Company lists · Data refreshed November 2026
Top 25 Retirement planning technology companies worldwide
RevenueBase identified 1,360 company matches for retirement planning technology companies worldwide as of November 2026 and tracks 33,088 professional contacts across them, including 10,117 with verified work emails. The United States is the largest market and Charlotte the largest hub.
This list covers company matches for retirement planning technology 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 6, 2026. Country and city lists for retirement planning technology 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 technology 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 6, 2026 · View company records in RevenueBase | |||||
| 2 | 3,491 contacts → | ||||
Exact match “Jackson® (NYSE: JXN) is committed to helping clarify the complexity of retirement planning – for financial professionals and their clients.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 1,101 contacts → | ||||
Exact match “Mutual of America Financial Group is a leading provider of retirement products, services and investments to individuals and organizations.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 825 contacts → | ||||
Exact match “Somos la empresa líder y especializada en servicios financieros para el Jubilado y Pensionado (JyP) en México.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 761 contacts → | ||||
Exact match “Corebridge Financial” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 740 contacts → | ||||
Exact match “Afore Coppel is a financial services company based out of Mexico.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 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 6, 2026 · View company records in RevenueBase | |||||
| 8 | 484 contacts → | ||||
Exact match “Infosys McCamish Systems, a U.S.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 353 contacts → | ||||
Exact match “We set the benchmark for financial planning advice, technology and solutions.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 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 6, 2026 · View company records in RevenueBase | |||||
| 11 | 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 6, 2026 · View company records in RevenueBase | |||||
| 12 | 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 6, 2026 · View company records in RevenueBase | |||||
| 13 | 188 contacts → | ||||
Exact match “October Three Consulting, LLC is a full service actuarial, consulting and technology firm that is a leading force behind the reemergence of defined benefit plans across the…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 162 contacts → | ||||
Exact match “We’re building stronger, more secure financial futures for our retirement, investment and protection customers.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 158 contacts → | ||||
Exact match “Reeves helps successful individuals enjoy their future.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 150 contacts → | ||||
Exact match “RightCapital is financial planning software done right.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 137 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 127 contacts → | ||||
Exact match “Don’t think of retirement planning as being scary and unknown.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 106 contacts → | ||||
Exact match “At Wealth Wizards, we believe everyone should have access to high-quality financial advice.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 102 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 94 contacts → | ||||
Exact match “For 30 years, EV has been the tech innovator behind the UK's wealth management revolution.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 90 contacts → | ||||
Exact match “En Mercap llevamos más de 30 años desarrollando software financiero de alta calidad para el análisis y administración de carteras.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 77 contacts → | ||||
Exact match “Acquired by Private Equity” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 76 contacts → | ||||
Exact match “B.O.S.S.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 74 contacts → | ||||
Exact match “Strongpoint Partners is an Inc.” Recorded in the RevenueBase company graph · Nov 6, 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 technology 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 1,360 retirement planning technology companies worldwide
See the full list, filter by size, metro and specialty, and access 10,117 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Retirement planning technology companies worldwide at a glance
As of Nov 6, 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 technology companies are linked below.
- What qualifies
- Company records worldwide whose business descriptions match “retirement planning technology 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 10,117 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 6, 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 technology companies by location
5 lists · largest firstEvery Retirement planning technology companies list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Retirement planning technology companies based in the United States897
- Retirement planning technology companies based in the United Kingdom48
- Retirement planning technology companies based in France36
- Retirement planning technology companies based in Canada33
- Retirement planning technology companies based in Australia28
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 technology companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many retirement planning technology companies are there worldwide?
RevenueBase identified 1,360 company matches for retirement planning technology 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 technology companies?
The United States leads with 897 companies, followed by the United Kingdom (48) and France (36). Every retirement planning technology companies list by country and city is linked on this page.
Which city has the most retirement planning technology companies?
Charlotte leads with 11 company records, followed by Paris (11) and Scottsdale (11).
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 10,117 professional contacts with verified work emails tracked across these 1,360 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 6, 2026.
Ready to reach these companies? Verified emails and direct dials for all 1,360 retirement planning technology 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 technology 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 1,360 matching company records for retirement planning technology companies worldwide, with 33,088 tracked contacts and 10,117 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 6, 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 technology 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 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Jacksonjackson.comHQ: Lansing, MI, United StatesReported employees: 1,001-5,000 | Lansing, MI, United States | 1,001-5,000 | Exact match | 3,491 contacts → |
“Jackson® (NYSE: JXN) is committed to helping clarify the complexity of retirement planning – for financial professionals and their clients.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Mutual Of America Financial Groupmutualofamerica.comHQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 1,101 contacts → |
“Mutual of America Financial Group is a leading provider of retirement products, services and investments to individuals and organizations.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  DMXdmx.bizHQ: Monterrey, MexicoReported employees: 1,001-5,000 | Monterrey, Mexico | 1,001-5,000 | Exact match | 825 contacts → |
“Somos la empresa líder y especializada en servicios financieros para el Jubilado y Pensionado (JyP) en México.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  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 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  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 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  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 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Infosys Mccamish Systemsinfosysbpm.comHQ: Atlanta, GA, United StatesReported employees: 501-1,000 | Atlanta, GA, United States | 501-1,000 | Exact match | 484 contacts → |
“Infosys McCamish Systems, a U.S.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Benchmark Capitalbenchmarkcapital.co.ukHQ: United KingdomReported employees: 201-500 | United Kingdom | 201-500 | Exact match | 353 contacts → |
“We set the benchmark for financial planning advice, technology and solutions.” Recorded description excerpt · November 6, 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 | 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 6, 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 | 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 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  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 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  October Three Consultingoctoberthree.comHQ: Chicago, IL, United StatesReported employees: 201-500 | Chicago, IL, United States | 201-500 | Exact match | 188 contacts → |
“October Three Consulting, LLC is a full service actuarial, consulting and technology firm that is a leading force behind the reemergence of defined benefit plans across the…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Canada Life UK Advisercanadalife.co.ukHQ: London, United KingdomReported employees: 1,001-5,000 | London, United Kingdom | 1,001-5,000 | Exact match | 162 contacts → |
“We’re building stronger, more secure financial futures for our retirement, investment and protection customers.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  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 6, 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 | 150 contacts → |
“RightCapital is financial planning software done right.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Sharesshares.ioHQ: Paris, FranceReported employees: 51-200 | Paris, France | 51-200 | Exact match | 137 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  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 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Wealth Wizardswealthwizards.comHQ: United KingdomReported employees: 51-200 | United Kingdom | 51-200 | Exact match | 106 contacts → |
“At Wealth Wizards, we believe everyone should have access to high-quality financial advice.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Ubiquity Retirement Savingsmyubiquity.comHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 102 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  EVev.ukHQ: Newbury Business Park, United KingdomReported employees: 51-200 | Newbury Business Park, United Kingdom | 51-200 | Exact match | 94 contacts → |
“For 30 years, EV has been the tech innovator behind the UK's wealth management revolution.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Mercapmercapsoftware.comHQ: Buenos Aires, ArgentinaReported employees: 51-200 | Buenos Aires, Argentina | 51-200 | Exact match | 90 contacts → |
“En Mercap llevamos más de 30 años desarrollando software financiero de alta calidad para el análisis y administración de carteras.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  J.D. Mellberg Financialjdmellberg.comHQ: Tucson, AZ, United StatesReported employees: 51-200 | Tucson, AZ, United States | 51-200 | Exact match | 77 contacts → |
“Acquired by Private Equity” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  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 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Strongpoint Partnersstrongpointpartners.comHQ: Chicago, IL, United StatesReported employees: 501-1,000 | Chicago, IL, United States | 501-1,000 | Exact match | 74 contacts → |
“Strongpoint Partners is an Inc.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 1,360 company matches
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Retirement planning technology companies: dataset insights
November 6, 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
1,352 records in the displayed employee bands.
8 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 1,360 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 6, 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 technology companies by location
5 lists · largest firstEvery Retirement planning technology companies list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Retirement planning technology companies based in the United States897
- Retirement planning technology companies based in the United Kingdom48
- Retirement planning technology companies based in France36
- Retirement planning technology companies based in Canada33
- Retirement planning technology companies based in Australia28
Questions about this company list
What does Exact match mean for retirement planning technology 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 technology companies did RevenueBase find worldwide?
The saved snapshot records 1,360 matching company records, 33,088 tracked contacts and 10,117 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 6, 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 technology companies worldwide. Snapshot: November 6, 2026. https://revenuebase.ai/companies/browse/retirement-planning-technology-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 technology companies worldwide
RevenueBase records 1,360 matching company records for retirement planning technology companies worldwide, with 33,088 tracked contacts and 10,117 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 6, 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 technology 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 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Jacksonjackson.com HQ: Lansing, MI, United StatesReported employees: 1,001-5,000 | Lansing, MI, United States | 1,001-5,000 | Exact match | 3,491 contacts → |
“Jackson® (NYSE: JXN) is committed to helping clarify the complexity of retirement planning – for financial professionals and their clients.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Mutual Of America Financial Groupmutualofamerica.com HQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 1,101 contacts → |
“Mutual of America Financial Group is a leading provider of retirement products, services and investments to individuals and organizations.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | DMXdmx.biz HQ: Monterrey, MexicoReported employees: 1,001-5,000 | Monterrey, Mexico | 1,001-5,000 | Exact match | 825 contacts → |
“Somos la empresa líder y especializada en servicios financieros para el Jubilado y Pensionado (JyP) en México.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | 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 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | 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 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | 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 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Infosys Mccamish Systemsinfosysbpm.com HQ: Atlanta, GA, United StatesReported employees: 501-1,000 | Atlanta, GA, United States | 501-1,000 | Exact match | 484 contacts → |
“Infosys McCamish Systems, a U.S.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Benchmark Capitalbenchmarkcapital.co.uk HQ: United KingdomReported employees: 201-500 | United Kingdom | 201-500 | Exact match | 353 contacts → |
“We set the benchmark for financial planning advice, technology and solutions.” Recorded description excerpt · November 6, 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 | 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 6, 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 | 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 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | 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 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | October Three Consultingoctoberthree.com HQ: Chicago, IL, United StatesReported employees: 201-500 | Chicago, IL, United States | 201-500 | Exact match | 188 contacts → |
“October Three Consulting, LLC is a full service actuarial, consulting and technology firm that is a leading force behind the reemergence of defined benefit plans across the…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Canada Life UK Advisercanadalife.co.uk HQ: London, United KingdomReported employees: 1,001-5,000 | London, United Kingdom | 1,001-5,000 | Exact match | 162 contacts → |
“We’re building stronger, more secure financial futures for our retirement, investment and protection customers.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | 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 6, 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 | 150 contacts → |
“RightCapital is financial planning software done right.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Sharesshares.io HQ: Paris, FranceReported employees: 51-200 | Paris, France | 51-200 | Exact match | 137 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | 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 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Wealth Wizardswealthwizards.com HQ: United KingdomReported employees: 51-200 | United Kingdom | 51-200 | Exact match | 106 contacts → |
“At Wealth Wizards, we believe everyone should have access to high-quality financial advice.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Ubiquity Retirement Savingsmyubiquity.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 102 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 · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | EVev.uk HQ: Newbury Business Park, United KingdomReported employees: 51-200 | Newbury Business Park, United Kingdom | 51-200 | Exact match | 94 contacts → |
“For 30 years, EV has been the tech innovator behind the UK's wealth management revolution.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Mercapmercapsoftware.com HQ: Buenos Aires, ArgentinaReported employees: 51-200 | Buenos Aires, Argentina | 51-200 | Exact match | 90 contacts → |
“En Mercap llevamos más de 30 años desarrollando software financiero de alta calidad para el análisis y administración de carteras.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | J.D. Mellberg Financialjdmellberg.com HQ: Tucson, AZ, United StatesReported employees: 51-200 | Tucson, AZ, United States | 51-200 | Exact match | 77 contacts → |
“Acquired by Private Equity” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | 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 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Strongpoint Partnersstrongpointpartners.com HQ: Chicago, IL, United StatesReported employees: 501-1,000 | Chicago, IL, United States | 501-1,000 | Exact match | 74 contacts → |
“Strongpoint Partners is an Inc.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 1,360 company matches
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Retirement planning technology companies: dataset insights
November 6, 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
1,352 records in the displayed employee bands.
8 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 1,360 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 6, 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 technology companies by location
5 lists · largest firstEvery Retirement planning technology companies list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Retirement planning technology companies based in the United States897
- Retirement planning technology companies based in the United Kingdom48
- Retirement planning technology companies based in France36
- Retirement planning technology companies based in Canada33
- Retirement planning technology companies based in Australia28
Questions about this company list
What does Exact match mean for retirement planning technology 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 technology companies did RevenueBase find worldwide?
The saved snapshot records 1,360 matching company records, 33,088 tracked contacts and 10,117 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 6, 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 technology companies worldwide. Snapshot: November 6, 2026. https://revenuebase.ai/companies/browse/retirement-planning-technology-companies.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗