match | 17 contacts → |
“CoverRight revolutionizes retirement decision-making by creating the first A.I-enabled digital platform purpose-built for older adults.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Crash Proof Retirement, LLCcrashproofretirement.comHQ: King Of Prussia, PA, United StatesReported employees: 11-50 | King Of Prussia, PA, United States | 11-50 | Exact match | 16 contacts → |
“Crash Proof Retirement® helps you maintain your lifestyle throughout retirement.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Troutwoodtroutwood.comHQ: Pittsburgh, PA, United StatesReported employees: 11-50 | Pittsburgh, PA, United States | 11-50 | Exact match | 16 contacts → |
“Founded out of Carnegie Mellon University’s Swartz Center in 2019.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 256 company matches
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Automated retirement planning platforms: dataset insights
September 27, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
256 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 256 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 27, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for automated retirement planning platforms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many automated retirement planning platforms did RevenueBase find based in the United States?
The saved snapshot records 256 matching company records, 2,596 tracked contacts and 998 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 27, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Automated retirement planning platforms by geography
Cite this list
RevenueBase Data Team. Top 25 automated retirement planning platforms based in the United States. Snapshot: September 27, 2026. https://revenuebase.ai/companies/automated-retirement-planning-platforms/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Automated retirement planning platforms based in India
- Automated retirement planning platforms based in the United Kingdom
- AI companies based in the United States
- Cybersecurity companies based in the United States
- Manufacturing companies based in the United States
- Media companies based in the United States
Company intelligence · public preview
Top 25 automated retirement planning platforms based in the United States
RevenueBase records 256 matching company records for automated retirement planning platforms based in the United States, with 2,596 tracked contacts and 998 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 27, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 automated retirement planning platforms based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Ponterapontera.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 328 contacts → |
“Pontera is a fintech company on a mission to help millions of Americans retire better by enabling financial advisors to securely and compliantly manage their clients' 401(k)s…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Guidelineguideline.com HQ: Burlingame, CA, United StatesReported employees: 201-500 | Burlingame, CA, United States | 201-500 | Exact match | 265 contacts → |
“Guideline is now part of Gusto.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | STASHstash.com HQ: NY, United StatesReported employees: 201-500 | NY, United States | 201-500 | Exact match | 237 contacts → |
“Stash is a personal finance app that makes investing easy and affordable for millions of Americans.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | 401go401go.com HQ: Sandy, UT, United StatesReported employees: 51-200 | Sandy, UT, United States | 51-200 | Exact match | 99 contacts → |
“401GO is a fintech retirement benefit platform.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Capitalizehicapitalize.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 44 contacts → |
“Capitalize is an award-winning platform to help financial institutions and their users digitally locate and transfer retirement assets, such as 401(k)s.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Boldinboldin.com HQ: Mill Valley, CA, United StatesReported employees: 51-200 | Mill Valley, CA, United States | 51-200 | Exact match | 43 contacts → |
“Boldin delivers a collaborative financial planning solution to consumers, enterprises, and financial advisors with innovative software, embedded digital coaching, and educational…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Income LABincomelab.io HQ: Golden, CO, United StatesReported employees: 11-50 | Golden, CO, United States | 11-50 | Exact match | 38 contacts → |
“Income Lab provides financial advisors with cutting-edge software for ongoing retirement income management and client engagement.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Silvursilvur.com HQ: Claymont, DE, United StatesReported employees: 11-50 | Claymont, DE, United States | 11-50 | Exact match | 38 contacts → |
“Silvur partners with financial institutions to offer members/customers holistic personalized education as they navigate retirement.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | FP Alphafpalpha.com HQ: New York, United StatesReported employees: 11-50 | New York, United States | 11-50 | Exact match | 35 contacts → |
“The first AI-driven wealth management tool that enables financial advisors to deliver the personalized, comprehensive planning experience today’s clients are looking for.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | stax.aistax.ai HQ: Scottsdale, AZ, United StatesReported employees: 11-50 | Scottsdale, AZ, United States | 11-50 | Exact match | 31 contacts → |
“At Stax.ai, we empower retirement plan TPAs to streamline operations, enhance productivity, and deliver exceptional client experiences.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Pave Financepavefinance.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 29 contacts → |
“Financial advisers spend an average of 18 hours per week managing client money and preparing for meetings.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | DUEdue.com HQ: Palo Alto, CA, United StatesReported employees: 11-50 | Palo Alto, CA, United States | 11-50 | Exact match | 29 contacts → |
“Retirement.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Future Capitalfuturecapital.com HQ: Chattanooga, TN, United StatesReported employees: 11-50 | Chattanooga, TN, United States | 11-50 | Exact match | 26 contacts → |
“Future Capital is an SEC-registered investment adviser in Chattanooga, Tennessee.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Icon Savings Planiconsavingsplan.com HQ: Portland, OR, United StatesReported employees: 11-50 | Portland, OR, United States | 11-50 | Exact match | 26 contacts → |
“At Icon we’ve transformed retirement benefits by seamlessly blending digital technology with innovative plan design to create a new type of retirement benefit: a PRP (Portable…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Ijoin, A Broadridge Companyijoinsuccess.com HQ: Scottsdale, AZ, United StatesReported employees: 11-50 | Scottsdale, AZ, United States | 11-50 | Exact match | 24 contacts → |
“iJoin’s highly personalized goal-based retirement plan experience helps people immediately understand their retirement funding needs and encourages simple actions to get on track.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Retirableretirable.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 24 contacts → |
“Retirable, the first-of-its-kind holistic retirement solution with the ongoing care of an advisor, offers products and services across the retirement investing, planning and…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Guidedchoiceguidedchoice.com HQ: Reno, NV, United StatesReported employees: 51-200 | Reno, NV, United States | 51-200 | Exact match | 23 contacts → |
“Nearly 20 years ago, GuidedChoice was founded to pioneer a more personalized and confident approach to retirement advice and management.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Adaptive Investment Solutions, LLCadaptive-investments.com HQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 22 contacts → |
“Adaptive’s one-of-a-kind mission is to smooth out the ride-and level the playing field-so investors of all sizes can realize financial wellness by staying invested for long-term…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Pensionbee USpensionbee.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 21 contacts → |
“Combine your old 401(k)s and IRAs from past jobs into one, easy to manage, online account in minutes.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Singlepointai INCsinglepointai.com HQ: Durham, NC, United StatesReported employees: 11-50 | Durham, NC, United States | 11-50 | Exact match | 21 contacts → |
“SinglepointAI (SPAI) Is dedicated to reshaping the retirement plan industry by forging a transformative path through our advanced AI-driven solutions.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Iflip Investiflipinvest.com HQ: Scottsdale, AZ, United StatesReported employees: 11-50 | Scottsdale, AZ, United States | 11-50 | Exact match | 18 contacts → |
“At iFlip, we believe you should have access to the same tools and data as Wall Street professionals.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Rocket Dollar, INCrocketdollar.com HQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 18 contacts → |
“Rocket Dollar makes it easy to unlock retirement savings.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Coverrightcoverright.com HQ: Brooklyn, NY, United StatesReported employees: 1-10 | Brooklyn, NY, United States | 1-10 | Exact match | 17 contacts → |
“CoverRight revolutionizes retirement decision-making by creating the first A.I-enabled digital platform purpose-built for older adults.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Crash Proof Retirement, LLCcrashproofretirement.com HQ: King Of Prussia, PA, United StatesReported employees: 11-50 | King Of Prussia, PA, United States | 11-50 | Exact match | 16 contacts → |
“Crash Proof Retirement® helps you maintain your lifestyle throughout retirement.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Troutwoodtroutwood.com HQ: Pittsburgh, PA, United StatesReported employees: 11-50 | Pittsburgh, PA, United States | 11-50 | Exact match | 16 contacts → |
“Founded out of Carnegie Mellon University’s Swartz Center in 2019.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 256 company matches
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Automated retirement planning platforms: dataset insights
September 27, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
256 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 256 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 27, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for automated retirement planning platforms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many automated retirement planning platforms did RevenueBase find based in the United States?
The saved snapshot records 256 matching company records, 2,596 tracked contacts and 998 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 27, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Automated retirement planning platforms by geography
Cite this list
RevenueBase Data Team. Top 25 automated retirement planning platforms based in the United States. Snapshot: September 27, 2026. https://revenuebase.ai/companies/automated-retirement-planning-platforms/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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