Company lists · Data refreshed November 2026
Top 25 Retirement planning software companies worldwide
RevenueBase identified 922 company matches for retirement planning software companies worldwide as of November 2026 and tracks 23,130 professional contacts across them, including 6,354 with verified work emails. The United States is the largest market and New York the largest hub.
This list covers company matches for retirement planning software companies worldwide, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed November 5, 2026. Country and city lists for retirement planning software companies 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 software companies worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 12,182 contacts → | ||||
Exact match “Longer lifespans are changing the way we exist.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 2 | 761 contacts → | ||||
Exact match “Corebridge Financial” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 3 | 740 contacts → | ||||
Exact match “Afore Coppel is a financial services company based out of Mexico.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 4 | 634 contacts → | ||||
Exact match “eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 5 | 212 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 · Nov 5, 2026 · View company records in RevenueBase | |||||
| 6 | 205 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 · Nov 5, 2026 · View company records in RevenueBase | |||||
| 7 | 205 contacts → | ||||
Exact match “YCharts is an investment research and proposal generating software that enables smarter investment decisions and better client engagement.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 8 | 158 contacts → | ||||
Exact match “Reeves helps successful individuals enjoy their future.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 9 | 150 contacts → | ||||
Exact match “RightCapital is financial planning software done right.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 10 | 127 contacts → | ||||
Exact match “Don’t think of retirement planning as being scary and unknown.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 11 | 90 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 12 | 78 contacts → | ||||
Exact match “Migros-Pensionskasse is an insurance company based out of WIESENSTRASSE 15, Schlieren, Zürich, Switzerland.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 13 | 76 contacts → | ||||
Exact match “B.O.S.S.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 14 | 72 contacts → | ||||
Exact match “Dunstan Thomas (DT) are a leading UK WealthTech partner, having spent over 30 years at the heart of WealthTech innovation.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 15 | 63 contacts → | ||||
Exact match “We serve "Midwestern Millionaires": those in or near retirement, with $1M+ saved, who hate taxes, and have pensions.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 16 | 62 contacts → | ||||
Exact match “Retirement Plan Software, Documents, 5500 Forms & More….” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 17 | 61 contacts → | ||||
Exact match “Common Wealth is Canada's fastest-growing group retirement provider, serving over 1,700 employers across the country.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 18 | 61 contacts → | ||||
Exact match “A RevisaPrev é uma startup de impacto que apresenta uma solução tecnológica inédita capaz de planejar e revisar automaticamente benefícios previdenciários, como aposentadoria…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 19 | 51 contacts → | ||||
Exact match “Universal Retirement is committed to helping people overcome the retirement epidemic in the United States today.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 20 | 50 contacts → | ||||
Exact match “Financial and Tax planning” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 21 | 48 contacts → | ||||
Exact match “Boldin delivers a collaborative financial planning solution to consumers, enterprises, and financial advisors with innovative software, embedded digital coaching, and educational…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 22 | 48 contacts → | ||||
Exact match “Arrowpoint Technologies is a premier software product and services company.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 23 | 47 contacts → | ||||
Exact match “PensionBox is India’s first pension & retirement planning platform.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 24 | 44 contacts → | ||||
Exact match “Founded by Certified Financial Planning Practitioner H.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 25 | 42 contacts → | ||||
Exact match “Income Lab provides financial advisors with cutting-edge software for ongoing retirement income management and client engagement.” Recorded in the RevenueBase company graph · Nov 5, 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 software companies”. 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 922 retirement planning software companies worldwide
See the full list, filter by size, metro and specialty, and access 6,354 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Retirement planning software companies worldwide at a glance
As of Nov 5, 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 software companies are linked below.
- What qualifies
- Company records worldwide whose business descriptions match “retirement planning software companies” 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 6,354 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on November 5, 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 software companies by location
3 lists · largest firstEvery Retirement planning software 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 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 software companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many retirement planning software companies are there worldwide?
RevenueBase identified 922 company matches for retirement planning software companies worldwide as of November 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
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 software companies?
The United States leads with 602 companies, followed by the United Kingdom (40) and Canada (28). Every retirement planning software companies list by country and city is linked on this page.
Which city has the most retirement planning software companies?
New York leads with 9 company records, followed by Charlotte (8) and Toronto (8).
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 6,354 professional contacts with verified work emails tracked across these 922 companies; direct dials are available where recorded.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on November 5, 2026.
Ready to reach these companies? Verified emails and direct dials for all 922 retirement planning software companies 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 software companies worldwide
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 922 matching company records for retirement planning software companies worldwide, with 23,130 tracked contacts and 6,354 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: November 5, 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 software companies 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 | 12,182 contacts → |
“Longer lifespans are changing the way we exist.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  VALICcorebridgefinancial.comHQ: Houston, TX, United StatesReported employees: 1,001-5,000 | Houston, TX, United States | 1,001-5,000 | Exact match | 761 contacts → |
“Corebridge Financial” Recorded description excerpt · November 5, 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 | 740 contacts → |
“Afore Coppel is a financial services company based out of Mexico.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Emoney Advisoremoneyadvisor.comHQ: Radnor, PA, United StatesReported employees: 501-1,000 | Radnor, PA, United States | 501-1,000 | Exact match | 634 contacts → |
“eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Planmember Financial Corporationplanmember.comHQ: Carpinteria, CA, United StatesReported employees: 51-200 | Carpinteria, CA, United States | 51-200 | Exact match | 212 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 · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Conquest Planningconquestplanning.comHQ: Winnipeg, MB, CanadaReported employees: 51-200 | Winnipeg, MB, Canada | 51-200 | Exact match | 205 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 · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Ychartsycharts.comHQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 205 contacts → |
“YCharts is an investment research and proposal generating software that enables smarter investment decisions and better client engagement.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Reevesreevesifa.comHQ: Newcastle Upon Tyne, United KingdomReported employees: 51-200 | Newcastle Upon Tyne, United Kingdom | 51-200 | Exact match | 158 contacts → |
“Reeves helps successful individuals enjoy their future.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Rightcapitalrightcapital.comHQ: Shelton, CT, United StatesReported employees: 51-200 | Shelton, CT, United States | 51-200 | Exact match | 150 contacts → |
“RightCapital is financial planning software done right.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Augustar Retirementaugustarfinancial.comHQ: Cincinnati, OH, United StatesReported employees: 501-1,000 | Cincinnati, OH, United States | 501-1,000 | Exact match | 127 contacts → |
“Don’t think of retirement planning as being scary and unknown.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Retirement Advantagecanadalife.co.ukHQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 90 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 12 |  Migros-Pensionskassempk.chHQ: Schlieren, SwitzerlandReported employees: 201-500 | Schlieren, Switzerland | 201-500 | Exact match | 78 contacts → |
“Migros-Pensionskasse is an insurance company based out of WIESENSTRASSE 15, Schlieren, Zürich, Switzerland.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  B.O.S.S. Retirement Solutionsbossretirement.comHQ: Lehi, UT, United StatesReported employees: 51-200 | Lehi, UT, United States | 51-200 | Exact match | 76 contacts → |
“B.O.S.S.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Dunstan Thomas DTdthomas.co.ukHQ: Portsmouth, United KingdomReported employees: 51-200 | Portsmouth, United Kingdom | 51-200 | Exact match | 72 contacts → |
“Dunstan Thomas (DT) are a leading UK WealthTech partner, having spent over 30 years at the heart of WealthTech innovation.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Peak Retirement Planning, INCpeakretirementplanning.comHQ: Columbus, OH, United StatesReported employees: 11-50 | Columbus, OH, United States | 11-50 | Exact match | 63 contacts → |
“We serve "Midwestern Millionaires": those in or near retirement, with $1M+ saved, who hate taxes, and have pensions.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Actuarial Systems Corporation - ASCasc-net.comHQ: Sylmar, CA, United StatesReported employees: 51-200 | Sylmar, CA, United States | 51-200 | Exact match | 62 contacts → |
“Retirement Plan Software, Documents, 5500 Forms & More….” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Common Wealth Retirementcommonwealthretirement.comHQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 61 contacts → |
“Common Wealth is Canada's fastest-growing group retirement provider, serving over 1,700 employers across the country.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Revisaprevrevisaprev.com.brHQ: São José Do Rio Preto, BrazilReported employees: 51-200 | São José Do Rio Preto, Brazil | 51-200 | Exact match | 61 contacts → |
“A RevisaPrev é uma startup de impacto que apresenta uma solução tecnológica inédita capaz de planejar e revisar automaticamente benefícios previdenciários, como aposentadoria…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Universal Retirementuniret.comHQ: Las Vegas, NV, United StatesReported employees: 11-50 | Las Vegas, NV, United States | 11-50 | Exact match | 51 contacts → |
“Universal Retirement is committed to helping people overcome the retirement epidemic in the United States today.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | John Lewis Financialsierrataxandfinancial.com HQ: Torrance, CA, United StatesReported employees: Not recorded | Torrance, CA, United States | Not recorded | Exact match | 50 contacts → |
“Financial and Tax planning” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Boldinboldin.comHQ: Mill Valley, CA, United StatesReported employees: 51-200 | Mill Valley, CA, United States | 51-200 | Exact match | 48 contacts → |
“Boldin delivers a collaborative financial planning solution to consumers, enterprises, and financial advisors with innovative software, embedded digital coaching, and educational…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Arrowpoint Technologies LTDarrowpointtechnologies.comHQ: Princeton, NJ, United StatesReported employees: 201-500 | Princeton, NJ, United States | 201-500 | Exact match | 48 contacts → |
“Arrowpoint Technologies is a premier software product and services company.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Pensionboxpensionbox.inHQ: Bengaluru North, IndiaReported employees: 51-200 | Bengaluru North, India | 51-200 | Exact match | 47 contacts → |
“PensionBox is India’s first pension & retirement planning platform.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Asset-Mapasset-map.comHQ: Philadelphia, PA, United StatesReported employees: 11-50 | Philadelphia, PA, United States | 11-50 | Exact match | 44 contacts → |
“Founded by Certified Financial Planning Practitioner H.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Income LABincomelab.ioHQ: Golden, CO, United StatesReported employees: 11-50 | Golden, CO, United States | 11-50 | Exact match | 42 contacts → |
“Income Lab provides financial advisors with cutting-edge software for ongoing retirement income management and client engagement.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 922 company matches
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Retirement planning software companies: dataset insights
November 5, 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
919 records in the displayed employee bands.
3 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 922 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 5, 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 software companies by location
3 lists · largest firstEvery Retirement planning software companies list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
Questions about this company list
What does Exact match mean for retirement planning software companies?
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 software companies did RevenueBase find worldwide?
The saved snapshot records 922 matching company records, 23,130 tracked contacts and 6,354 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: November 5, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Browse the directory
Cite this list
RevenueBase Data Team. Top 25 retirement planning software companies worldwide. Snapshot: November 5, 2026. https://revenuebase.ai/companies/browse/retirement-planning-software-companies.
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 software companies worldwide
RevenueBase records 922 matching company records for retirement planning software companies worldwide, with 23,130 tracked contacts and 6,354 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: November 5, 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 software companies 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 | 12,182 contacts → |
“Longer lifespans are changing the way we exist.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | VALICcorebridgefinancial.com HQ: Houston, TX, United StatesReported employees: 1,001-5,000 | Houston, TX, United States | 1,001-5,000 | Exact match | 761 contacts → |
“Corebridge Financial” Recorded description excerpt · November 5, 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 | 740 contacts → |
“Afore Coppel is a financial services company based out of Mexico.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Emoney Advisoremoneyadvisor.com HQ: Radnor, PA, United StatesReported employees: 501-1,000 | Radnor, PA, United States | 501-1,000 | Exact match | 634 contacts → |
“eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Planmember Financial Corporationplanmember.com HQ: Carpinteria, CA, United StatesReported employees: 51-200 | Carpinteria, CA, United States | 51-200 | Exact match | 212 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 · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Conquest Planningconquestplanning.com HQ: Winnipeg, MB, CanadaReported employees: 51-200 | Winnipeg, MB, Canada | 51-200 | Exact match | 205 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 · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Ychartsycharts.com HQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 205 contacts → |
“YCharts is an investment research and proposal generating software that enables smarter investment decisions and better client engagement.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Reevesreevesifa.com HQ: Newcastle Upon Tyne, United KingdomReported employees: 51-200 | Newcastle Upon Tyne, United Kingdom | 51-200 | Exact match | 158 contacts → |
“Reeves helps successful individuals enjoy their future.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Rightcapitalrightcapital.com HQ: Shelton, CT, United StatesReported employees: 51-200 | Shelton, CT, United States | 51-200 | Exact match | 150 contacts → |
“RightCapital is financial planning software done right.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Augustar Retirementaugustarfinancial.com HQ: Cincinnati, OH, United StatesReported employees: 501-1,000 | Cincinnati, OH, United States | 501-1,000 | Exact match | 127 contacts → |
“Don’t think of retirement planning as being scary and unknown.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Retirement Advantagecanadalife.co.uk HQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 90 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 12 | Migros-Pensionskassempk.ch HQ: Schlieren, SwitzerlandReported employees: 201-500 | Schlieren, Switzerland | 201-500 | Exact match | 78 contacts → |
“Migros-Pensionskasse is an insurance company based out of WIESENSTRASSE 15, Schlieren, Zürich, Switzerland.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | B.O.S.S. Retirement Solutionsbossretirement.com HQ: Lehi, UT, United StatesReported employees: 51-200 | Lehi, UT, United States | 51-200 | Exact match | 76 contacts → |
“B.O.S.S.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Dunstan Thomas DTdthomas.co.uk HQ: Portsmouth, United KingdomReported employees: 51-200 | Portsmouth, United Kingdom | 51-200 | Exact match | 72 contacts → |
“Dunstan Thomas (DT) are a leading UK WealthTech partner, having spent over 30 years at the heart of WealthTech innovation.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Peak Retirement Planning, INCpeakretirementplanning.com HQ: Columbus, OH, United StatesReported employees: 11-50 | Columbus, OH, United States | 11-50 | Exact match | 63 contacts → |
“We serve "Midwestern Millionaires": those in or near retirement, with $1M+ saved, who hate taxes, and have pensions.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Actuarial Systems Corporation - ASCasc-net.com HQ: Sylmar, CA, United StatesReported employees: 51-200 | Sylmar, CA, United States | 51-200 | Exact match | 62 contacts → |
“Retirement Plan Software, Documents, 5500 Forms & More….” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Common Wealth Retirementcommonwealthretirement.com HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 61 contacts → |
“Common Wealth is Canada's fastest-growing group retirement provider, serving over 1,700 employers across the country.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Revisaprevrevisaprev.com.br HQ: São José Do Rio Preto, BrazilReported employees: 51-200 | São José Do Rio Preto, Brazil | 51-200 | Exact match | 61 contacts → |
“A RevisaPrev é uma startup de impacto que apresenta uma solução tecnológica inédita capaz de planejar e revisar automaticamente benefícios previdenciários, como aposentadoria…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Universal Retirementuniret.com HQ: Las Vegas, NV, United StatesReported employees: 11-50 | Las Vegas, NV, United States | 11-50 | Exact match | 51 contacts → |
“Universal Retirement is committed to helping people overcome the retirement epidemic in the United States today.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | John Lewis Financialsierrataxandfinancial.com HQ: Torrance, CA, United StatesReported employees: Not recorded | Torrance, CA, United States | Not recorded | Exact match | 50 contacts → |
“Financial and Tax planning” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Boldinboldin.com HQ: Mill Valley, CA, United StatesReported employees: 51-200 | Mill Valley, CA, United States | 51-200 | Exact match | 48 contacts → |
“Boldin delivers a collaborative financial planning solution to consumers, enterprises, and financial advisors with innovative software, embedded digital coaching, and educational…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Arrowpoint Technologies LTDarrowpointtechnologies.com HQ: Princeton, NJ, United StatesReported employees: 201-500 | Princeton, NJ, United States | 201-500 | Exact match | 48 contacts → |
“Arrowpoint Technologies is a premier software product and services company.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Pensionboxpensionbox.in HQ: Bengaluru North, IndiaReported employees: 51-200 | Bengaluru North, India | 51-200 | Exact match | 47 contacts → |
“PensionBox is India’s first pension & retirement planning platform.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Asset-Mapasset-map.com HQ: Philadelphia, PA, United StatesReported employees: 11-50 | Philadelphia, PA, United States | 11-50 | Exact match | 44 contacts → |
“Founded by Certified Financial Planning Practitioner H.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Income LABincomelab.io HQ: Golden, CO, United StatesReported employees: 11-50 | Golden, CO, United States | 11-50 | Exact match | 42 contacts → |
“Income Lab provides financial advisors with cutting-edge software for ongoing retirement income management and client engagement.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 922 company matches
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Retirement planning software companies: dataset insights
November 5, 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
919 records in the displayed employee bands.
3 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 922 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 5, 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 software companies by location
3 lists · largest firstEvery Retirement planning software companies list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
Questions about this company list
What does Exact match mean for retirement planning software companies?
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 software companies did RevenueBase find worldwide?
The saved snapshot records 922 matching company records, 23,130 tracked contacts and 6,354 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: November 5, 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 software companies worldwide. Snapshot: November 5, 2026. https://revenuebase.ai/companies/browse/retirement-planning-software-companies.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗