About RetireUp
RetireUp is a company based in Mundelein (United States) founded in 2012 was acquired by InvestCloud in June 2020.. The company has 13 employees as of December 31, 2020. RetireUp has completed 1 acquisition, including RepPro. RetireUp offers products and services including Advisor Solutions, RetireUp Tool, End-Client Solutions, and Financial Planning Solutions. RetireUp operates in a competitive market with competitors including Quantifeed, PINTEC, AQUMON, Fount and InvestSuite, among others.
- Headquarter Mundelein, United States
- Employees 13 as on 31 Dec, 2020
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Sectors
Technology
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Phone
*********
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Website
*********
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Social
*********
- Legal Name Investcloud, Inc.
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
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Investors
InvestCloud
& 1 more
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Employee Count
13
as on Dec 31, 2020
- Investments & Acquisitions
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Acquired by
InvestCloud
(Jun 10, 2020)
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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. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
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.
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Funding Insights of RetireUp
- Total Funding Total Funding
- Total Rounds 1
- Last Round Last Round
- First Round First Round
- Investors Count 1
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Nov, 2016 | Amount | Seed - RetireUp | Valuation |
investors |
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in RetireUp
RetireUp has secured backing from 2 investors, including venture fund investors. Prominent investors backing the company include InvestCloud and 1xBet. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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1xBet is engaged in providing online betting services.
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Founded Year | Domain | Location | |
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Investment management software is provided for advisors and institutions.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by RetireUp
RetireUp has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include RepPro. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Platform for insurance agents and financial advisors to digitise workflow
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2013 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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OVO is recognized as a smart digital payment application.
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2017 | ||||
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Bionic investment advisor platform
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 |
Financial Statements - RetireUp
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Retireup Comparisons
Competitors of RetireUp
RetireUp operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Quantifeed, PINTEC, AQUMON, Fount and InvestSuite, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
White-label robo-advisory solutions are offered for wealth management firms.
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| domain | founded_year | HQ Location |
Retail financial solutions are provided to institutions and clients.
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| domain | founded_year | HQ Location |
White-label robo advisors are provided to financial advisors.
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| domain | founded_year | HQ Location |
Asset management services are provided by Fount for financial freedom.
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| domain | founded_year | HQ Location |
White-label robo-advisors and wealth management solutions are provided.
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| domain | founded_year | HQ Location |
White-label robo-advisor solution
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| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Retireup
Frequently Asked Questions about RetireUp
When was RetireUp founded?
RetireUp was founded in 2012 and raised its 1st funding round 4 years after it was founded.
Where is RetireUp located?
RetireUp is headquartered in Mundelein, United States. It is registered at Mundelein, Illinois, United States.
How many employees does RetireUp have?
As of Dec 31, 2020, the latest employee count at RetireUp is 13.
What does RetireUp do?
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.
Who are the top competitors of RetireUp?
RetireUp's top competitors include PINTEC, Bambu and InvestSuite.
What products or services does RetireUp offer?
RetireUp offers Advisor Solutions, RetireUp Tool, End-Client Solutions, and Financial Planning Solutions.
How many acquisitions has RetireUp made?
RetireUp has made 1 acquisition, including RepPro.
Who are RetireUp's investors?
RetireUp has 2 investors. Key investors include InvestCloud, and 1xBet.
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