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RetireOne logo — Fiduciary Annuity + Insurance Marketplace

RetireOne

Fiduciary Annuity + Insurance Marketplace

Founded 2011 United States San Francisco, United States 25 employees Venture round Total: $4.65M Finance, Financial Services +3

General Information

Company Name RetireOne
Founded Year 2011
Location United States San Francisco, United States
Employees 25
Industries Finance, Financial Services, Insurance +2
Funding Stage Venture round
Social

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About RetireOne

RetireOne is a Fiduciary Annuity + Insurance Marketplace startup that has been serving over 1,000 RIAs and fee-based advisors since 2011. It is positioned as the leading, independent platform for fee-based insurance solutions, with offerings from multiple "A" rated companies accessible at no additional cost to advisors or their clients. Having received a $650.00K Venture Round investment on 01 April 2013 from Polaris Partners, RetireOne has demonstrated its potential in the market. With a focus on Finance, Financial Services, Insurance, Insurtech, and Wealth Management industries, the company is headquartered in the United States. Since its founding, RetireOne has managed to amass over $1.4 billion of retirement savings and income investments, showcasing the company's significant growth and trajectory. RetireOne aims to revolutionize access to low-cost, innovative insurance solutions, empowering investors to retire with confidence. The company is active in sharing relevant articles and media for financial professionals, with a disclaimer that the shared content does not necessarily reflect the opinions of RetireOne, its leadership team, or employees. This demonstrates the company's commitment to providing comprehensive and unbiased information to its target market.

Business keywords: Insurance Marketplace, Fiduciary Annuity, Retirement Solutions, Fee-Based Advisors, Investment Platform, RIA Services, Wealth Management, Annuities, Fixed Indexed Annuities, Variable Annuities, Contingent Deferred Annuities, Immediate Annuities, Principal Protection, Wealth Transfer, Retirement Income

Funding Rounds & Investors (2)

View All
Funding Stage Amount Investors Lead Investors Date
Venture Round $650.00K 1
Polaris Partners
Polaris Partners
01 Apr 2013
Venture Round $4.00M 2
Polaris Partners Menagerie Investments and Holdings
Polaris Partners, Menagerie Investments and Holdings
03 Feb 2012

RetireOne Alternatives & Competitors

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RetireOne vs
Oak Harvest Financial Group
Oak Harvest Financial Group United States

Independent financial services firm helping individuals create investment strategies and financial p...

43 employees
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RetireOne vs
E4 Insurance Services
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RetireOne vs
Fidelity Investments
Fidelity Investments United States

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FAQ About RetireOne

Fiduciary Annuity + Insurance Marketplace
RetireOne was founded in 2011.
RetireOne is headquartered in San Francisco, United States.
RetireOne operates in Finance, Financial Services, Insurance, Insurtech and Wealth Management. Its work centres on Insurance Marketplace, Fiduciary Annuity, Retirement Solutions and Fee-Based Advisors.
RetireOne has approximately 25 employees.
RetireOne has completed 2 funding rounds, raising a total of $4.65M. The latest funding stage is Venture round.
Top alternatives and competitors to RetireOne include Oak Harvest Financial Group, E4 Insurance Services, Fidelity Investments, Just SA, Ross Wealth Advisors, LLC. . These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
RetireOne and Oak Harvest Financial Group are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for RetireOne, https://bouncewatch.com/company/retireone, updated 31 December 2024. When citing, please name BounceWatch and link this page.

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