Company lists · Data refreshed September 2026
Top 25 Retirement planning platforms worldwide
RevenueBase identified 2,219 retirement planning platforms worldwide as of September 2026 and tracks 32,896 professional contacts across them, including 9,153 with verified work emails. The United States is the largest market and London the largest hub.
This list covers retirement planning platforms 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 29, 2026. Country and city lists for retirement planning platforms 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.
The 25 largest retirement planning platforms worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 11,582 contacts → | ||||
Indirect evidence “Longer lifespans are changing the way we exist.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 2 | 2,707 contacts → | ||||
Indirect evidence “Bienvenido a Afore SURA, te ayudamos a crecer tu ahorro con rendimientos consistentes.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 3 | 672 contacts → | ||||
Indirect evidence “Afore Coppel is a financial services company based out of Mexico.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 4 | 328 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 29, 2026Thanks. The Data Team will review it. | |||||
| 5 | 299 contacts → | ||||
Partial evidence “PAi provides 401(k) retirement savings solutions to small businesses nationwide.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 6 | 265 contacts → | ||||
Indirect evidence “Guideline is now part of Gusto.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 7 | 264 contacts → | ||||
Partial evidence “AIG Retirement Services is now Corebridge Financial.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 8 | 213 contacts → | ||||
Indirect evidence “Natixis Interépargne, leader de l’épargne d’entreprise responsable.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 9 | 197 contacts → | ||||
Partial evidence “For over 30 years, JULY has helped financial advisors, TPAs, and employers build stronger retirement futures.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 10 | 191 contacts → | ||||
Strong evidence “Headquartered in Carpinteria, California just south of Santa Barbara, PlanMember Financial Corporation is a leader in the retirement planning market with more than 500…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 11 | 180 contacts → | ||||
Partial evidence “Conquest Planning is a leading financial planning software company headquartered in Canada with offices in the UK and USA with a purpose-driven approach to delivering financial…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 12 | 176 contacts → | ||||
Indirect evidence “Reeves helps successful individuals enjoy their future.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 13 | 165 contacts → | ||||
Partial evidence “factoHR offers a comprehensive, cloud-based solution to revolutionize the way organizations manage retirement benefits, provident funds, gratuity, and superannuation trusts.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 14 | 155 contacts → | ||||
Indirect evidence “BrightPensioen - Zelf eenvoudig je pensioen regelen bij BrightPensioen: Je eigen online pensioenrekening Gezamenlijk beleggen tegen kostprijs Een vaste vergoeding voor onze…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 15 | 149 contacts → | ||||
Strong evidence “As a specialist platform for retirement wealth planning, James Hay works with advisers to help investors successfully navigate the second half of their financial lives.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 16 | 148 contacts → | ||||
Partial evidence “RightCapital is financial planning software done right.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 17 | 147 contacts → | ||||
Strong evidence “Slavic401k provides retirement savings solutions for small businesses, including a 401(k) administration platform that is custom tailored to the needs of PEOs, associations…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 18 | 141 contacts → | ||||
Indirect evidence “PictureWealth connects more advice to more lives.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 19 | 132 contacts → | ||||
Indirect evidence “At Shares, we transform the investing experience with technology-driven solutions designed to meet diverse needs – whether you’re an individual investor, a financial advisor, or a…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 20 | 127 contacts → | ||||
Indirect evidence “På Futur har vi under 25 års tid utvecklat en plattform som gör det möjligt för våra partners att snabbt och enkelt bygga skalbara sparande- och pensionslösningar.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 21 | 121 contacts → | ||||
Strong evidence “Don’t think of retirement planning as being scary and unknown.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 22 | 113 contacts → | ||||
Indirect evidence “Range is the all-in-one wealth management dashboard and expert advisory service that empowers high earners to get the most out of their money with investment management…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 23 | 105 contacts → | ||||
Indirect evidence “At Wealth Wizards, we believe everyone should have access to high-quality financial advice.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 24 | 99 contacts → | ||||
Strong evidence “401GO is a fintech retirement benefit platform.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 25 | 98 contacts → | ||||
Partial evidence “Since Ubiquity's mission has remained the same – to provide small business owners with qualified retirement plans that meet their needs and propel them towards bright financial…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: retirement planning platforms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names retirement planning platforms.
- Partial evidence
- Its own public description names part of retirement planning platforms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name retirement planning platforms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 25 of 2,219 retirement planning platforms worldwide
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Retirement planning platforms worldwide at a glance
As of Sep 29, 2026Companies by employee count
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 platforms, 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 platforms are linked below.
- What qualifies
- Companies worldwide whose own description of what they do matches “retirement planning platforms”. 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 platforms), 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 platforms, 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, 9,153 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 29, 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 platforms by location
8 lists · largest firstEvery Retirement planning platforms list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Retirement planning platforms based in the United States1,416
- Retirement planning platforms based in the United Kingdom78
- Retirement planning platforms based in France62
- Retirement planning platforms based in Canada46
- Retirement planning platforms based in India38
- Retirement planning platforms based in Australia32
- Retirement planning platforms based in Germany32
Cities
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 platforms, 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 platforms are there worldwide?
RevenueBase identified 2,219 retirement planning platforms 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 platforms?
The United States leads with 1,416 companies, followed by the United Kingdom (78) and France (62). Every retirement planning platforms list by country and city is linked on this page.
Which city has the most retirement planning platforms?
London leads with 28 headquartered companies, followed by Paris (22) and New York (19).
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 9,153 verified decision-maker contacts tracked across these 2,219 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 29, 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.