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Retirement Genius Logo
Retirement Genius Growth Score
87
CB Rank
3236979
Heat Score
38
Retirement Genius is a financial services company that provides retirement, life insurance, and financial planning services.
Founded
obfuscation
Private Claymont, Delaware, United States1-10 retirementgenius.com
Advice
Financial Services
Life Insurance
Retirement
Overview

Retirement Genius
Growth Score
87
Heat Score
38

Growth Score87
-3 pts
in past quarter
Heat Score 38
-34 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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See more interactive data and historical milestones on desktop for the best experience

About Retirement Genius

CB Rank
3236979
Retirement Genius is a financial services company that provides retirement, life insurance, and financial planning services.
Founded
obfuscation
Private Claymont, Delaware, United States1-10 retirementgenius.com
Advice
Financial Services
Life Insurance
Retirement

Key People

Details

Legal Name Retirement Genius LLC.
Operating Status Active
Company Type For Profit
Founders  Chris Orestis
Phone Number +1 866 602 5000
Contact Email info@retirementgenius.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Life Settlement Genius
A service that facilitates the sale of existing life insurance policies for seniors, allowing them to access funds above the cash surrender value but below the death benefit.
Retirement Financial Planning
A service providing guidance on saving, investing, insurance, and entitlements to help individuals prepare financially for retirement.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 1 Contacts 1

Employee Profiles

News

News and Press

News•Feb 10, 2026
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News•Apr 10, 2025
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News•Apr 3, 2025
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News•Mar 16, 2025
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Monthly Web Visits

943
104.56%
 in past month

IT Spend

$109KThis year, Retirement Genius is projected to spend $109K on IT, according to Aberdeen.

Active Website Tech Count

8Retirement Genius is actively using 8 technologies for its website, according to BuiltWith. These include DNSSEC, CommonCrawl Top 5m, and  Pinterest.
Sub-Organizations
Frequently Asked Questions

Where is Retirement Genius's headquarters? Retirement Genius is located in Claymont, Delaware, United States.Who are Retirement Genius's competitors? Alternatives and possible competitors to Retirement Genius may include Life Settlement Hub, Nature Coast Financial Advisors, and  McDaniel Financial.
Who We Are
What We Do
Helpful Links
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