Name | Description | Industry | Official Website | Location | ||
---|---|---|---|---|---|---|
Vestwell is a Manhattan-based digital retirement platform providing turnkey solutions for financial advisors. | ||||||
Blueprint Income is a company that provides pre-determined retirement options | ||||||
M1 Finance is a neobank based in United States offering Personal accounts including a debit card, with all transactions being managed from an iPhone or Android application. M1 Finance currently accepts to open mobile bank accounts for residents of United States. | ||||||
Guideline 401(k). Helping people save for a better future. Guideline is the only 401(k) provider that doesn't charge participants any fees on investments, regardless of the value of their assets or retirement account balance. And for employers, Guideline charges a low, flat rate fee per participant, in contrast to the asset-based fee model predominant in the industry. By offering a full-stack solution that automates plan administration and compliance, the Guideline team is combatting what's unfortunately become the retirement industry status quo -- legacy providers have put profit over the interests of employees, abandoning the goal of the program in the first place: to give employees the opportunity to save as much as possible for retirement. | ||||||
ForUsAll is a San Francisco-based retirement planning and wealth management company offering retirement plans for small and medium sized businesses. | ||||||
A private equity firm based in New York that provides customers with insurance, retirement, and other investment solutions | ||||||
BitcoinIRA.com is the world's largest and most secure cryptocurrency IRA company that allows customers to purchase Bitcoins and other cryptocurrencies for their retirement accounts. The full-service solution includes setting up a qualified cryptocurrency account, rolling over funds from an existing IRA custodian, executing a live trade on a leading exchange and then moving funds into an industry-leading multi-signature digital wallet. In the last 12 months, BitcoinIRA.com has processed over $300 million in investments, gained more than 4,000 customers, and received more than 600 customer reviews. BitcoinIRA.com has been featured extensively in the media, with coverage in Forbes magazine, CNBC, and The Wall Street Journal, among other publications. Recently, the company expanded its suite of offerings beyond the retirement space with the launch of Coin Cash, the first full-service platform that allows individuals to purchase digital currencies in a cash account. BitcoinIRA.com is privately funded and based in Los Angeles, California. | ||||||
Tontine Trust is a financial technology company specializing in digital lifetime income pensions. | ||||||
blooom is a London-based online investment advisor that manages employer sponsored retirement accounts. | ||||||
An online platform helping employees plan their future toward retirement. | ||||||
Renew is a company offering a drug prescription platform founded in 2016. | ||||||
Discovery Commons Cypress Point is a 55 and over community in Fort Myers, Florida. | ||||||
Awabah is a digital pension platform that provides micro pension services. | ||||||
Rocket Dollar is a venture capital founded by Henry Yoshida. | ||||||
Platform offering a wide range of financial retirement services. | ||||||
Regal Assets is a Beverly Hills, California-based company founded by Tyler Gallagher. | ||||||
Brookdale Senior Living is a Brentwood, Tennessee-based company founded in 1978. | ||||||
NextCapital is a Chicago-based company founded in 2014. | ||||||
Educate, advise, and empower. At Cascade Wealth Strategies, our mission is to provide a clear understanding of how our clients are tracking toward their goals, and implement a plan to help them achieve financial success. | ||||||
OctaveWealth is a San Francisco-based company founded in 2016 by Jessie Li. | ||||||
Mutual of Omaha is an Omaha, Nebraska-based company founded in 1909. | ||||||
We are certified public accountants and experienced staff members united by a common goal - providing unique, insightful, and creative solutions to streamline and more efficiently report our clients' complicated tax situations. | ||||||
Kindur is a New York-based company founded in 2016 by Rhian Horgan. | ||||||
Micruity is a company founded in 2017 by Chris Livadas. | ||||||
We design customized investment programs designed to grow, protect and conserve your wealth. |