RetireOne is the leading, independent platform for fee-based insurance solutions.
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.
Announced Date | Round | Money Raised | Number of Investors | Lead Investors | Post Valuation | |
---|---|---|---|---|---|---|
Feb 3, 2012 | Series Unknown | $4M | 1 | — | — | Detail |
Investor Name | Lead Investor | Funding Round |
---|---|---|
Menagerie Investments and Holdings | — | Series Unknown |