Engaged Retirement
Curated by SignalEngaged Retirement connects businesses with retirement-age consumers for planning.
Overview
Engaged Retirement focuses on providing solutions for financial planners and advisors, specifically targeting the retirement-age consumer segment. The platform includes a range of tools intended to assist in client management and investment strategy development, such as digital experiences, conversational quizzes, and personalized retirement readiness reports. The company addresses the issue of disengagement among retirement-age consumers, aiming to improve their confidence in retirement planning. Engaged Retirement's offerings promote connections between consumers and financial advisors, while also incorporating integrated APIs and compliance management systems to support data exchange and regulatory compliance. The primary audience consists of financial professionals and businesses that aim to effectively engage with retirement-age clients, facilitating informed decision-making and proactive retirement planning.
Key facts
- Founded
- 2018
- Headquarters
- Des Moines, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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Contact
- Primary office
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