Company lists · Data refreshed September 2026
Top 25 Retirement planning platforms worldwide
RevenueBase identified 2,219 company matches for 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 company matches for retirement planning platforms 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 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 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 retirement planning platforms worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 11,582 contacts → | ||||
Exact match “Longer lifespans are changing the way we exist.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 2 | 2,707 contacts → | ||||
Exact match “Bienvenido a Afore SURA, te ayudamos a crecer tu ahorro con rendimientos consistentes.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 3 | 672 contacts → | ||||
Exact match “Afore Coppel is a financial services company based out of Mexico.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 4 | 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 29, 2026 · View company records in RevenueBase | |||||
| 5 | 299 contacts → | ||||
Exact match “PAi provides 401(k) retirement savings solutions to small businesses nationwide.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 6 | 265 contacts → | ||||
Exact match “Guideline is now part of Gusto.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 7 | 264 contacts → | ||||
Exact match “AIG Retirement Services is now Corebridge Financial.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 8 | 213 contacts → | ||||
Exact match “Natixis Interépargne, leader de l’épargne d’entreprise responsable.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 9 | 197 contacts → | ||||
Exact match “For over 30 years, JULY has helped financial advisors, TPAs, and employers build stronger retirement futures.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 10 | 191 contacts → | ||||
Exact match “Headquartered in Carpinteria, California just south of Santa Barbara, PlanMember Financial Corporation is a leader in the retirement planning market with more than 500…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 11 | 180 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 12 | 176 contacts → | ||||
Exact match “Reeves helps successful individuals enjoy their future.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 13 | 165 contacts → | ||||
Exact match “factoHR offers a comprehensive, cloud-based solution to revolutionize the way organizations manage retirement benefits, provident funds, gratuity, and superannuation trusts.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 14 | 155 contacts → | ||||
Exact match “BrightPensioen - Zelf eenvoudig je pensioen regelen bij BrightPensioen: Je eigen online pensioenrekening Gezamenlijk beleggen tegen kostprijs Een vaste vergoeding voor onze…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 15 | 149 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 16 | 148 contacts → | ||||
Exact match “RightCapital is financial planning software done right.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 17 | 147 contacts → | ||||
Exact match “Slavic401k provides retirement savings solutions for small businesses, including a 401(k) administration platform that is custom tailored to the needs of PEOs, associations…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 18 | 141 contacts → | ||||
Exact match “PictureWealth connects more advice to more lives.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 19 | 132 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 20 | 127 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 21 | 121 contacts → | ||||
Exact match “Don’t think of retirement planning as being scary and unknown.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 22 | 113 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 23 | 105 contacts → | ||||
Exact match “At Wealth Wizards, we believe everyone should have access to high-quality financial advice.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 24 | 99 contacts → | ||||
Exact match “401GO is a fintech retirement benefit platform.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 25 | 98 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 29, 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 “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 2,219 retirement planning platforms worldwide
See the full list, filter by size, metro and specialty, and access 9,153 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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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
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 retirement planning platforms are linked below.
- What qualifies
- Company records worldwide whose business descriptions match “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. 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 9,153 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 29, 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.
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 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 “retirement planning platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many retirement planning platforms are there worldwide?
RevenueBase identified 2,219 company matches for retirement planning platforms worldwide 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?
Transamerica tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
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 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 9,153 professional contacts with verified work emails tracked across these 2,219 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 29, 2026.
Ready to reach these companies? Verified emails and direct dials for all 2,219 retirement planning platforms worldwide. 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
Company intelligence · public preview
Top 25 retirement planning platforms worldwide
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 2,219 matching company records for retirement planning platforms worldwide, with 32,896 tracked contacts and 9,153 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 29, 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 retirement planning platforms 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 |  Transamericatransamerica.comHQ: Baltimore, IL, United StatesReported employees: 5,001-10,000 | Baltimore, IL, United States | 5,001-10,000 | Exact match | 11,582 contacts → |
“Longer lifespans are changing the way we exist.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Sura Méxicoaforesura.com.mxHQ: Ciudad De Mexico, MexicoReported employees: 1,001-5,000 | Ciudad De Mexico, Mexico | 1,001-5,000 | Exact match | 2,707 contacts → |
“Bienvenido a Afore SURA, te ayudamos a crecer tu ahorro con rendimientos consistentes.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Afore Coppelaforecoppel.comHQ: MexicoReported employees: 5,001-10,000 | Mexico | 5,001-10,000 | Exact match | 672 contacts → |
“Afore Coppel is a financial services company based out of Mexico.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  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 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  PAI Retirement Servicesascensus.comHQ: De Pere, WI, United StatesReported employees: 51-200 | De Pere, WI, United States | 51-200 | Exact match | 299 contacts → |
“PAi provides 401(k) retirement savings solutions to small businesses nationwide.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  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 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  AIG Retirement Servicescorebridgefinancial.comHQ: Houston, TX, United StatesReported employees: 1,001-5,000 | Houston, TX, United States | 1,001-5,000 | Exact match | 264 contacts → |
“AIG Retirement Services is now Corebridge Financial.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Natixis Interépargneinterepargne.natixis.com HQ: FranceReported employees: 501-1,000 | France | 501-1,000 | Exact match | 213 contacts → |
“Natixis Interépargne, leader de l’épargne d’entreprise responsable.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  July Business Servicesjulyservices.comHQ: Waco, TX, United StatesReported employees: 201-500 | Waco, TX, United States | 201-500 | Exact match | 197 contacts → |
“For over 30 years, JULY has helped financial advisors, TPAs, and employers build stronger retirement futures.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Planmember Financial Corporationplanmember.comHQ: Carpinteria, CA, United StatesReported employees: 51-200 | Carpinteria, CA, United States | 51-200 | Exact match | 191 contacts → |
“Headquartered in Carpinteria, California just south of Santa Barbara, PlanMember Financial Corporation is a leader in the retirement planning market with more than 500…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Conquest Planningconquestplanning.comHQ: Winnipeg, MB, CanadaReported employees: 51-200 | Winnipeg, MB, Canada | 51-200 | Exact match | 180 contacts → |
“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…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Reevesreevesifa.comHQ: Newcastle Upon Tyne, United KingdomReported employees: 51-200 | Newcastle Upon Tyne, United Kingdom | 51-200 | Exact match | 176 contacts → |
“Reeves helps successful individuals enjoy their future.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Factohrfactohr.comHQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 165 contacts → |
“factoHR offers a comprehensive, cloud-based solution to revolutionize the way organizations manage retirement benefits, provident funds, gratuity, and superannuation trusts.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Brightpensioenbrightpensioen.nl HQ: Amsterdam, NetherlandsReported employees: Not recorded | Amsterdam, Netherlands | Not recorded | Exact match | 155 contacts → |
“BrightPensioen - Zelf eenvoudig je pensioen regelen bij BrightPensioen: Je eigen online pensioenrekening Gezamenlijk beleggen tegen kostprijs Een vaste vergoeding voor onze…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | James HAY Partnershipjameshay.co.uk HQ: Salisbury, United KingdomReported employees: 201-500 | Salisbury, United Kingdom | 201-500 | Exact match | 149 contacts → |
“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.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Rightcapitalrightcapital.comHQ: Shelton, CT, United StatesReported employees: 51-200 | Shelton, CT, United States | 51-200 | Exact match | 148 contacts → |
“RightCapital is financial planning software done right.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Slavic401kslavic401k.comHQ: Boca Raton, FL, United StatesReported employees: 201-500 | Boca Raton, FL, United States | 201-500 | Exact match | 147 contacts → |
“Slavic401k provides retirement savings solutions for small businesses, including a 401(k) administration platform that is custom tailored to the needs of PEOs, associations…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Picturewealthpicturewealth.comHQ: Perth, AustraliaReported employees: 51-200 | Perth, Australia | 51-200 | Exact match | 141 contacts → |
“PictureWealth connects more advice to more lives.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Sharesshares.ioHQ: Paris, FranceReported employees: 51-200 | Paris, France | 51-200 | Exact match | 132 contacts → |
“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…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | FUTURfutur.se HQ: Stockholm, SwedenReported employees: 51-200 | Stockholm, Sweden | 51-200 | Exact match | 127 contacts → |
“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.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Augustar Retirementaugustarfinancial.comHQ: Cincinnati, OH, United StatesReported employees: 501-1,000 | Cincinnati, OH, United States | 501-1,000 | Exact match | 121 contacts → |
“Don’t think of retirement planning as being scary and unknown.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  RANGErange.comHQ: Mclean, VA, United StatesReported employees: 51-200 | Mclean, VA, United States | 51-200 | Exact match | 113 contacts → |
“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…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Wealth Wizardswealthwizards.comHQ: United KingdomReported employees: 51-200 | United Kingdom | 51-200 | Exact match | 105 contacts → |
“At Wealth Wizards, we believe everyone should have access to high-quality financial advice.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  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 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Ubiquity Retirement Savingsmyubiquity.comHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 98 contacts → |
“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…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 2,219 company matches
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Retirement planning platforms: dataset insights
September 29, 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
2,209 records in the displayed employee bands.
10 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 2,219 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 29, 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 ↗
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
Questions about this company list
What does Exact match mean for 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 retirement planning platforms did RevenueBase find worldwide?
The saved snapshot records 2,219 matching company records, 32,896 tracked contacts and 9,153 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 29, 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
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Cite this list
RevenueBase Data Team. Top 25 retirement planning platforms worldwide. Snapshot: September 29, 2026. https://revenuebase.ai/companies/browse/retirement-planning-platforms.
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 25 retirement planning platforms worldwide
RevenueBase records 2,219 matching company records for retirement planning platforms worldwide, with 32,896 tracked contacts and 9,153 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 29, 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 retirement planning platforms 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 | Transamericatransamerica.com HQ: Baltimore, IL, United StatesReported employees: 5,001-10,000 | Baltimore, IL, United States | 5,001-10,000 | Exact match | 11,582 contacts → |
“Longer lifespans are changing the way we exist.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Sura Méxicoaforesura.com.mx HQ: Ciudad De Mexico, MexicoReported employees: 1,001-5,000 | Ciudad De Mexico, Mexico | 1,001-5,000 | Exact match | 2,707 contacts → |
“Bienvenido a Afore SURA, te ayudamos a crecer tu ahorro con rendimientos consistentes.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Afore Coppelaforecoppel.com HQ: MexicoReported employees: 5,001-10,000 | Mexico | 5,001-10,000 | Exact match | 672 contacts → |
“Afore Coppel is a financial services company based out of Mexico.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | 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 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | PAI Retirement Servicesascensus.com HQ: De Pere, WI, United StatesReported employees: 51-200 | De Pere, WI, United States | 51-200 | Exact match | 299 contacts → |
“PAi provides 401(k) retirement savings solutions to small businesses nationwide.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | 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 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | AIG Retirement Servicescorebridgefinancial.com HQ: Houston, TX, United StatesReported employees: 1,001-5,000 | Houston, TX, United States | 1,001-5,000 | Exact match | 264 contacts → |
“AIG Retirement Services is now Corebridge Financial.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Natixis Interépargneinterepargne.natixis.com HQ: FranceReported employees: 501-1,000 | France | 501-1,000 | Exact match | 213 contacts → |
“Natixis Interépargne, leader de l’épargne d’entreprise responsable.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | July Business Servicesjulyservices.com HQ: Waco, TX, United StatesReported employees: 201-500 | Waco, TX, United States | 201-500 | Exact match | 197 contacts → |
“For over 30 years, JULY has helped financial advisors, TPAs, and employers build stronger retirement futures.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Planmember Financial Corporationplanmember.com HQ: Carpinteria, CA, United StatesReported employees: 51-200 | Carpinteria, CA, United States | 51-200 | Exact match | 191 contacts → |
“Headquartered in Carpinteria, California just south of Santa Barbara, PlanMember Financial Corporation is a leader in the retirement planning market with more than 500…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Conquest Planningconquestplanning.com HQ: Winnipeg, MB, CanadaReported employees: 51-200 | Winnipeg, MB, Canada | 51-200 | Exact match | 180 contacts → |
“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…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Reevesreevesifa.com HQ: Newcastle Upon Tyne, United KingdomReported employees: 51-200 | Newcastle Upon Tyne, United Kingdom | 51-200 | Exact match | 176 contacts → |
“Reeves helps successful individuals enjoy their future.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Factohrfactohr.com HQ: Mumbai, IndiaReported employees: 201-500 | Mumbai, India | 201-500 | Exact match | 165 contacts → |
“factoHR offers a comprehensive, cloud-based solution to revolutionize the way organizations manage retirement benefits, provident funds, gratuity, and superannuation trusts.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Brightpensioenbrightpensioen.nl HQ: Amsterdam, NetherlandsReported employees: Not recorded | Amsterdam, Netherlands | Not recorded | Exact match | 155 contacts → |
“BrightPensioen - Zelf eenvoudig je pensioen regelen bij BrightPensioen: Je eigen online pensioenrekening Gezamenlijk beleggen tegen kostprijs Een vaste vergoeding voor onze…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | James HAY Partnershipjameshay.co.uk HQ: Salisbury, United KingdomReported employees: 201-500 | Salisbury, United Kingdom | 201-500 | Exact match | 149 contacts → |
“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.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Rightcapitalrightcapital.com HQ: Shelton, CT, United StatesReported employees: 51-200 | Shelton, CT, United States | 51-200 | Exact match | 148 contacts → |
“RightCapital is financial planning software done right.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Slavic401kslavic401k.com HQ: Boca Raton, FL, United StatesReported employees: 201-500 | Boca Raton, FL, United States | 201-500 | Exact match | 147 contacts → |
“Slavic401k provides retirement savings solutions for small businesses, including a 401(k) administration platform that is custom tailored to the needs of PEOs, associations…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Picturewealthpicturewealth.com HQ: Perth, AustraliaReported employees: 51-200 | Perth, Australia | 51-200 | Exact match | 141 contacts → |
“PictureWealth connects more advice to more lives.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Sharesshares.io HQ: Paris, FranceReported employees: 51-200 | Paris, France | 51-200 | Exact match | 132 contacts → |
“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…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | FUTURfutur.se HQ: Stockholm, SwedenReported employees: 51-200 | Stockholm, Sweden | 51-200 | Exact match | 127 contacts → |
“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.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Augustar Retirementaugustarfinancial.com HQ: Cincinnati, OH, United StatesReported employees: 501-1,000 | Cincinnati, OH, United States | 501-1,000 | Exact match | 121 contacts → |
“Don’t think of retirement planning as being scary and unknown.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | RANGErange.com HQ: Mclean, VA, United StatesReported employees: 51-200 | Mclean, VA, United States | 51-200 | Exact match | 113 contacts → |
“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…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Wealth Wizardswealthwizards.com HQ: United KingdomReported employees: 51-200 | United Kingdom | 51-200 | Exact match | 105 contacts → |
“At Wealth Wizards, we believe everyone should have access to high-quality financial advice.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | 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 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Ubiquity Retirement Savingsmyubiquity.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 98 contacts → |
“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…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Retirement planning platforms: dataset insights
September 29, 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
2,209 records in the displayed employee bands.
10 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 2,219 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 29, 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 ↗
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
Questions about this company list
What does Exact match mean for 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 retirement planning platforms did RevenueBase find worldwide?
The saved snapshot records 2,219 matching company records, 32,896 tracked contacts and 9,153 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 29, 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.
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Cite this list
RevenueBase Data Team. Top 25 retirement planning platforms worldwide. Snapshot: September 29, 2026. https://revenuebase.ai/companies/browse/retirement-planning-platforms.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗