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
Locked
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Website
Locked
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Social
Locked
- Legal Name Investcloud, Inc.
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Annual Revenue
Not available
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Net Profit
Not available
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EBITDA
Not available
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Latest Funding Round
Not available
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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.
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.
People of RetireUp
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Funding Insights of RetireUp
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 |
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1xBet is engaged in providing online betting services.
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Locked | Locked | Locked | |
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Investment management software is provided for advisors and institutions.
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Locked | Locked | Locked |
Investor details for RetireUp
Investor domains, locations, round participation, and complete history require an active premium plan.
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- Investor locations
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Verified entity values are shown only after access is granted.
Investments & Acquisitions by RetireUp
RetireUp has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include RepPro.
Investment portfolio details for RetireUp
Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.
- Portfolio identities
- Transaction dates
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Verified entity values are shown only after access is granted.
| 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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Locked | Locked | 2013 | Locked |
Complete acquisition details for RetireUp
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- Transaction dates
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Financial Statements - RetireUp
Detailed financials for RetireUp
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- Profit trends
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Retireup Comparisons
Peer comparison for RetireUp
Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.
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- Headcount comparison
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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.
| Company Name | Domain | Founded year | HQ Location | Description |
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| Locked | Locked | Locked |
White-label robo-advisory solutions are offered for wealth management firms.
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Retail financial solutions are provided to institutions and clients.
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| Locked | Locked | Locked |
White-label robo advisors are provided to financial advisors.
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| Locked | Locked | Locked |
Asset management services are provided by Fount for financial freedom.
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| Locked | Locked | Locked |
White-label robo-advisors and wealth management solutions are provided.
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White-label robo-advisor solution
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Detailed competitors of RetireUp
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Latest news on 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.
As of Dec 31, 2020, the latest employee count at RetireUp is 13.
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's top competitors include PINTEC, Bambu and InvestSuite.
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.