About Retirement Plan Advisory Group
Retirement Plan Advisory Group is a Financial Services company based in United States founded in 1999. Technology, solutions, and services for retirement plan advisors are offered. It operates on a Technology-Driven and Service-Oriented model. The company has since been acquired. Retirement Plan Advisory Group offers products and services including RPAG Advisor Portal, Custom Solutions, and Training & Support. Its focus areas include Retirement Planning and Advisory Services. Its legal entity is Retirement Plan Advisory Group, LLC.
Company details
Retirement Plan Advisory Group (RPAG) is recognized for offering premier technology, solutions, and services tailored for elite advisors, institutions, and service providers within the retirement planning sector. A leading retirement plan practice management platform is built to create successful outcomes by protecting plan fiduciaries and engaging plan participants. Efficient and scalable technology is provided to members, enabling data-driven decisions for retirement plan clients. Compelling client deliverables, custom investments, and turnkey solutions are offered, giving RPAG members a unique competitive advantage. World-class training and support are also provided to ensure members can fully leverage the platform and grow their businesses at unprecedented rates.
- Investors
Products & Services of Retirement Plan Advisory Group
Retirement Plan Advisory Group offers a comprehensive portfolio of products and services, including RPAG Advisor Portal, Custom Solutions, and Training & Support.
A comprehensive platform designed for retirement plan advisors to manage client deliverables and provide actionable insights.
Exclusive access to next-gen investments, target-date funds, financial wellness, and marketing solutions is provided to stand out in a competitive industry.
Intensive onboarding, conferences, webinars, and practice management support are offered to help advisors leverage the RPAG platform.
Apps and channels of Retirement Plan Advisory Group
its YouTube channel RPAG has 236 subscribers and 30 videos.
Videos from Retirement Plan Advisory Group
The most watched videos on Retirement Plan Advisory Group's YouTube channel, RPAG (236 subscribers). Click a video to play it here.
More on RPAG.
Investors in Retirement Plan Advisory Group
Retirement Plan Advisory Group has secured backing from 1 investor. Prominent investors backing the company include Great Gray.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Great Gray Trust Company is focused on providing Collective Investment Trusts for retirement planning. | greatgray.com | Las Vegas, United States |
Investor details for Retirement Plan Advisory Group
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People of Retirement Plan Advisory Group
13 people are tracked at Retirement Plan Advisory Group (7 in leadership, 6 in team).
| Name | Role | Group |
|---|---|---|
Jesse Taylor | Senior Vice President Business Development | Leadership |
Luke Vandermillen Jr. | Director, Business Development | Leadership |
Vince Giovinazzo | CEO | Leadership |
Jeffrey S. Elvander | Chief Investment Officer | Leadership |
Jami Chapman | Chief Operating Officer | Leadership |
Veronica Lee | Chief Relations Officer | Leadership |
Maria Salb | Assistant Vice President, Service Operations | Leadership |
Chrissy Wellman | Operations & Events | Team |
Tim Norris-Buzzini | Advisor | Team |
Janette Oh | Investment Analyst | Team |
Christian Cardenas | RFP Systems Manager | Team |
Nik Alexander | Advisor Services Associate | Team |
Kristy Smith | Systems Data Manager | Team |
Complete people profiles for Retirement Plan Advisory Group
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
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Verified entity values are shown only after access is granted.
Web traffic of Retirement Plan Advisory Group
The website of Retirement Plan Advisory Group (rpag.com) receives about 6.1K visits a month.
- Monthly visits6.1K
▲ 79.6% vs previous month
Websites whose visitors overlap most with Retirement Plan Advisory Group. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| wrangle5500.com | 100% | 3K | #5,345,831 | View details | |
| techsur.solutions | 99% | #2,216,032 | View details | ||
compliancedashboard.net | compliancedashboard.net | 74% | – |
Top companies in Investment & Wealth Tech
3 companies that operate in the same segment as Retirement Plan Advisory Group (Investment & Wealth Tech) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Cloud-based website builder tool | 2003 | New York, New York, United States | USD 591.5 M | USD 16.79 M | 2,161 | |
Alternative investment platform for startups and investors is operated. | 2010 | San Francisco, California, United States | USD 100 M | 523 | ||
Web3 infrastructure solutions are offered via a blockchain platform. | 2021 | Palo Alto, California, United States | USD 336 M | 186 |
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Related news about Retirement Plan Advisory Group
Complete news archive for Retirement Plan Advisory Group
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Frequently Asked Questions about Retirement Plan Advisory Group
Retirement Plan Advisory Group was founded in 1999.
Retirement Plan Advisory Group is headquartered in United States.
Retirement Plan Advisory Group (RPAG) is recognized for offering premier technology, solutions, and services tailored for elite advisors, institutions, and service providers within the retirement planning sector. A leading retirement plan practice management platform is built to create successful outcomes by protecting plan fiduciaries and engaging plan participants. Efficient and scalable technology is provided to members, enabling data-driven decisions for retirement plan clients. Compelling client deliverables, custom investments, and turnkey solutions are offered, giving RPAG members a unique competitive advantage. World-class training and support are also provided to ensure members can fully leverage the platform and grow their businesses at unprecedented rates.
Retirement Plan Advisory Group offers RPAG Advisor Portal, Custom Solutions, and Training & Support.
Retirement Plan Advisory Group has 1 investor. Key investors include Great Gray.
Retirement Plan Advisory Group operates through Retirement Plan Advisory Group, Llc.