Company lists · Data refreshed November 2026
Top 15 Ira rollover specialists worldwide
RevenueBase identified 32 company matches for ira rollover specialists worldwide as of November 2026 and tracks 387 professional contacts across them, including 156 with verified work emails. The United States is the largest market and New York the largest hub.
This list covers company matches for ira rollover specialists worldwide, 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 November 6, 2026. Country and city lists for ira rollover specialists follow the table.
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 15 largest ira rollover specialists worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 100 contacts → | ||||
Exact match “Retirement Clearinghouse (RCH) provides plan sponsors with services that move retirement savings forward as participants change jobs, solving the small account problem.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 88 contacts → | ||||
Exact match “Each day there are people turning 60.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 48 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 34 contacts → | ||||
Exact match “Financial Services, Trust, Estate and Fiduciary Services, Retirement services, Financial Planning, IRAs, 401(k)s, Rollover/Direct Transfers The Trust Company of Kansas specializes…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 15 contacts → | ||||
Exact match “Manifest is the first-ever digital transfer solution for retirement accounts.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 14 contacts → | ||||
Exact match “We specialize in working with pre-retirees and retirees, requiring assistance with transitioning into retirement, rolling over their qualified retirement plans or assistance with…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 7 contacts → | ||||
Exact match “Vault Metal’s team of IRA Specialists have helped countless number of clients secure, protect and simplify their retirement, call us today to explore your options.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 7 contacts → | ||||
Exact match “Our mission is to empower people to transform their financial future by taking control of their retirement funds - funds that are currently stranded in 401(k) or IRA accounts.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 6 contacts → | ||||
Exact match “Insurance products are offered through the insurance business Agape Wealth, LLC.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 6 contacts → | ||||
Exact match “Certified Gold Exchange: Your Trusted Partner for Precious Metals and Gold IRA Rollovers For over 33 years, Certified Gold Exchange has led the precious metals industry, helping…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 5 contacts → | ||||
Exact match “Qualified Trust Company helps employers and fiduciaries perform their retirement plan duties and reduce fiduciary liabilities.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 2 contacts → | ||||
Exact match “Privatized banking policies, 401k Rollovers, TSP Roll overs, 403b rollovers, Deferred comp Rollovers, Roth IRAs, IRAs, SIMPLE IRAs, SEP IRAs, Defined Benefit plans, Cash balance…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 2 contacts → | ||||
Exact match “Trilogy Financial Group’s mission is to empower you, our client, to obtain protection for your most valued possessions: your life, income and retirement nest egg.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 2 contacts → | ||||
Exact match “We "Put Your Old Job to Work for You!".” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 1 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 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 “ira rollover specialists”. 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 15 of 32 ira rollover specialists worldwide
See the full list, filter by size, metro and specialty, and access 156 tracked professional contacts with verified work emails. Direct dials are available where recorded.
Free signup · no credit card
Ira rollover specialists worldwide at a glance
As of Nov 6, 2026Companies by employee count
Email recency is reported on each country list linked below.
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.
- Coverage
- Every country. Country and city lists for ira rollover specialists are linked below.
- What qualifies
- Company records worldwide whose business descriptions match “ira rollover specialists” 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. 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 156 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 November 6, 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.
Ira rollover specialists by location
1 lists · largest firstEvery Ira rollover specialists list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
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 “ira rollover specialists”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many ira rollover specialists are there worldwide?
RevenueBase identified 32 company matches for ira rollover specialists worldwide as of November 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?
Retirement Clearinghouse tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which country has the most ira rollover specialists?
The United States leads with 26 companies. Every ira rollover specialists list by country and city is linked on this page.
Which city has the most ira rollover specialists?
New York leads with 3 company records, followed by Pittsburgh (2) and Biloxi (1).
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 156 professional contacts with verified work emails tracked across these 32 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 November 6, 2026.
Ready to reach these companies? Verified emails and direct dials for all 32 ira rollover specialists worldwide. Start with a free account, no credit card.
Download this list →Related lists
Browse the directory
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
Company intelligence · public preview
Top 15 ira rollover specialists worldwide
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 32 matching company records for ira rollover specialists worldwide, with 387 tracked contacts and 156 verified work emails.
This public preview shows 15 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 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 15 ira rollover specialists worldwide
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 |  Retirement Clearinghouserch1.comHQ: Charlotte, NC, United StatesReported employees: 51-200 | Charlotte, NC, United States | 51-200 | Exact match | 100 contacts → |
“Retirement Clearinghouse (RCH) provides plan sponsors with services that move retirement savings forward as participants change jobs, solving the small account problem.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Self Directedsdretirementplans.comHQ: Phoenix, AZ, United StatesReported employees: 11-50 | Phoenix, AZ, United States | 11-50 | Exact match | 88 contacts → |
“Each day there are people turning 60.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Capitalizehicapitalize.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 48 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  The Trust Company Of Kansastckansas.comHQ: Wichita, KS, United StatesReported employees: 11-50 | Wichita, KS, United States | 11-50 | Exact match | 34 contacts → |
“Financial Services, Trust, Estate and Fiduciary Services, Retirement services, Financial Planning, IRAs, 401(k)s, Rollover/Direct Transfers The Trust Company of Kansas specializes…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Manifestusemanifest.comHQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 15 contacts → |
“Manifest is the first-ever digital transfer solution for retirement accounts.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Peace Of Mind Wealth Managementpomwealth.netHQ: Raleigh, NC, United StatesReported employees: 1-10 | Raleigh, NC, United States | 1-10 | Exact match | 14 contacts → |
“We specialize in working with pre-retirees and retirees, requiring assistance with transitioning into retirement, rolling over their qualified retirement plans or assistance with…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Vault Metalvaultmetal.comHQ: El Segundo, CA, United StatesReported employees: 11-50 | El Segundo, CA, United States | 11-50 | Exact match | 7 contacts → |
“Vault Metal’s team of IRA Specialists have helped countless number of clients secure, protect and simplify their retirement, call us today to explore your options.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Eqrp Companyeqrp.comHQ: Birmingham, AL, United StatesReported employees: 11-50 | Birmingham, AL, United States | 11-50 | Exact match | 7 contacts → |
“Our mission is to empower people to transform their financial future by taking control of their retirement funds - funds that are currently stranded in 401(k) or IRA accounts.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Agape Wealthagapewealth.comHQ: Biloxi, MS, United StatesReported employees: 1-10 | Biloxi, MS, United States | 1-10 | Exact match | 6 contacts → |
“Insurance products are offered through the insurance business Agape Wealth, LLC.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Certified Gold Exchange, INCcertifiedgoldexchange.comHQ: Fort Worth, TX, United StatesReported employees: 51-200 | Fort Worth, TX, United States | 51-200 | Exact match | 6 contacts → |
“Certified Gold Exchange: Your Trusted Partner for Precious Metals and Gold IRA Rollovers For over 33 years, Certified Gold Exchange has led the precious metals industry, helping…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Qualified Trust Companyqualifiedtrust.comHQ: Scottsdale, AZ, United StatesReported employees: 1-10 | Scottsdale, AZ, United States | 1-10 | Exact match | 5 contacts → |
“Qualified Trust Company helps employers and fiduciaries perform their retirement plan duties and reduce fiduciary liabilities.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Clearway Financial Servicesclearwayfinancial.comHQ: Frankfort, IL, United StatesReported employees: 1-10 | Frankfort, IL, United States | 1-10 | Exact match | 2 contacts → |
“Privatized banking policies, 401k Rollovers, TSP Roll overs, 403b rollovers, Deferred comp Rollovers, Roth IRAs, IRAs, SIMPLE IRAs, SEP IRAs, Defined Benefit plans, Cash balance…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Trilogy Financial Groupplanwithtrilogy.comHQ: Gadsden, AL, United StatesReported employees: 1-10 | Gadsden, AL, United States | 1-10 | Exact match | 2 contacts → |
“Trilogy Financial Group’s mission is to empower you, our client, to obtain protection for your most valued possessions: your life, income and retirement nest egg.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  401k Rollover Storethe401krolloverstore.comHQ: Media, PA, United StatesReported employees: 1-10 | Media, PA, United States | 1-10 | Exact match | 2 contacts → |
“We "Put Your Old Job to Work for You!".” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Nestegg Solutionsnestegg-solutions.com HQ: United StatesReported employees: 1-10 | United States | 1-10 | Exact match | 1 contacts → |
No recorded description excerpt is available for this public record. | |||||
Showing 15 of 32 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Ira rollover specialists: dataset insights
November 6, 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
32 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 across the whole country list rather than for Worldwide, so it is reported there. Company counts and contact totals on this page are exact for Worldwide, over 32 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: November 6, 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 ↗
Ira rollover specialists by location
1 lists · largest firstEvery Ira rollover specialists list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
Questions about this company list
What does Exact match mean for ira rollover specialists?
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 ira rollover specialists did RevenueBase find worldwide?
The saved snapshot records 32 matching company records, 387 tracked contacts and 156 verified emails. The public preview displays 15 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: November 6, 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
Browse the directory
Cite this list
RevenueBase Data Team. Top 15 ira rollover specialists worldwide. Snapshot: November 6, 2026. https://revenuebase.ai/companies/browse/ira-rollover-specialists.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
Company intelligence · public preview
Top 15 ira rollover specialists worldwide
RevenueBase records 32 matching company records for ira rollover specialists worldwide, with 387 tracked contacts and 156 verified work emails.
This public preview shows 15 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 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 15 ira rollover specialists worldwide
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 | Retirement Clearinghouserch1.com HQ: Charlotte, NC, United StatesReported employees: 51-200 | Charlotte, NC, United States | 51-200 | Exact match | 100 contacts → |
“Retirement Clearinghouse (RCH) provides plan sponsors with services that move retirement savings forward as participants change jobs, solving the small account problem.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Self Directedsdretirementplans.com HQ: Phoenix, AZ, United StatesReported employees: 11-50 | Phoenix, AZ, United States | 11-50 | Exact match | 88 contacts → |
“Each day there are people turning 60.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Capitalizehicapitalize.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 48 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | The Trust Company Of Kansastckansas.com HQ: Wichita, KS, United StatesReported employees: 11-50 | Wichita, KS, United States | 11-50 | Exact match | 34 contacts → |
“Financial Services, Trust, Estate and Fiduciary Services, Retirement services, Financial Planning, IRAs, 401(k)s, Rollover/Direct Transfers The Trust Company of Kansas specializes…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Manifestusemanifest.com HQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 15 contacts → |
“Manifest is the first-ever digital transfer solution for retirement accounts.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Peace Of Mind Wealth Managementpomwealth.net HQ: Raleigh, NC, United StatesReported employees: 1-10 | Raleigh, NC, United States | 1-10 | Exact match | 14 contacts → |
“We specialize in working with pre-retirees and retirees, requiring assistance with transitioning into retirement, rolling over their qualified retirement plans or assistance with…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Vault Metalvaultmetal.com HQ: El Segundo, CA, United StatesReported employees: 11-50 | El Segundo, CA, United States | 11-50 | Exact match | 7 contacts → |
“Vault Metal’s team of IRA Specialists have helped countless number of clients secure, protect and simplify their retirement, call us today to explore your options.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Eqrp Companyeqrp.com HQ: Birmingham, AL, United StatesReported employees: 11-50 | Birmingham, AL, United States | 11-50 | Exact match | 7 contacts → |
“Our mission is to empower people to transform their financial future by taking control of their retirement funds - funds that are currently stranded in 401(k) or IRA accounts.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Agape Wealthagapewealth.com HQ: Biloxi, MS, United StatesReported employees: 1-10 | Biloxi, MS, United States | 1-10 | Exact match | 6 contacts → |
“Insurance products are offered through the insurance business Agape Wealth, LLC.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Certified Gold Exchange, INCcertifiedgoldexchange.com HQ: Fort Worth, TX, United StatesReported employees: 51-200 | Fort Worth, TX, United States | 51-200 | Exact match | 6 contacts → |
“Certified Gold Exchange: Your Trusted Partner for Precious Metals and Gold IRA Rollovers For over 33 years, Certified Gold Exchange has led the precious metals industry, helping…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Qualified Trust Companyqualifiedtrust.com HQ: Scottsdale, AZ, United StatesReported employees: 1-10 | Scottsdale, AZ, United States | 1-10 | Exact match | 5 contacts → |
“Qualified Trust Company helps employers and fiduciaries perform their retirement plan duties and reduce fiduciary liabilities.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Clearway Financial Servicesclearwayfinancial.com HQ: Frankfort, IL, United StatesReported employees: 1-10 | Frankfort, IL, United States | 1-10 | Exact match | 2 contacts → |
“Privatized banking policies, 401k Rollovers, TSP Roll overs, 403b rollovers, Deferred comp Rollovers, Roth IRAs, IRAs, SIMPLE IRAs, SEP IRAs, Defined Benefit plans, Cash balance…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Trilogy Financial Groupplanwithtrilogy.com HQ: Gadsden, AL, United StatesReported employees: 1-10 | Gadsden, AL, United States | 1-10 | Exact match | 2 contacts → |
“Trilogy Financial Group’s mission is to empower you, our client, to obtain protection for your most valued possessions: your life, income and retirement nest egg.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | 401k Rollover Storethe401krolloverstore.com HQ: Media, PA, United StatesReported employees: 1-10 | Media, PA, United States | 1-10 | Exact match | 2 contacts → |
“We "Put Your Old Job to Work for You!".” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Nestegg Solutionsnestegg-solutions.com HQ: United StatesReported employees: 1-10 | United States | 1-10 | Exact match | 1 contacts → |
No recorded description excerpt is available for this public record. | |||||
Showing 15 of 32 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Ira rollover specialists: dataset insights
November 6, 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
32 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 across the whole country list rather than for Worldwide, so it is reported there. Company counts and contact totals on this page are exact for Worldwide, over 32 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: November 6, 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 ↗
Ira rollover specialists by location
1 lists · largest firstEvery Ira rollover specialists list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
Questions about this company list
What does Exact match mean for ira rollover specialists?
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 ira rollover specialists did RevenueBase find worldwide?
The saved snapshot records 32 matching company records, 387 tracked contacts and 156 verified emails. The public preview displays 15 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: November 6, 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
Browse the directory
Cite this list
RevenueBase Data Team. Top 15 ira rollover specialists worldwide. Snapshot: November 6, 2026. https://revenuebase.ai/companies/browse/ira-rollover-specialists.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗