Retiree Income Overview

  • Year Founded
  • 2008

Year Founded

  • Status
  • Acquired/​Merged

  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 1

Retiree Income General Information

Description

Operator of retirement income planning software intended to increase the lifetime value of total after-tax income and bequest value. The company's software uses analytic engines and provides personalized income and tax-efficient withdrawal strategies coupled with optimal social security claiming strategies, enabling clients to make more informed decisions and improve their potential to optimize their retirement resources.

Contact Information

Website
www.retireeincome.com
Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Corporate Office
  • 12120 State Line Road
  • Suite 343
  • Leawood, KS 66209
  • United States
Primary Industry
Other Financial Services
Other Industries
Financial Software
Parent Company
T. Rowe Price Group
Corporate Office
  • 12120 State Line Road
  • Suite 343
  • Leawood, KS 66209
  • United States

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Retiree Income Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA		 Post-Val Status Debt

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Retiree Income Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Operator of retirement income planning software intended to increase the lifetime value of total after-tax income and be
Other Financial Services
Leawood, KS

London, United Kingdom
 

Radnor, PA
 
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Retiree Income Competitors (12)

One of Retiree Income’s 12 competitors is Smart Pension, a Venture Capital-Backed company based in London, United Kingdom.

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Smart Pension Venture Capital-Backed London, United Kingdom
eMoney Advisor Corporate Backed or Acquired Radnor, PA
Fintuity Venture Capital-Backed London, United Kingdom
Income Lab Venture Capital-Backed Golden, CO
Savology Venture Capital-Backed Lehi, UT
You’re viewing 5 of 12 competitors. Get the full list »

Retiree Income Patents

  • 1

    Total Documents Applications and Grants

  • Total Patents Families

  • 1

    Granted

  • Pending

  • Expiring in next 12 mo

Retiree Income Recent Patent Activity

Publication ID Patent Title Status First Filing Date Technology (CPC) Citations
US-20130262151-A1 Computer program, system, and method for mapping social security claiming strategies Active 30-Mar-2012

Retiree Income FAQs

  • When was Retiree Income founded?

    Retiree Income was founded in 2008.

  • Where is Retiree Income headquartered?

    Retiree Income is headquartered in Leawood, KS.

  • What industry is Retiree Income in?

    Retiree Income’s primary industry is Other Financial Services.

  • Is Retiree Income a private or public company?

    Retiree Income is a Private company.

  • What is Retiree Income’s current revenue?

    The current revenue for Retiree Income is .

  • Who are Retiree Income’s competitors?

    Smart Pension, eMoney Advisor, Fintuity, Income Lab, and Savology are some of the 12 competitors of Retiree Income.

  • When was Retiree Income acquired?

    Retiree Income was acquired on 20-Apr-2023.

  • Who acquired Retiree Income?

    Retiree Income was acquired by T. Rowe Price Group.

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