Company lists · Data refreshed September 2026

Top 25 Retirement planning app companies worldwide

RevenueBase identified 1,708 retirement planning app companies worldwide as of September 2026 and tracks 48,609 professional contacts across them, including 17,346 with verified work emails. The United States is the largest market and London the largest hub.

This list covers retirement planning app companies worldwide, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 21, 2026. Country and city lists for retirement planning app companies follow the table.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 21, 2026 86% judged on-target in blind review
1,708Companies
48,609Contacts tracked
17,346Verified emails
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The 25 largest retirement planning app companies worldwide

Ranked by team size
Top 25 of 1,708 retirement planning app companies worldwide, ranked by team size, largest first. Data refreshed Sep 21, 2026. RevenueBase Smart Search rates how each company's information relates to retirement planning app companies: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceBaltimore, IL, United StatesHQ checked Sep 21, 20265,001-10,00011,582 contacts →

Indirect evidence

“Longer lifespans are changing the way we exist.”

Source: RevenueBase Database · checked Sep 21, 2026
2Indirect evidenceGreenwood Village, CO, United StatesHQ checked Sep 21, 202610001+9,313 contacts →

Indirect evidence

“At Empower, we’ve always been guided by strong values with a focus on helping people achieve the financial freedom they deserve.”

Source: RevenueBase Database · checked Sep 21, 2026
3Indirect evidenceCiudad De Mexico, MexicoHQ checked Sep 21, 20261,001-5,0002,707 contacts →

Indirect evidence

“Bienvenido a Afore SURA, te ayudamos a crecer tu ahorro con rendimientos consistentes.”

Source: RevenueBase Database · checked Sep 21, 2026
4Indirect evidenceRedwood City, CA, United StatesHQ checked Sep 21, 2026201-5001,168 contacts →

Indirect evidence

“Personal Capital gives you a whole new way to see, understand, and manage your money so you can live confidently and retire well.”

Source: RevenueBase Database · checked Sep 21, 2026
5Indirect evidenceOmaha, NE, United StatesHQ checked Sep 21, 20261,001-5,0001,042 contacts →

Indirect evidence

“Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform.”

Source: RevenueBase Database · checked Sep 21, 2026
6Indirect evidenceConcord, CA, United StatesHQ checked Sep 21, 20261,001-5,000982 contacts →

Indirect evidence

“AssetMark, Inc.”

Source: RevenueBase Database · checked Sep 21, 2026
7Indirect evidenceDallas, TX, United StatesHQ checked Sep 21, 2026501-1,000911 contacts →

Indirect evidence

“Apex Fintech Solutions provides the tools and services that enable hundreds of clients to launch, scale, and support digital investing for tens of millions of end investors.”

Source: RevenueBase Database · checked Sep 21, 2026
8Indirect evidenceMilano, ItalyHQ checked Sep 21, 2026201-500838 contacts →

Indirect evidence

“Un punto di riferimento sul mercato per l’innovazione e per il modello di business unico basato sul binomio tra digitale e relazione, Banca Widiba offre una piattaforma online…”

Source: RevenueBase Database · checked Sep 21, 2026
9Indirect evidenceMexicoHQ checked Sep 21, 20265,001-10,000672 contacts →

Indirect evidence

“Afore Coppel is a financial services company based out of Mexico.”

Source: RevenueBase Database · checked Sep 21, 2026
10Partial evidenceNew York, NY, United StatesHQ checked Sep 21, 2026501-1,000635 contacts →

Partial evidence

“Betterment is an investing and savings app that serves one purpose-to help you grow your money, so that you can live better.”

Source: RevenueBase Database · checked Sep 21, 2026
11Indirect evidenceLondon, United KingdomHQ checked Sep 21, 2026201-500443 contacts →

Indirect evidence

“Moneybox is a wealth management platform, but we’re guided by our belief that wealth isn’t about the money.”

Source: RevenueBase Database · checked Sep 21, 2026
12Indirect evidence香港, Hong KongHQ checked Sep 21, 20261,001-5,000441 contacts →

Indirect evidence

“Futu Holdings Limited (Nasdaq: FUTU) is a leading fintech company committed to transforming the investing experience for investors worldwide.”

Source: RevenueBase Database · checked Sep 21, 2026
13Indirect evidenceNew York, NY, United StatesHQ checked Sep 21, 202651-200434 contacts →

Indirect evidence

“Public is the investing platform built for those who take it seriously-with technology that makes building a multi-asset portfolio, fast, frictionless, and secure.”

Source: RevenueBase Database · checked Sep 21, 2026
14Strong evidenceSaint Petersburg, FL, United StatesHQ checked Sep 21, 202610001+404 contacts →

Strong evidence

“Our professional financial advisors provide financial services for individuals looking for retirement planning, investment advice, and wealth management.”

Source: RevenueBase Database · checked Sep 21, 2026
15Partial evidenceBengaluru North, IndiaHQ checked Sep 21, 2026501-1,000348 contacts →

Partial evidence

“Fisdom is an extremely simple app to make smart investments.”

Source: RevenueBase Database · checked Sep 21, 2026
16Indirect evidenceNew York, NY, United StatesHQ checked Sep 21, 2026201-500328 contacts →

Indirect evidence

“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…”

Source: RevenueBase Database · checked Sep 21, 2026
17Indirect evidenceWang Mai, ThailandHQ checked Sep 21, 2026201-500289 contacts →

Indirect evidence

“Finnomena - Invest with Confidence Finnomena is a leading WealthTech platform in Thailand, continuously growing for over 10 years.”

Source: RevenueBase Database · checked Sep 21, 2026
18Indirect evidenceCairo, EgyptHQ checked Sep 21, 202651-200268 contacts →

Indirect evidence

“Thndr is a digital investment platform that is designed to simplify investing.”

Source: RevenueBase Database · checked Sep 21, 2026
19Partial evidenceHouston, TX, United StatesHQ checked Sep 21, 20261,001-5,000264 contacts →

Partial evidence

“AIG Retirement Services is now Corebridge Financial.”

Source: RevenueBase Database · checked Sep 21, 2026
20Indirect evidenceBogotá, ColombiaHQ checked Sep 21, 2026201-500249 contacts →

Indirect evidence

“Somos una plataforma integral de inversión que combina tecnología, productos diversos y acompañamiento real, para que invertir se sienta claro, confiable y hecho a tu medida.”

Source: RevenueBase Database · checked Sep 21, 2026
21Indirect evidenceGurugram, IndiaHQ checked Sep 21, 202651-200243 contacts →

Indirect evidence

“When you invest with intelligence, life opens up a wealth of choices.”

Source: RevenueBase Database · checked Sep 21, 2026
22Partial evidenceNY, United StatesHQ checked Sep 21, 2026201-500237 contacts →

Partial evidence

“Stash is a personal finance app that makes investing easy and affordable for millions of Americans.”

Source: RevenueBase Database · checked Sep 21, 2026
23Indirect evidenceLondon, United KingdomHQ checked Sep 21, 2026201-500208 contacts →

Indirect evidence

“Moneyfarm is an award-winning pan-European digital wealth manager with active investors and more than £7 billion in total assets on the platform.”

Source: RevenueBase Database · checked Sep 21, 2026
24Indirect evidenceNew York, United StatesHQ checked Sep 21, 202651-200198 contacts →

Indirect evidence

“Savvy Wealth is the trusted partner for independent financial advisors, combining infrastructure, service, and intelligent tools to make great advice easier to deliver.”

Source: RevenueBase Database · checked Sep 21, 2026
25Indirect evidenceParamus, NJ, United StatesHQ checked Sep 21, 202651-200197 contacts →

Indirect evidence

“Our mission is to use our innovative skills and financial knowledge to help you and those important to you enjoy financial confidence, balance, and prosperity.”

Source: RevenueBase Database · checked Sep 21, 2026

Showing 25 of 1,708 retirement planning app companies worldwide

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Retirement planning app companies worldwide at a glance

As of Sep 21, 2026
35.7%Verified-email coverage
28.5Average contacts per company
1-10Median size (employees)
2.6%Largest-city concentration · London
Sep 21, 2026Page data refreshed

Companies by employee count

1-10
1,148
11-50
400
51-200
92
201-500
27
501-1,000
16
1,001-5,000
10
5,001-10,000
4
10001+
6

Email recency is reported on each country list linked below.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among retirement planning app companies, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
Coverage
Every country. Country and city lists for retirement planning app companies are linked below.
What qualifies
Companies worldwide whose own description of what they do matches “retirement planning app companies”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names retirement planning app companies), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among retirement planning app companies, and records with no verified work email.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
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 listed company carries at least one verified work email, 17,346 across the full list. 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 21, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Retirement planning app companies by location

8 lists · largest first

Every Retirement planning app companies 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 Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names retirement planning app companies, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many retirement planning app companies are there worldwide?

RevenueBase identified 1,708 retirement planning app companies worldwide as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Transamerica, headquartered in Chicago, tops this list with the largest team on record.

Which country has the most retirement planning app companies?

The United States leads with 737 companies, followed by India (214) and the United Kingdom (82). Every retirement planning app companies list by country and city is linked on this page.

Which city has the most retirement planning app companies?

London leads with 45 headquartered companies, followed by Mumbai (38) and New York (26).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 17,346 verified decision-maker contacts tracked across these 1,708 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 21, 2026.

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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 Smart Search, 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.