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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 29, 2026 86% judged on-target in blind review
2,219Companies
32,896Contacts tracked
9,153Verified emails
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The 25 largest retirement planning platforms worldwide

Ranked by team size
Top 25 of 2,219 retirement planning platforms worldwide, ranked by team size, largest first. Data refreshed Sep 29, 2026. RevenueBase Smart Search rates how each company's information relates to retirement planning platforms: 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 29, 20265,001-10,00011,582 contacts →

Indirect evidence

“Longer lifespans are changing the way we exist.”

Source: RevenueBase Database · checked Sep 29, 2026
2Indirect evidenceCiudad De Mexico, MexicoHQ checked Sep 29, 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 29, 2026
3Indirect evidenceMexicoHQ checked Sep 29, 20265,001-10,000672 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 29, 2026
4Indirect evidenceNew York, NY, United StatesHQ checked Sep 29, 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 29, 2026
5Partial evidenceDe Pere, WI, United StatesHQ checked Sep 29, 202651-200299 contacts →

Partial evidence

“PAi provides 401(k) retirement savings solutions to small businesses nationwide.”

Source: RevenueBase Database · checked Sep 29, 2026
6Indirect evidenceBurlingame, CA, United StatesHQ checked Sep 29, 2026201-500265 contacts →

Indirect evidence

“Guideline is now part of Gusto.”

Source: RevenueBase Database · checked Sep 29, 2026
7Partial evidenceHouston, TX, United StatesHQ checked Sep 29, 20261,001-5,000264 contacts →

Partial evidence

“AIG Retirement Services is now Corebridge Financial.”

Source: RevenueBase Database · checked Sep 29, 2026
8Indirect evidenceFranceHQ checked Sep 29, 2026501-1,000213 contacts →

Indirect evidence

“Natixis Interépargne, leader de l’épargne d’entreprise responsable.”

Source: RevenueBase Database · checked Sep 29, 2026
9Partial evidenceWaco, TX, United StatesHQ checked Sep 29, 2026201-500197 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, 2026
10Strong evidenceCarpinteria, CA, United StatesHQ checked Sep 29, 202651-200191 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, 2026
11Partial evidenceWinnipeg, MB, CanadaHQ checked Sep 29, 202651-200180 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, 2026
12Indirect evidenceNewcastle Upon Tyne, United KingdomHQ checked Sep 29, 202651-200176 contacts →

Indirect evidence

“Reeves helps successful individuals enjoy their future.”

Source: RevenueBase Database · checked Sep 29, 2026
13Partial evidenceMumbai, IndiaHQ checked Sep 29, 2026201-500165 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, 2026
14Indirect evidenceAmsterdam, NetherlandsHQ checked Sep 29, 2026n/a155 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, 2026
15Strong evidenceSalisbury, United KingdomHQ checked Sep 29, 2026201-500149 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, 2026
16Partial evidenceShelton, CT, United StatesHQ checked Sep 29, 202651-200148 contacts →

Partial evidence

“RightCapital is financial planning software done right.”

Source: RevenueBase Database · checked Sep 29, 2026
17Strong evidenceBoca Raton, FL, United StatesHQ checked Sep 29, 2026201-500147 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, 2026
18Indirect evidencePerth, AustraliaHQ checked Sep 29, 202651-200141 contacts →

Indirect evidence

“PictureWealth connects more advice to more lives.”

Source: RevenueBase Database · checked Sep 29, 2026
19Indirect evidenceParis, FranceHQ checked Sep 29, 202651-200132 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, 2026
20Indirect evidenceStockholm, SwedenHQ checked Sep 29, 202651-200127 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, 2026
21Strong evidenceCincinnati, OH, United StatesHQ checked Sep 29, 2026501-1,000121 contacts →

Strong evidence

“Don’t think of retirement planning as being scary and unknown.”

Source: RevenueBase Database · checked Sep 29, 2026
22Indirect evidenceMclean, VA, United StatesHQ checked Sep 29, 202651-200113 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, 2026
23Indirect evidenceUnited KingdomHQ checked Sep 29, 202651-200105 contacts →

Indirect evidence

“At Wealth Wizards, we believe everyone should have access to high-quality financial advice.”

Source: RevenueBase Database · checked Sep 29, 2026
24Strong evidenceSandy, UT, United StatesHQ checked Sep 29, 202651-20099 contacts →

Strong evidence

“401GO is a fintech retirement benefit platform.”

Source: RevenueBase Database · checked Sep 29, 2026
25Partial evidenceSan Francisco, CA, United StatesHQ checked Sep 29, 202651-20098 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, 2026

Showing 25 of 2,219 retirement planning platforms worldwide

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Retirement planning platforms worldwide at a glance

As of Sep 29, 2026
27.8%Verified-email coverage
14.8Average contacts per company
1-10Median size (employees)
1.3%Largest-city concentration · London
Sep 29, 2026Page data refreshed

Companies by employee count

1-10
1,664
11-50
404
51-200
93
201-500
21
501-1,000
10
1,001-5,000
7
5,001-10,000
5
10001+
5

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 first

Every Retirement planning platforms list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.

Countries

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.