About RetireUp
RetireUp is a Technology company based in Mundelein (United States) founded in 2012, and was acquired by InvestCloud in June 2020. Retirement planning platform used by advisers for client analysis. The company has 13 employees. RetireUp has completed 1 acquisition, including RepPro. Its website retireup.com draws about 12 thousand monthly visits. RetireUp offers products and services including Advisor Solutions, RetireUp Tool, End-Client Solutions, and Financial Planning Solutions. Its focus areas include FinTech, Investment Tech, Wealth Management IT and Financial Planning. Its legal entity is InvestCloud, Inc. Its competitors include Bambu and Marstone; 2 of its 2 listed competitors have raised funding.
Company details
RetireUp was founded in 2012 in Mundelein, United States, within the financial services sector focused on retirement planning. The platform is employed by advisers to model financial scenarios, evaluate key drivers, and recommend suitable programs for clients. Interactive tools are provided for performance tracking, including RetireUp Classic for real-time personalized strategies and RetireUp Pro for analytics-driven approaches. Operations emphasize data integration and user accessibility.
- Headquarters Mundelein, United States
- Employees 13
- Stage Acquired
- SectorsTechnology
- Website category Finance · Insurance
- Website retireup.com
- Social LinkedIn X
- Acquired by InvestCloud (Jun 2020)
- Legal Name Investcloud, Inc.
- InvestorsInvestCloud
& 1 more
- Employee Count13
- Investments & Acquisitions
- Acquired byInvestCloud
(Jun 2020)
Products & Services of RetireUp
RetireUp offers a comprehensive portfolio of products and services, including Advisor Solutions, RetireUp Tool, End-Client Solutions, and Financial Planning Solutions.
Platform for enhancing advisor efficiency and client relationships.
Software for retirement income discussions and planning tools.
Tools to empower clients with financial experiences.
System for viewing cash flow and future financial events.
Funding Insights of RetireUp
- Total Rounds 1
- Investors Count 1
All 1 funding rounds of RetireUp with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Nov 2016 | Seed | – | – |
2 investors in total: 2 institutional.
Investors in RetireUp
RetireUp has secured backing from 2 investors, including venture fund investors. Prominent investors backing the company include InvestCloud and 1xBet.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
1xBet is engaged in providing online betting services. | annexusventures.com | |||
Investment management software is provided for advisors and institutions. | 2010 | investcloud.com | West Hollywood, United States |
Investor details for RetireUp
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
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People of RetireUp
2 people are tracked at RetireUp (1 in leadership, 1 in team); the tracked headcount is 13.
| Name | Role | Group |
|---|---|---|
Jack Miller | VP Sales | Leadership |
Sharon Russell | Sales Development | Team |
Complete people profiles for RetireUp
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
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- Team structure
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Investments & Acquisitions by RetireUp
RetireUp has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include RepPro.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Platform for insurance agents and financial advisors to digitise workflow | reppro.co | Southfield, United States | 2013 | Jan 2018 | •••• |
Complete acquisition details for RetireUp
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
- Acquired stakes
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- Complete history
- Exports
Verified entity values are shown only after access is granted.
Timeline of RetireUp
4 dated milestones of RetireUp across 8 years, from founding to its latest funding, stage changes and deals.
- Founded RetireUp is founded.
- Funding First funding round.
- Acquisition Acquires RepPro.
- Exit Acquired by InvestCloud.
Competitors of RetireUp
RetireUp has 2 listed competitors in our database, 2 of them funded. They include Bambu and Marstone.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| mybambu.com | 2016 | Memphis, United States | $11.29M | Provider of digital banking for individuals | ||
| marstone.com | 2013 | New York, United States | $13M | White label robo-advisory platform |
Detailed competitors of RetireUp
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- Full competitor set
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Web traffic of RetireUp
The website of RetireUp (retireup.com) receives about 11.8K visits a month and ranks #1,272,649 among all websites worldwide, #4,950 in Insurance.
- Monthly visits11.8K
▼ 21.5% vs previous month
- Unique visitors2.5K
per month
- Global rank#1,272,649
among all websites
- Category rank#4,950
Finance · Insurance
- Bounce rate23%
- Pages per visit6.0
- Average visit7 min 04 sec
- DevicesDesktop 65% · Mobile 35%
Websites whose visitors overlap most with RetireUp. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| investcloud.com | 100% | 29.1K | #641,238 | View details |
Top companies in Investment & Financial Technology
3 companies that operate in the same segment as RetireUp (Investment & Financial Technology) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.58 B | USD 2.98 B | 4,841 | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | 602 |
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Related news about Retireup
Complete news archive for RetireUp
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Frequently Asked Questions about RetireUp
RetireUp was founded in 2012 and raised its 1st funding round 4 years after it was founded.
RetireUp is headquartered in Mundelein, United States. It is registered at Mundelein, Illinois, United States.
RetireUp has 13 employees.
RetireUp was founded in 2012 in Mundelein, United States, within the financial services sector focused on retirement planning. The platform is employed by advisers to model financial scenarios, evaluate key drivers, and recommend suitable programs for clients. Interactive tools are provided for performance tracking, including RetireUp Classic for real-time personalized strategies and RetireUp Pro for analytics-driven approaches. Operations emphasize data integration and user accessibility.
RetireUp offers Advisor Solutions, RetireUp Tool, End-Client Solutions, and Financial Planning Solutions.
RetireUp has made 1 acquisition, including RepPro.
RetireUp has 2 investors. Key investors include InvestCloud, and 1xBet.
RetireUp operates through Investcloud, Inc..
Yes. RetireUp was acquired by InvestCloud in June 2020.