Company lists · Data refreshed September 2026
Top 25 Retirement planning platforms based in the United States
RevenueBase identified 1,416 company matches for retirement planning platforms associated with the United States as of September 2026 and tracks 22,137 professional contacts across them, including 6,957 with verified work emails. New York is the largest hub.
This list covers company matches for retirement planning platforms associated with the United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 29, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 25 largest retirement planning platforms based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 11,582 contacts → | ||||
Exact match “Longer lifespans are changing the way we exist.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 2 | 328 contacts → | ||||
Exact match “Pontera is a fintech company on a mission to help millions of Americans retire better by enabling financial advisors to securely and compliantly manage their clients' 401(k)s…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 3 | 299 contacts → | ||||
Exact match “PAi provides 401(k) retirement savings solutions to small businesses nationwide.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 4 | 265 contacts → | ||||
Exact match “Guideline is now part of Gusto.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 5 | 264 contacts → | ||||
Exact match “AIG Retirement Services is now Corebridge Financial.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 6 | 197 contacts → | ||||
Exact match “For over 30 years, JULY has helped financial advisors, TPAs, and employers build stronger retirement futures.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 7 | 191 contacts → | ||||
Exact match “Headquartered in Carpinteria, California just south of Santa Barbara, PlanMember Financial Corporation is a leader in the retirement planning market with more than 500…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 8 | 148 contacts → | ||||
Exact match “RightCapital is financial planning software done right.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 9 | 147 contacts → | ||||
Exact match “Slavic401k provides retirement savings solutions for small businesses, including a 401(k) administration platform that is custom tailored to the needs of PEOs, associations…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 10 | 121 contacts → | ||||
Exact match “Don’t think of retirement planning as being scary and unknown.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 11 | 113 contacts → | ||||
Exact match “Range is the all-in-one wealth management dashboard and expert advisory service that empowers high earners to get the most out of their money with investment management…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 12 | 99 contacts → | ||||
Exact match “401GO is a fintech retirement benefit platform.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 13 | 98 contacts → | ||||
Exact match “Since Ubiquity's mission has remained the same – to provide small business owners with qualified retirement plans that meet their needs and propel them towards bright financial…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 14 | 90 contacts → | ||||
Exact match “At MissionSquare Retirement, we are dedicated to guiding those who serve our communities toward a secure financial future.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 15 | 88 contacts → | ||||
Exact match “Retirement Clearinghouse (RCH) provides plan sponsors with services that move retirement savings forward as participants change jobs, solving the small account problem.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 16 | 86 contacts → | ||||
Exact match “Headquartered in Denver, Colorado, LT Trust, A Division of American Trust is one of America’s most technologically focused and fastest growing small business retirement plan…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 17 | 68 contacts → | ||||
Exact match “Acquired by Private Equity” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 18 | 66 contacts → | ||||
Exact match “NFP, a leading insurance broker and consultant, provides retirement consulting services that help companies and their employees reach their highest potential.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 19 | 62 contacts → | ||||
Exact match “B.O.S.S.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 20 | 57 contacts → | ||||
Exact match “The Benefit Practice is a full-service, independent retirement consulting firm specializing in the design and implementation of client-focused retirement benefits programs.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 21 | 57 contacts → | ||||
Exact match “Strongpoint Partners is an Inc.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 22 | 57 contacts → | ||||
Exact match “Retirement Plan Software, Documents, 5500 Forms & More….” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 23 | 53 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 · Sep 29, 2026 · View company records in RevenueBase | |||||
| 24 | 51 contacts → | ||||
Exact match “Provide retirement benefits your employees will rave about.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 25 | 49 contacts → | ||||
Exact match “Financial and Tax planning” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “retirement planning platforms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 1,416 retirement planning platforms based in the United States
See the full list, filter by size, metro and specialty, and access 6,957 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Retirement planning platforms based in the United States at a glance
As of Sep 29, 2026Companies by employee count
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 1,416 companies.
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.
- What qualifies
- Company records associated with the United States whose business descriptions match “retirement planning platforms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. 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 6,957 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on September 29, 2026. Lists refresh periodically as the graph is re-checked.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “retirement planning platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many retirement planning platforms are there based in the United States?
RevenueBase identified 1,416 company matches for retirement planning platforms associated with the United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
Transamerica tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most retirement planning platforms?
New York leads with 19 company records, followed by Scottsdale (18) and Austin (15).
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 6,957 professional contacts with verified work emails tracked across these 1,416 companies; direct dials are available where recorded.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 29, 2026.
Ready to reach these companies? Verified emails and direct dials for all 1,416 retirement planning platforms based in the United States. Start with a free account, no credit card.
Download this list →Related lists
Retirement planning platforms by geography
- Retirement planning platforms based in London, United Kingdom
- Retirement planning platforms based in Australia
- Retirement planning platforms based in Canada
- Retirement planning platforms based in France
- Retirement planning platforms based in Germany
- Retirement planning platforms based in India
- Retirement planning platforms based in the United Kingdom
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
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Retirement planning platforms based in London, United Kingdom
- Retirement planning platforms based in Australia
- Retirement planning platforms based in Canada
- Retirement planning platforms based in France
- Retirement planning platforms based in Germany
- Retirement planning platforms based in India
Company intelligence · public preview
Top 25 retirement planning platforms based in the United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 1,416 matching company records for retirement planning platforms based in the United States, with 22,137 tracked contacts and 6,957 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 29, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 retirement planning platforms based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Transamericatransamerica.comHQ: Baltimore, IL, United StatesReported employees: 5,001-10,000 | Baltimore, IL, United States | 5,001-10,000 | Exact match | 11,582 contacts → |
“Longer lifespans are changing the way we exist.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Ponterapontera.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 328 contacts → |
“Pontera is a fintech company on a mission to help millions of Americans retire better by enabling financial advisors to securely and compliantly manage their clients' 401(k)s…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  PAI Retirement Servicesascensus.comHQ: De Pere, WI, United StatesReported employees: 51-200 | De Pere, WI, United States | 51-200 | Exact match | 299 contacts → |
“PAi provides 401(k) retirement savings solutions to small businesses nationwide.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Guidelineguideline.comHQ: Burlingame, CA, United StatesReported employees: 201-500 | Burlingame, CA, United States | 201-500 | Exact match | 265 contacts → |
“Guideline is now part of Gusto.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  AIG Retirement Servicescorebridgefinancial.comHQ: Houston, TX, United StatesReported employees: 1,001-5,000 | Houston, TX, United States | 1,001-5,000 | Exact match | 264 contacts → |
“AIG Retirement Services is now Corebridge Financial.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  July Business Servicesjulyservices.comHQ: Waco, TX, United StatesReported employees: 201-500 | Waco, TX, United States | 201-500 | Exact match | 197 contacts → |
“For over 30 years, JULY has helped financial advisors, TPAs, and employers build stronger retirement futures.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Planmember Financial Corporationplanmember.comHQ: Carpinteria, CA, United StatesReported employees: 51-200 | Carpinteria, CA, United States | 51-200 | Exact match | 191 contacts → |
“Headquartered in Carpinteria, California just south of Santa Barbara, PlanMember Financial Corporation is a leader in the retirement planning market with more than 500…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Rightcapitalrightcapital.comHQ: Shelton, CT, United StatesReported employees: 51-200 | Shelton, CT, United States | 51-200 | Exact match | 148 contacts → |
“RightCapital is financial planning software done right.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Slavic401kslavic401k.comHQ: Boca Raton, FL, United StatesReported employees: 201-500 | Boca Raton, FL, United States | 201-500 | Exact match | 147 contacts → |
“Slavic401k provides retirement savings solutions for small businesses, including a 401(k) administration platform that is custom tailored to the needs of PEOs, associations…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Augustar Retirementaugustarfinancial.comHQ: Cincinnati, OH, United StatesReported employees: 501-1,000 | Cincinnati, OH, United States | 501-1,000 | Exact match | 121 contacts → |
“Don’t think of retirement planning as being scary and unknown.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  RANGErange.comHQ: Mclean, VA, United StatesReported employees: 51-200 | Mclean, VA, United States | 51-200 | Exact match | 113 contacts → |
“Range is the all-in-one wealth management dashboard and expert advisory service that empowers high earners to get the most out of their money with investment management…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  401go401go.comHQ: Sandy, UT, United StatesReported employees: 51-200 | Sandy, UT, United States | 51-200 | Exact match | 99 contacts → |
“401GO is a fintech retirement benefit platform.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Ubiquity Retirement Savingsmyubiquity.comHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 98 contacts → |
“Since Ubiquity's mission has remained the same – to provide small business owners with qualified retirement plans that meet their needs and propel them towards bright financial…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Missionsquare Retirementmissionsq.org HQ: Washington, DC, United StatesReported employees: 501-1,000 | Washington, DC, United States | 501-1,000 | Exact match | 90 contacts → |
“At MissionSquare Retirement, we are dedicated to guiding those who serve our communities toward a secure financial future.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Retirement Clearinghouserch1.comHQ: Charlotte, NC, United StatesReported employees: 51-200 | Charlotte, NC, United States | 51-200 | Exact match | 88 contacts → |
“Retirement Clearinghouse (RCH) provides plan sponsors with services that move retirement savings forward as participants change jobs, solving the small account problem.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | LT Trust, A Division Of American Trustlttrust.com HQ: Centennial, CO, United StatesReported employees: 51-200 | Centennial, CO, United States | 51-200 | Exact match | 86 contacts → |
“Headquartered in Denver, Colorado, LT Trust, A Division of American Trust is one of America’s most technologically focused and fastest growing small business retirement plan…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | J.D. Mellberg Financialjdmellberg.com HQ: Tucson, AZ, United StatesReported employees: 51-200 | Tucson, AZ, United States | 51-200 | Exact match | 68 contacts → |
“Acquired by Private Equity” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  NFP Retirement Divisionnfp.comHQ: Aliso Viejo, CA, United StatesReported employees: 51-200 | Aliso Viejo, CA, United States | 51-200 | Exact match | 66 contacts → |
“NFP, a leading insurance broker and consultant, provides retirement consulting services that help companies and their employees reach their highest potential.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  B.O.S.S. Retirement Solutionsbossretirement.comHQ: Lehi, UT, United StatesReported employees: 51-200 | Lehi, UT, United States | 51-200 | Exact match | 62 contacts → |
“B.O.S.S.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  The Benefit Practicebenefitpractice.comHQ: Stamford, CT, United StatesReported employees: 51-200 | Stamford, CT, United States | 51-200 | Exact match | 57 contacts → |
“The Benefit Practice is a full-service, independent retirement consulting firm specializing in the design and implementation of client-focused retirement benefits programs.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Strongpoint Partnersstrongpointpartners.comHQ: Chicago, IL, United StatesReported employees: 501-1,000 | Chicago, IL, United States | 501-1,000 | Exact match | 57 contacts → |
“Strongpoint Partners is an Inc.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Actuarial Systems Corporation - ASCasc-net.comHQ: Sylmar, CA, United StatesReported employees: 51-200 | Sylmar, CA, United States | 51-200 | Exact match | 57 contacts → |
“Retirement Plan Software, Documents, 5500 Forms & More….” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Peak Retirement Planning, INCpeakretirementplanning.comHQ: Columbus, OH, United StatesReported employees: 11-50 | Columbus, OH, United States | 11-50 | Exact match | 53 contacts → |
“We serve "Midwestern Millionaires": those in or near retirement, with $1M+ saved, who hate taxes, and have pensions.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Forusallforusall.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 51 contacts → |
“Provide retirement benefits your employees will rave about.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | John Lewis Financialsierrataxandfinancial.com HQ: Torrance, CA, United StatesReported employees: Not recorded | Torrance, CA, United States | Not recorded | Exact match | 49 contacts → |
“Financial and Tax planning” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 1,416 company matches
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Retirement planning platforms: dataset insights
September 29, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
1,412 records in the displayed employee bands.
4 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 worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 1,416 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 29, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for retirement planning platforms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many retirement planning platforms did RevenueBase find based in the United States?
The saved snapshot records 1,416 matching company records, 22,137 tracked contacts and 6,957 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 29, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Retirement planning platforms by geography
- Retirement planning platforms based in London, United Kingdom
- Retirement planning platforms based in Australia
- Retirement planning platforms based in Canada
- Retirement planning platforms based in France
- Retirement planning platforms based in Germany
- Retirement planning platforms based in India
- Retirement planning platforms based in the United Kingdom
Cite this list
RevenueBase Data Team. Top 25 retirement planning platforms based in the United States. Snapshot: September 29, 2026. https://revenuebase.ai/companies/retirement-planning-platforms/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Retirement planning platforms based in London, United Kingdom
- Retirement planning platforms based in Australia
- Retirement planning platforms based in Canada
- Retirement planning platforms based in France
- Retirement planning platforms based in Germany
- Retirement planning platforms based in India
Company intelligence · public preview
Top 25 retirement planning platforms based in the United States
RevenueBase records 1,416 matching company records for retirement planning platforms based in the United States, with 22,137 tracked contacts and 6,957 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 29, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 retirement planning platforms based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Transamericatransamerica.com HQ: Baltimore, IL, United StatesReported employees: 5,001-10,000 | Baltimore, IL, United States | 5,001-10,000 | Exact match | 11,582 contacts → |
“Longer lifespans are changing the way we exist.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Ponterapontera.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 328 contacts → |
“Pontera is a fintech company on a mission to help millions of Americans retire better by enabling financial advisors to securely and compliantly manage their clients' 401(k)s…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | PAI Retirement Servicesascensus.com HQ: De Pere, WI, United StatesReported employees: 51-200 | De Pere, WI, United States | 51-200 | Exact match | 299 contacts → |
“PAi provides 401(k) retirement savings solutions to small businesses nationwide.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Guidelineguideline.com HQ: Burlingame, CA, United StatesReported employees: 201-500 | Burlingame, CA, United States | 201-500 | Exact match | 265 contacts → |
“Guideline is now part of Gusto.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | AIG Retirement Servicescorebridgefinancial.com HQ: Houston, TX, United StatesReported employees: 1,001-5,000 | Houston, TX, United States | 1,001-5,000 | Exact match | 264 contacts → |
“AIG Retirement Services is now Corebridge Financial.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | July Business Servicesjulyservices.com HQ: Waco, TX, United StatesReported employees: 201-500 | Waco, TX, United States | 201-500 | Exact match | 197 contacts → |
“For over 30 years, JULY has helped financial advisors, TPAs, and employers build stronger retirement futures.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Planmember Financial Corporationplanmember.com HQ: Carpinteria, CA, United StatesReported employees: 51-200 | Carpinteria, CA, United States | 51-200 | Exact match | 191 contacts → |
“Headquartered in Carpinteria, California just south of Santa Barbara, PlanMember Financial Corporation is a leader in the retirement planning market with more than 500…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Rightcapitalrightcapital.com HQ: Shelton, CT, United StatesReported employees: 51-200 | Shelton, CT, United States | 51-200 | Exact match | 148 contacts → |
“RightCapital is financial planning software done right.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Slavic401kslavic401k.com HQ: Boca Raton, FL, United StatesReported employees: 201-500 | Boca Raton, FL, United States | 201-500 | Exact match | 147 contacts → |
“Slavic401k provides retirement savings solutions for small businesses, including a 401(k) administration platform that is custom tailored to the needs of PEOs, associations…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Augustar Retirementaugustarfinancial.com HQ: Cincinnati, OH, United StatesReported employees: 501-1,000 | Cincinnati, OH, United States | 501-1,000 | Exact match | 121 contacts → |
“Don’t think of retirement planning as being scary and unknown.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | RANGErange.com HQ: Mclean, VA, United StatesReported employees: 51-200 | Mclean, VA, United States | 51-200 | Exact match | 113 contacts → |
“Range is the all-in-one wealth management dashboard and expert advisory service that empowers high earners to get the most out of their money with investment management…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | 401go401go.com HQ: Sandy, UT, United StatesReported employees: 51-200 | Sandy, UT, United States | 51-200 | Exact match | 99 contacts → |
“401GO is a fintech retirement benefit platform.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Ubiquity Retirement Savingsmyubiquity.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 98 contacts → |
“Since Ubiquity's mission has remained the same – to provide small business owners with qualified retirement plans that meet their needs and propel them towards bright financial…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Missionsquare Retirementmissionsq.org HQ: Washington, DC, United StatesReported employees: 501-1,000 | Washington, DC, United States | 501-1,000 | Exact match | 90 contacts → |
“At MissionSquare Retirement, we are dedicated to guiding those who serve our communities toward a secure financial future.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Retirement Clearinghouserch1.com HQ: Charlotte, NC, United StatesReported employees: 51-200 | Charlotte, NC, United States | 51-200 | Exact match | 88 contacts → |
“Retirement Clearinghouse (RCH) provides plan sponsors with services that move retirement savings forward as participants change jobs, solving the small account problem.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | LT Trust, A Division Of American Trustlttrust.com HQ: Centennial, CO, United StatesReported employees: 51-200 | Centennial, CO, United States | 51-200 | Exact match | 86 contacts → |
“Headquartered in Denver, Colorado, LT Trust, A Division of American Trust is one of America’s most technologically focused and fastest growing small business retirement plan…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | J.D. Mellberg Financialjdmellberg.com HQ: Tucson, AZ, United StatesReported employees: 51-200 | Tucson, AZ, United States | 51-200 | Exact match | 68 contacts → |
“Acquired by Private Equity” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | NFP Retirement Divisionnfp.com HQ: Aliso Viejo, CA, United StatesReported employees: 51-200 | Aliso Viejo, CA, United States | 51-200 | Exact match | 66 contacts → |
“NFP, a leading insurance broker and consultant, provides retirement consulting services that help companies and their employees reach their highest potential.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | B.O.S.S. Retirement Solutionsbossretirement.com HQ: Lehi, UT, United StatesReported employees: 51-200 | Lehi, UT, United States | 51-200 | Exact match | 62 contacts → |
“B.O.S.S.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | The Benefit Practicebenefitpractice.com HQ: Stamford, CT, United StatesReported employees: 51-200 | Stamford, CT, United States | 51-200 | Exact match | 57 contacts → |
“The Benefit Practice is a full-service, independent retirement consulting firm specializing in the design and implementation of client-focused retirement benefits programs.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Strongpoint Partnersstrongpointpartners.com HQ: Chicago, IL, United StatesReported employees: 501-1,000 | Chicago, IL, United States | 501-1,000 | Exact match | 57 contacts → |
“Strongpoint Partners is an Inc.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Actuarial Systems Corporation - ASCasc-net.com HQ: Sylmar, CA, United StatesReported employees: 51-200 | Sylmar, CA, United States | 51-200 | Exact match | 57 contacts → |
“Retirement Plan Software, Documents, 5500 Forms & More….” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Peak Retirement Planning, INCpeakretirementplanning.com HQ: Columbus, OH, United StatesReported employees: 11-50 | Columbus, OH, United States | 11-50 | Exact match | 53 contacts → |
“We serve "Midwestern Millionaires": those in or near retirement, with $1M+ saved, who hate taxes, and have pensions.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Forusallforusall.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 51 contacts → |
“Provide retirement benefits your employees will rave about.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | John Lewis Financialsierrataxandfinancial.com HQ: Torrance, CA, United StatesReported employees: Not recorded | Torrance, CA, United States | Not recorded | Exact match | 49 contacts → |
“Financial and Tax planning” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 1,416 company matches
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Retirement planning platforms: dataset insights
September 29, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
1,412 records in the displayed employee bands.
4 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 worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 1,416 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 29, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for retirement planning platforms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many retirement planning platforms did RevenueBase find based in the United States?
The saved snapshot records 1,416 matching company records, 22,137 tracked contacts and 6,957 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 29, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
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- Retirement planning platforms based in the United Kingdom
Cite this list
RevenueBase Data Team. Top 25 retirement planning platforms based in the United States. Snapshot: September 29, 2026. https://revenuebase.ai/companies/retirement-planning-platforms/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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- Retirement planning platforms based in London, United Kingdom
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