RetireUp
Financial Software · Illinois, United States · 11-50 Employees
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Overview
Headquarters
1950 Innovation Way Ste 120, Libertyvill...Phone Number
(800) 935-6880Website
www.retireup.comRevenue
<$5 MillionIndustry
About RetireUp
InvestCloud provides retirement income planning software, RetireUp, designed for financial advisors to model retirement strategies and deliver personalized planning experiences. The company serves a diverse clientele including financial institutions, RIAs, asset managers, and TAMPs. InvestCloud also offers managed account solutions, data management services, and client engagement tools to enhance wealth management. Their technology aims to strengthen advisor-client relationships and improve financial outcomes through innovative solutions.Explore more
RetireUp Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
11-50
Private
-
2000
NH
Nicholas HamnerDirector, Marketing & Operations, Investment Advisor & Representative
RetireUp Tech Stack
A closer look at the technologies used by RetireUp
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InvestCloud provides retirement income planning software, RetireUp, designed for financial advisors to model retirement strategies and deliver personalized planning experiences. The company serves a diverse clientele including financial institutions, RIAs, asset managers, and TAMPs. InvestCloud also offers managed account solutions, data management... Read More
