Leading Retirement Solutions
Curated by SignalRetirement investment platform offering tailored solutions for businesses.
Overview
Leading Retirement Solutions operates in the retirement investment platforms segment, offering tools for wealth managers to create customized retirement strategies. The platform manages retirement portfolios, including IRAs and 401(k)s, and includes features such as automated rebalancing, tax optimization, and risk assessment. The company targets businesses of various sizes, including those in the cannabis sector, and provides consulting, administration, recordkeeping, and correction services. By utilizing advanced analytics and secure client interfaces, Leading Retirement Solutions facilitates tracking of retirement savings and investment adjustments. Their expertise encompasses both traditional and nontraditional retirement plans, allowing them to address the specific goals of their clients.
Key facts
- Founded
- 2009
- Headquarters
- Seattle, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 7 products and services
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- Commercial model
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