Company lists · Data refreshed September 2026
Top 25 Retirement planning software developers worldwide
RevenueBase identified 364 retirement planning software developers worldwide as of September 2026 and tracks 3,442 professional contacts across them, including 882 with verified work emails. The United States is the largest market and Toronto the largest hub.
This list covers retirement planning software developers worldwide, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 29, 2026. Country and city lists for retirement planning software developers follow the table.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 25 largest retirement planning software developers worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 672 contacts → | ||||
Indirect evidence “Afore Coppel is a financial services company based out of Mexico.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 2 | 264 contacts → | ||||
Partial evidence “AIG Retirement Services is now Corebridge Financial.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 3 | 180 contacts → | ||||
Strong evidence “Conquest Planning is a leading financial planning software company headquartered in Canada with offices in the UK and USA with a purpose-driven approach to delivering financial…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 4 | 148 contacts → | ||||
Strong evidence “RightCapital is financial planning software done right.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 5 | 70 contacts → | ||||
Indirect evidence “Dunstan Thomas (DT) are a leading UK WealthTech partner, having spent over 30 years at the heart of WealthTech innovation.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 6 | 57 contacts → | ||||
Strong evidence “Retirement Plan Software, Documents, 5500 Forms & More….” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 7 | 53 contacts → | ||||
Partial evidence “Common Wealth is Canada's fastest-growing group retirement provider, serving over 1,700 employers across the country.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 8 | 53 contacts → | ||||
Partial evidence “We serve "Midwestern Millionaires": those in or near retirement, with $1M+ saved, who hate taxes, and have pensions.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 9 | 48 contacts → | ||||
Strong evidence “PensionBox is India’s first pension & retirement planning platform.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 10 | 46 contacts → | ||||
Partial evidence “Arrowpoint Technologies is a premier software product and services company.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 11 | 42 contacts → | ||||
Indirect evidence “A RevisaPrev é uma startup de impacto que apresenta uma solução tecnológica inédita capaz de planejar e revisar automaticamente uma aposentadoria, observando as melhores…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 12 | 38 contacts → | ||||
Strong evidence “Income Lab provides financial advisors with cutting-edge software for ongoing retirement income management and client engagement.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 13 | 29 contacts → | ||||
Partial evidence “Retirement.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 14 | 26 contacts → | ||||
Partial evidence “We are financial advisors who help you strategize your retirement.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 15 | 24 contacts → | ||||
Partial evidence “iJoin’s highly personalized goal-based retirement plan experience helps people immediately understand their retirement funding needs and encourages simple actions to get on track.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 16 | 21 contacts → | ||||
Strong evidence “Moneytree Software has a rich history in financial planning and an eye for making the complex-simple.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 17 | 20 contacts → | ||||
Indirect evidence “Our mission is pretty simple.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 18 | 16 contacts → | ||||
Partial evidence “Crash Proof Retirement® helps you maintain your lifestyle throughout retirement.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 19 | 16 contacts → | ||||
Indirect evidence “Founded out of Carnegie Mellon University’s Swartz Center in 2019.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 20 | 15 contacts → | ||||
Strong evidence “RetireReady Solutions has been providing retirement software to advisors since 1986.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 21 | 14 contacts → | ||||
Indirect evidence “Plutosoft was created by financial planners for financial planners.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 22 | 14 contacts → | ||||
Indirect evidence “Pensioensoftware met oplossingen voor werknemers, ondernemers en dga’s.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 23 | 14 contacts → | ||||
Partial evidence “Procentia is an award-winning software and technology company specializing in the Pensions and Pension Risk Transfer market.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 24 | 14 contacts → | ||||
Partial evidence “We offer a service to Australians aged 50 - 75 where we project and stress test your retirement plans and savings so you know you're on track and can make fully informed decisions…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 25 | 13 contacts → | ||||
Partial evidence “Everyone will need to ask themselves the same question one day."How to put together everything I have to get what I want for the rest of my days in retirement" Once someone…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: retirement planning software developers. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names retirement planning software developers.
- Partial evidence
- Its own public description names part of retirement planning software developers, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name retirement planning software developers. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 25 of 364 retirement planning software developers worldwide
See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 882 reachable decision-makers.
Free signup · no credit card
Retirement planning software developers worldwide at a glance
As of Sep 29, 2026Companies by employee count
Email recency is reported on each country list linked below.
How this list was built
Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among retirement planning software developers, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
- Coverage
- Every country. Country and city lists for retirement planning software developers are linked below.
- What qualifies
- Companies worldwide whose own description of what they do matches “retirement planning software developers”. Matching reads each company's description, not its industry code or its name.
- RevenueBase Smart Search
- RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names retirement planning software developers), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
- What we exclude
- Companies whose own description does not clearly place them among retirement planning software developers, and records with no verified work email.
- Match quality
- In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every listed company carries at least one verified work email, 882 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on September 29, 2026. Lists refresh periodically as the graph is re-checked.
- Corrections
- Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.
Retirement planning software developers by location
1 lists · largest firstEvery Retirement planning software developers list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
Frequently asked
What is RevenueBase Smart Search?
RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names retirement planning software developers, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.
How many retirement planning software developers are there worldwide?
RevenueBase identified 364 retirement planning software developers worldwide as of September 2026, matched on each company's own description of what it does rather than its industry code.
What is the largest company on this list?
Afore Coppel, headquartered in Mexico, tops this list with the largest team on record.
Which country has the most retirement planning software developers?
The United States leads with 176 companies. Every retirement planning software developers list by country and city is linked on this page.
Which city has the most retirement planning software developers?
Toronto leads with 8 headquartered companies, followed by Paris (6) and London (4).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 882 verified decision-maker contacts tracked across these 364 companies.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 29, 2026.
Ready to reach these companies? Verified emails and direct dials for all 364 retirement planning software developers worldwide. Start with a free account, no credit card.
Download this list →Related lists
Browse the directory
About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.