date founded

Financing round

General

About Company
Retiree Income is a financial service company that offers innovative retirement planning software to financial professionals and consumers.

Industry

Sector :

Subsector :

Keywords :

founded date

01.01.2008

Number of employees

Company Type

For Profit

IPO status

Private

Description

The company's software, Income Solver and Income Strategy, use advanced analytic engines to provide tax-efficient withdrawal strategies and optimal Social Security claiming strategies, resulting in increased retirement income for clients and consumers. Retiree Income was founded on the belief that retirees and those preparing to retire deserve a smarter and more personalized approach to retirement planning, and their decade's worth of research has enabled them to deliver just that.
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Contact Email

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M&A Details
1

Acquired by

T. Rowe Price

announced date

30.03.2023

Financials

Co-Investors

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