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RetireOne

company

About

RetireOne is the leading, independent platform for fee-based insurance solutions.

  • 11 - 50

Highlights

Total Funding Amount
$4M
Funding Rounds
1
Investors
1

Details

Last Funding Type
Series Unknown
Last Funding Money Raised
$4M
Industries
Finance,Financial Services,Retirement,Wealth Management
Founded date
Jan 1, 2011
Number Of Employee
11 - 50
Operating Status
Active

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.

Funding Rounds

Number of Funding Rounds
Total Funding Amount
1
$4M
RetireOne has raised a total of $4M in funding over 2 rounds. Their latest funding was raised on Feb 3, 2012 from a Series Unknown round.
Announced Date Round Money Raised Number of Investors Lead Investors Post Valuation
Feb 3, 2012 Series Unknown $4M 1 — — Detail

Investors

Number of Lead Investors
Number of Investors
—
1
RetireOne is funded by 1 investors. Menagerie Investments and Holdings are the most recent investors.
Investor Name Lead Investor Funding Round
Menagerie Investments and Holdings — Series Unknown
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