When was Annexus founded?

Annexus was founded in 2006 and raised its 1st funding round 13 years after it was founded.

Where is Annexus located?

Annexus is headquartered in Scottsdale, United States.

How many employees does Annexus have?

As of Jul 31, 2026, the latest employee count at Annexus is 136.

Is Annexus a funded company?

Annexus is a funded company, having raised a total of $***** in its 1st and only funding round, a Series A round on Jan 08, 2019.

When was the latest funding round of Annexus?

Annexus' latest funding was a $***** Series A round on Jan 08, 2019, with participation from 1 investor.

Where does Annexus rank among its competitors?

Annexus ranks 30th amongst 707 active competitors, of which 19 are funded. It stands 11th in terms of total funding among its competitors. The most recent competitor to raise funding was Retirable, which secured $3.78M in Apr, 2026.

Who are the top competitors of Annexus?

Annexus' top competitors include Pacific Life, Pontera and Ascensus. Among them, Retirable secured the most recent funding round in April, 2026.

Annexus - 2026 Company Profile, Team, Funding & Competitors

Company Details

Website: www.annexus.com/
Social
Phone Number: +1 **********

Key Metrics

Founded Year

2006

Location

Scottsdale, United States

Stage

Acquired

Latest Funding Round

Series A, Jan 08, 2019, $*****

Investors

Blackstone

Ranked

30^th among 707 active competitors

Employee Count

136 as on Jul 31, 2026

Similar Companies

PensionBee & 1588 more

Exit Details

Acquired by Integrity Marketing (Jul 27, 2022)

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Annexus got acquired by Integrity Marketing on Jul 27, 2022.

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Annexus has raised funding over 1 round. Its latest funding round was a Series A round on Jan 08, 2019 for $*****. 1 investor participated in its latest round. Annexus has 1 institutional investor.

Here is the list of recent funding rounds of Annexus:

Date of Funding	Funding Amount	Round Name	Post-Money Valuation	Revenue Multiple	Lead Investors	Other Investors
Jan 08, 2019	6462803	Series A	1338185	5538743	3782241	9157413

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View details of Annexus's funding rounds and investors

The founders of Annexus are Don Dady, Ron Shurts and Ron Shurts.

Here are the details of Annexus' key team members:

Don Dady: Co-Founder of Annexus.
Ron Shurts: Co-Founder of Annexus.
Ron Shurts: Co-Founder of Annexus.

View details of Annexus's Founder profiles and Board Members

Annexus' employee count trend

Annexus has 136 employees as of Jul 26. Here is Annexus's employee count trend over the years:

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Top competitors of Annexus include Pacific Life, Pontera and Ascensus. Here is the list of Top 10 competitors of Annexus, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Pacific Life 1868, Newport Beach (United States), Late Stage	Insurance company	$2.11B	-	70/100
2nd	Pontera 2012, New York City (United States), Series C	Tax management solutions for businesses	$160M	Lightspeed Venture Partners, Blumberg Capital ... & 11 others	68/100
3rd	Ascensus 1980, Dresher (United States), Acquired	Tax-advantaged savings solutions and strategic technology partnerships for financial institutions and governments	-	Atlas Merchant Capital	66/100
4th	Jackson 1961, Lansing (United States), Public	Retirement based investment management firm	$510M	Athene, Kestra	66/100
5th	Voya Financial 1999, New York City (United States), Public	Provider of pension fund for the employees based out of the US	-	-	64/100
6th	Capitalize 2019, New York City (United States), Series B	Financial planning and advisory platform	$33.5M	RRE Ventures, Canapi Ventures & 4 others	62/100
7th	Athene 2009, West Des Moines (United States), Acquired	Retirement services provider	$1.13B	Apollo Global Management, Cohesive Capital ... & 3 others	62/100
8th	Horace Mann 1945, Springfield (United States), Public	Limited information available	-	-	55/100
9th	Retirable 2019, New York City (United States), Series A	Online platform for retirement investment advisory	$30M	IA Capital Group, Primary Venture Partner ... & 10 others	55/100
10th	Inspira Financial 2023, Oak Brook (United States), Funding Raised	Provider of health, wealth, retirement, and benefits solutions	-	Parthenon Capital, Abry	53/100
30th	Annexus 2006, Scottsdale (United States), Acquired	Retirement based investment management firm	-	Blackstone	39/100