Company lists · Data refreshed September 2026

Top 25 Retirement planning software developers based in the United States

RevenueBase identified 176 retirement planning software developers headquartered in the United States as of September 2026 and tracks 1,327 professional contacts across them, including 393 with verified work emails. Scottsdale is the largest hub.

This list covers retirement planning software developers headquartered in the United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 29, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 29, 2026 86% judged on-target in blind review
176Companies
1,327Contacts tracked
393Verified emails
Explore this list → Free signup · no credit card · 500 free credits

The 25 largest retirement planning software developers based in the United States

Ranked by team size
Top 25 of 176 retirement planning software developers based in the United States, ranked by team size, largest first. Data refreshed Sep 29, 2026. RevenueBase Smart Search rates how each company's information relates to retirement planning software developers: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidenceHouston, TX, United StatesHQ checked Sep 29, 20261,001-5,000264 contacts →

Partial evidence

“AIG Retirement Services is now Corebridge Financial.”

Source: RevenueBase Database · checked Sep 29, 2026
2Strong evidenceShelton, CT, United StatesHQ checked Sep 29, 202651-200148 contacts →

Strong evidence

“RightCapital is financial planning software done right.”

Source: RevenueBase Database · checked Sep 29, 2026
3Strong evidenceSylmar, CA, United StatesHQ checked Sep 29, 202651-20057 contacts →

Strong evidence

“Retirement Plan Software, Documents, 5500 Forms & More….”

Source: RevenueBase Database · checked Sep 29, 2026
4Partial evidenceColumbus, OH, United StatesHQ checked Sep 29, 202611-5053 contacts →

Partial evidence

“We serve "Midwestern Millionaires": those in or near retirement, with $1M+ saved, who hate taxes, and have pensions.”

Source: RevenueBase Database · checked Sep 29, 2026
5Partial evidencePrinceton, NJ, United StatesHQ checked Sep 29, 2026201-50046 contacts →

Partial evidence

“Arrowpoint Technologies is a premier software product and services company.”

Source: RevenueBase Database · checked Sep 29, 2026
6Strong evidenceGolden, CO, United StatesHQ checked Sep 29, 202611-5038 contacts →

Strong evidence

“Income Lab provides financial advisors with cutting-edge software for ongoing retirement income management and client engagement.”

Source: RevenueBase Database · checked Sep 29, 2026
7Partial evidencePalo Alto, CA, United StatesHQ checked Sep 29, 202611-5029 contacts →

Partial evidence

“Retirement.”

Source: RevenueBase Database · checked Sep 29, 2026
8Partial evidenceSaint Louis, MO, United StatesHQ checked Sep 29, 202611-5026 contacts →

Partial evidence

“We are financial advisors who help you strategize your retirement.”

Source: RevenueBase Database · checked Sep 29, 2026
9Partial evidenceScottsdale, AZ, United StatesHQ checked Sep 29, 202611-5024 contacts →

Partial evidence

“iJoin’s highly personalized goal-based retirement plan experience helps people immediately understand their retirement funding needs and encourages simple actions to get on track.”

Source: RevenueBase Database · checked Sep 29, 2026
10Strong evidenceMuncie, IN, United StatesHQ checked Sep 29, 202611-5021 contacts →

Strong evidence

“Moneytree Software has a rich history in financial planning and an eye for making the complex-simple.”

Source: RevenueBase Database · checked Sep 29, 2026
11Indirect evidenceAtlanta, GA, United StatesHQ checked Sep 29, 202611-5020 contacts →

Indirect evidence

“Our mission is pretty simple.”

Source: RevenueBase Database · checked Sep 29, 2026
12Partial evidenceKing Of Prussia, PA, United StatesHQ checked Sep 29, 202611-5016 contacts →

Partial evidence

“Crash Proof Retirement® helps you maintain your lifestyle throughout retirement.”

Source: RevenueBase Database · checked Sep 29, 2026
13Indirect evidencePittsburgh, PA, United StatesHQ checked Sep 29, 202611-5016 contacts →

Indirect evidence

“Founded out of Carnegie Mellon University’s Swartz Center in 2019.”

Source: RevenueBase Database · checked Sep 29, 2026
14Strong evidenceSalem, OR, United StatesHQ checked Sep 29, 20261-1015 contacts →

Strong evidence

“RetireReady Solutions has been providing retirement software to advisors since 1986.”

Source: RevenueBase Database · checked Sep 29, 2026
15Partial evidenceLincolnshire, IL, United StatesHQ checked Sep 29, 202651-20014 contacts →

Partial evidence

“Procentia is an award-winning software and technology company specializing in the Pensions and Pension Risk Transfer market.”

Source: RevenueBase Database · checked Sep 29, 2026
16Partial evidenceMiddleton, MA, United StatesHQ checked Sep 29, 202611-5011 contacts →

Partial evidence

“HealthView Services is the nation’s leading producer of healthcare cost-projection software.”

Source: RevenueBase Database · checked Sep 29, 2026
17Partial evidenceHunt Valley, MD, United StatesHQ checked Sep 29, 202611-5010 contacts →

Partial evidence

“Statera Retirement from its foundation was built differently.”

Source: RevenueBase Database · checked Sep 29, 2026
18Strong evidenceTroy, MI, United StatesHQ checked Sep 29, 20261-109 contacts →

Strong evidence

“Helping you retire is what we do because We Know Retirement® City Center Financial is a Retirement Planning firm.”

Source: RevenueBase Database · checked Sep 29, 2026
19Indirect evidenceLibertyville, IL, United StatesHQ checked Sep 29, 202611-509 contacts →

Indirect evidence

“In a market that is seeing increased competition from robo-advisors, RetireUp offers registered representatives and RIAs a way to provide value by providing clients with essential…”

Source: RevenueBase Database · checked Sep 29, 2026
20Partial evidenceLincoln, NE, United StatesHQ checked Sep 29, 20261-109 contacts →

Partial evidence

“Nestimate believes the retirement industry is evolving from accumulation of assets to a spenddown phase.”

Source: RevenueBase Database · checked Sep 29, 2026
21Strong evidencePittsburgh South, PA, United StatesHQ checked Sep 29, 20261-107 contacts →

Strong evidence

“At Retire Pittsburgh, we believe retirement income planning and investing should be simple, transparent and statistically sound.”

Source: RevenueBase Database · checked Sep 29, 2026
22Strong evidenceGahanna, OH, United StatesHQ checked Sep 29, 20261-106 contacts →

Strong evidence

“Intelliplan Financial uses a simplified holistic approach to retirement income planning that coordinates investments, insurance, taxes, Social Security, Medicare & estate…”

Source: RevenueBase Database · checked Sep 29, 2026
23Strong evidenceVowinckel, PA, United StatesHQ checked Sep 29, 20261-106 contacts →

Strong evidence

“Brentmark® Software provides personal financial planning products and services for professionals and consumers: estate, financial, and retirement planning software.”

Source: RevenueBase Database · checked Sep 29, 2026
24Partial evidenceUsa, United StatesHQ checked Sep 29, 20261-106 contacts →

Partial evidence

“Retirementsystems.com - We educate you on your retirement system and personalize optimized strategies that serve your best interest.”

Source: RevenueBase Database · checked Sep 29, 2026
25Partial evidenceOrange, CA, United StatesHQ checked Sep 29, 202611-506 contacts →

Partial evidence

“Most retirement plans answer the wrong question.”

Source: RevenueBase Database · checked Sep 29, 2026

Showing 25 of 176 retirement planning software developers based in the United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 393 reachable decision-makers.

Free signup · no credit card

View the full list →

Retirement planning software developers based in the United States at a glance

As of Sep 29, 2026
29.6%Verified-email coverage
7.5Average contacts per company
1-10Median size (employees)
2.3%Largest-city concentration · Scottsdale
Sep 29, 2026Page data refreshed

Companies by employee count

1-10
126
11-50
40
51-200
8
201-500
1
1,001-5,000
1

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 176 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among retirement planning software developers, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in the United States whose own description of what they do matches “retirement planning software developers”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names retirement planning software developers), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among retirement planning software developers, and records with no verified work email. Companies headquartered outside United States are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every listed company carries at least one verified work email, 393 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on September 29, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names retirement planning software developers, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many retirement planning software developers are there based in the United States?

RevenueBase identified 176 retirement planning software developers headquartered in the United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

AIG Retirement Services, headquartered in Houston, tops this list with the largest team on record.

Which city has the most retirement planning software developers?

Scottsdale leads with 4 headquartered companies, followed by Atlanta (3) and Austin (3).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 393 verified decision-maker contacts tracked across these 176 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 29, 2026.

Ready to reach these companies? Verified emails and direct dials for all 176 retirement planning software developers based in the United States. Start with a free account, no credit card.

Download this list →

Related lists

About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.