When was RetireUp founded?

RetireUp was founded in 2012 and raised its 1st funding round 4 years after it was founded.

Where is RetireUp located?

RetireUp is headquartered in Mundelein, United States.

How many employees does RetireUp have?

As of Jun 30, 2026, the latest employee count at RetireUp is 6.

Is RetireUp a funded company?

RetireUp is a funded company, having raised a total of $***** in its 1st and only funding round, a Seed round on Nov 08, 2016.

When was the latest funding round of RetireUp?

RetireUp's latest funding was a $***** Seed round on Nov 08, 2016, with participation from 1 investor.

Where does RetireUp rank among its competitors?

RetireUp ranks 8th amongst 29 active competitors, of which 4 are funded. It stands 8th in terms of total funding among its competitors. The most recent competitor to raise funding was Aboon, which secured $17.5M in Oct, 2025.

Who are the top competitors of RetireUp?

RetireUp's top competitors include Embark Group, BenefitGuard and Income Discovery. Among them, Aboon secured the most recent funding round in October, 2025.

RetireUp - 2026 Company Profile, Team, Funding & Competitors

RetireUp is an acquired company based in Mundelein (United States), founded in 2012 by Dan Santner. It operates as a Platform for retirement advisers. RetireUp has raised an undisclosed amount in funding. The company has 29 active competitors, including 4 funded and 3 that have exited. Its top competitors include companies like Embark Group, BenefitGuard and Income Discovery.

Company Details

RetireUp is a retirement planning platform for advisers to help their clients analyze various drivers using the financial model and select the program best suited for their needs. It provides an interactive platform for easy and smooth performance. Offers RetireUp Classic for real-time personalized retirement planning and RetireUp Pro for planning based on data and analytics.

Website: retireup.com
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Key Metrics

Founded Year

2012

Location

Mundelein, United States

Stage

Acquired

Latest Funding Round

Seed, Nov 08, 2016, $*****

Investors

Annexus Ventures

Ranked

8^th among 29 active competitors

Employee Count

6 as on Jun 30, 2026

Investment & Acquisitions

RepPro

Similar Companies

Embark Group & 29 more

Exit Details

Acquired by InvestCloud (Jun 10, 2020)

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RetireUp got acquired by InvestCloud on Jun 10, 2020.

Click here to take a look at RetireUp's acquisition in detail

RetireUp has raised funding over 1 round. Its latest funding round was a Seed round on Nov 08, 2016 for $*****. 1 investor participated in its latest round. RetireUp has 1 institutional investor.

Here is the list of recent funding rounds of RetireUp:

Date of Funding	Funding Amount	Round Name	Post-Money Valuation	Revenue Multiple	Lead Investors	Other Investors
Nov 08, 2016	7537301	Seed	1692305	3632690	2738525	1034542

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View details of RetireUp's funding rounds and investors

The founders of RetireUp is Dan Santner.

Here are the details of RetireUp's key team members:

Dan Santner: Co-Founder & CEO of RetireUp.

View details of RetireUp's Founder profiles and Board Members

RetireUp's employee count trend

RetireUp has 6 employees as of Jun 26. Here is RetireUp's employee count trend over the years:

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Top competitors of RetireUp include Embark Group, BenefitGuard and Income Discovery. Here is the list of Top 10 competitors of RetireUp, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Embark Group 1998, London (United Kingdom), Acquired	Provider of retirement solutions	-	Franklin Templeton Investments, Merian Global Investors ... & 3 others	55/100
2nd	BenefitGuard 2013, Orem (United States), Deadpooled	Platform offering retirement planning solutions	-	-	42/100
3rd	Income Discovery 2010, Basking Ridge (United States), Series A	Retirement income planning software for financial advisors	$3.82M	-	39/100
4th	Aboon 2023, New York City (United States), Seed	Provider of retirement plan design, launch, and management for advisors	$17.5M	Bain Capital Ventures, Altai Ventures & 5 others	39/100
5th	WWM Financial 2011, Carlsbad (United States), Unfunded	Provider of financial advisory services	-	-	35/100
6th	The Pension Lab 2016, Leicester (United Kingdom), Seed	Limited information available	$551K	HS Investments	30/100
7th	RiXtrema 2010, United States, Unfunded	Software platform that provides financial advisors and broker-dealers with a suite of tools and analytics	-	-	30/100
8th	RetireUp 2012, Mundelein (United States), Acquired	Platform for retirement advisers	-	Annexus Ventures	29/100
9th	Abbey Street 2018, Eden Prairie (United States), Unfunded	Provider of private wealth management and retirement plan services to businesses	-	-	27/100
10th	LT Trust 1957, Denver (United States), Acquired	Provider of low-cost, open-architecture 401(k) retirement plans	-	-	27/100