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.

Founded in

United States