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RetireOne
company
About
RetireOne is the leading, independent platform for fee-based insurance solutions.
- 11 - 50
Highlights
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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