SR
This startup provides a streamlined retirement planning platform that simplifies the management of retirement plans for financial advisors and their small business clients. By reducing the costs and complexities associated with traditional retirement solutions, it enables working-class individuals to access affordable retirement savings options tailored to their needs.
Updated 3 months ago
Funding
$14.1M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Funding rounds are not available yet.
Founders
Product
Features
- This startup provides a streamlined retirement planning platform that simplifies the management of retirement plans for financial advisors and their small business clients. By reducing the costs and complexities associated with traditional retirement solutions, it enables working-class individuals to access affordable retirement savings options tailored to their needs.