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Retire SMART Logo
Retire SMART Growth Score
47
CB Rank
1005569
Heat Score
32
Retire SMART is a financial advisory service provider company.
Founded
obfuscation
Private Omaha, Nebraska, United States1-10 retiresmartomaha.com/
Advice
Finance
Financial Services
Overview

Retire SMART
Growth Score
47
Heat Score
32

Growth Score47
-11 pts
in past quarter
Heat Score 32
-7 pts
in past quarter

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
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Retire SMART

CB Rank
1005569
Retire SMART is a financial advisory service provider company.
Founded
obfuscation
Private Omaha, Nebraska, United States1-10 retiresmartomaha.com/
Advice
Finance
Financial Services

Key People

Details

Operating Status Active
Company Type For Profit
Founders  David Brooks
Phone Number 402-369-7777
Contact Email contact@retiresmartllc.com
Predictions & Insights

Growth Insight

See this Growth Insight
Retire SMART is
Lorem
 to be growing
Top Contributing Factors
Financial Growth

Growth Prediction

See this Growth Prediction

Products & Services

Retirement Income Strategies
Advisory service to help clients select suitable financial products for their retirement income plans.
Wealth Management & Investments
Investment advisory service focused on wealth accumulation through strategic investment planning over time.

Unlock More with Crunchbase Pro
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  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 1 Contacts 14

Employee Profiles

News

News and Press

News•Oct 22, 2025
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News•Aug 12, 2025
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News•Apr 15, 2025
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News•Feb 25, 2025
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

IT Spend

$206.8KThis year, Retire SMART is projected to spend $206.8K on IT, according to Aberdeen.

Active Website Tech Count

3Retire SMART is actively using 3 technologies for its website, according to BuiltWith. These include Euro.

Total IP

1Retire SMART has 1 registered trademark in the 'Insurance; financial affairs' class, according to IPqwery.
Sub-Organizations
Frequently Asked Questions

Where is Retire SMART's headquarters? Retire SMART is located in Omaha, Nebraska, United States.Who are Retire SMART's competitors? Alternatives and possible competitors to Retire SMART may include FMR LLC, Edward Jones, and  Northwestern Mutual.
Who We Are
What We Do
Helpful Links
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