Lynch Retirement Investment Group
Curated by SignalRetirement investment platform offering data-driven strategies for retirees.
Overview
Lynch Retirement Investment Group operates in the retirement investment platforms segment, offering tools designed for wealth managers to create retirement strategies. The platform includes management features for retirement portfolios, such as IRAs and 401(k)s, and incorporates automated rebalancing, tax optimization, and risk assessment. The company targets retirees across various industries and provides strategies for retirement transitions, estate management, and insurance planning. Advanced analytics are utilized for personalized retirement planning, and secure client interfaces are available for tracking savings progress. The organization employs a team of financial advisors to address the financial needs of retirees.
Key facts
- Founded
- 1987
- Headquarters
- Columbia, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 4 products and services
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- Commercial model
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Contact
- Primary office
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- Phone
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