Total Funding
5
Total FundingVenture - Series Unknown raised
Growth Score
pts
Heat Score
-19 pts
Company Performance Metrics
Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
See more interactive data and historical milestones on desktop for the best experience
342753
RetireOne provides insurance and annuity solutions for registered investment advisors.
Acquired by 
Simplicity Group
Scott Strait: CTO & Co-FounderPast Role: University of California, Davis, Adjunct Faculty, Graduate School of Management
David Stone: Founder and CEO
About the Company
RetireOne is the leading, independent platform for fee-based insurance solutions. With offerings from multiple “A” rated companies, RIAs may access this fiduciary marketplace at no additional cost to them or their clients. Tallying over $1 billion of retirement savings and income investments under advisement, RetireOne continues to grow in its
mission to provide advisors and their clients valuable retirement solutions that are simple to use, easy to understand, and delivered with outstanding service.
