RetireUp
Curated by SignalRetirement planning tool offering comprehensive insights for financial advisors.
Overview
RetireUp is a white label robo-advisor platform that enables wealth managers to offer automated investment advisory services under their own brand. The platform features a retirement planning tool that provides a comprehensive overview of defined income and other assets pertinent to retirement planning. By integrating with InvestCloud's app ecosystem, RetireUp facilitates seamless access to its services. The solution targets individuals seeking assistance with retirement planning, aiming to balance the functionalities of basic calculators and more complex planning tools. RetireUp includes portfolio management features such as automatic rebalancing and performance tracking.
Key facts
- Founded
- 2012
- Headquarters
- Mundelein, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 3 products and services
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Contact
- Primary office
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