About Smooth Retirement
Smooth Retirement was a Financial Services company based in Perth (Australia) founded in 2016 by Brad Campbell, Daniel Budreika, and Scott Phillips. It provides investment management services focused on retirement planning. It operates on a B2C model. Its chief executive is Scott Phillips. The company is recorded as dissolved. Its focus areas include Finance, Investment Management, Retirement Planning and Wealth Services. Its competitors include MetLife, Challenger, IVCM, Blue Harbour Financial Partners and Crescent Wealth and 2 more.
Company details
Smooth Retirement, established in 2016, excels in finance, investment management, supporting retirement planning, and wealth services. Provides investment management services focused on retirement planning. Committed to advancing standards, it focuses on innovation, efficiency, and delivering value to clients worldwide. It continues to evolve, meeting industry challenges with strategic approaches.
- Headquarters Perth, Australia
- Founders Brad Campbell, Daniel Budreika, Scott Phillips
- SectorsFinancial Services
- Website smoothretirement.com.au
People of Smooth Retirement
3 people are tracked at Smooth Retirement (3 in leadership).
| Name | Role | Group |
|---|---|---|
Brad Campbell | Co-Founder | Leadership |
Daniel Budreika | Co-Founder | Leadership |
Scott Phillips | Co-Founder, CEO | Leadership |
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Competitors of Smooth Retirement
Smooth Retirement has 7 listed competitors in our database. They include MetLife, Challenger, IVCM, Blue Harbour Financial Partners and Crescent Wealth, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| metlife.com | 1868 | New York, United States | – | 18,167 | Internet-based life, health, auto, home, and pet insurance is offered. | |
| challenger.com.au | 1985 | Sydney, Australia | – | – | Retirement-focused investment management is provided by Challenger. | |
| ivcm.com | 2006 | Sydney, Australia | – | – | Offers retirement funds and pension transfers across multiple jurisdictions. | |
| blueharbour.com.au | 2010 | Redland, Australia | – | – | Provides financial planning, investment advice, retirement strategies, and superannuation services. | |
| crescentwealth.com.au | 2013 | Melbourne, Australia | – | – | Offers ethical superannuation, finance, and community support aligned with Islamic principles in Australia. | |
| peakadvice.com.au | 2003 | Buderim, Australia | – | – | Delivers comprehensive financial, retirement planning, and insurance services. | |
| rechterfs.com.au | 1987 | Bendigo, Australia | – | – | Offers personalized financial planning and investment advice for individuals and families. |
Detailed competitors of Smooth Retirement
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Top companies in Investment & Wealth Tech
10 companies that operate in the same segment as Smooth Retirement (Investment & Wealth Tech), 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 | |
Provider of consulting, managed services, and technology solutions for financial services | 2010 | London, England, United Kingdom | USD 90.15 M | – | – | |
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 | |
Mutual funds, portfolio management, and retirement planning services are offered. | 2001 | Mumbai, Maharashtra, India | USD 142.4 M | USD 180.76 M | 1,840 | |
Investment advisory, insurance distribution, and risk management services are provided. | 1998 | Chicago, Illinois, United States | USD 1.6 B | – | – | |
Investment consultant for future & options and commodities | 1987 | Kochi, Kerala, India | – | USD 71.52 M | 2,690 | |
Developer of a platforms offering credit score checks | 2021 | Jakarta, Jakarta, Indonesia | USD 12.4 M | – | – | |
AI-enabled financial planning and advisory solutions are provided for individuals. | 2018 | New York, New York, United States | USD 222.01 M | – | – | |
Venture capital investments and support for entrepreneurs in technology and innovation sectors. | 1911 | Redwood City, California, United States | – | USD 691.23 K | – |
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Related news about Smooth Retirement
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Frequently Asked Questions about Smooth Retirement
Smooth Retirement was founded in 2016.
Smooth Retirement is headquartered in Perth, Australia. It is registered at Perth, Western Australia, Australia.
Scott Phillips is the current CEO of Smooth Retirement. They have also founded this company.
Smooth Retirement, established in 2016, excels in finance, investment management, supporting retirement planning, and wealth services. Provides investment management services focused on retirement planning. Committed to advancing standards, it focuses on innovation, efficiency, and delivering value to clients worldwide. It continues to evolve, meeting industry challenges with strategic approaches.
Smooth Retirement's top competitors include MetLife, Challenger and IVCM.