Company Information

Get to know RetireUp

Originally founded in 2011, RetireUp developed a sophisticated, yet user-friendly software-as-a-service (SaaS) platform for financial advisors. Its core mission is to simplify complex retirement income planning through interactive and visual tools, enabling advisors to better illustrate financial scenarios and product solutions to their clients. The company was acquired by Tegra118 in 2019 to integrate its planning capabilities into a broader wealth management ecosystem. In 2021, Tegra118, including the RetireUp technology, was acquired by InvestCloud. Today, the RetireUp functionality is integrated into InvestCloud's comprehensive suite of financial planning solutions.

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Technology Software DevelopmentPRIMARY
Financial Other Service

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RetireUp

United States

Founded in

2012 (14 Years)

Founded

Last online: No recent activity

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.