| # | Company | Location | Employees | Total Funding | Last Round | Last Funded |
|---|---|---|---|---|---|---|
| 1 |
Betterment
Betterment is an online investment company that offers investing and retirement …
|
New York | 501 - 1K | $435.0M | Debt Financing | 2021-09-29 |
| 2 |
Vestwell
Vestwell is a digital savings platform that offers and manages a range of saving…
|
New York | 251 - 500 | $623.8M | Series E | 2026-02-18 |
| 3 |
Credent Wealth Management
Credent Wealth Management offers financial planning, investment management, reti…
|
Auburn | 51 - 100 | $150.0M | Debt Financing | 2025-12-05 |
| 4 |
Fidelity
Fidelity is a privately-owned investment manager focusing on a diverse set of cu…
|
Boston | c 10001 max | $152.8M | Secondary Market | 2020-12-28 |
| 5 |
ReNew
ReNew is offering services on senior citizens.
|
Toledo | 11 - 50 | $200.0M | Private Equity | 2018-01-01 |
| 6 |
Ontario Teachers' Pension Plan
Ontario Teachers' Pension Plan invests and administers the pensions of active an…
|
Toronto | 1K - 5K | $593.6M | Debt Financing | 2025-09-16 |
| 7 |
Aquarian Holdings
Aquarian Holdings is a holding company with interests in businesses including in…
|
New York | 11 - 50 | $750.0M | Debt Financing | 2024-10-25 |
| 8 |
Catch
Catch is a platform that offers health insurance, retirement plans, and tax with…
|
New York | 1 - 10 | $20.1M | Series A | 2021-07-30 |
| 9 |
Kota
We make it extraordinarily easy to roll out and manage benefits globally.
|
Dublin | 11 - 50 | $22.4M | Series A | 2025-05-22 |
| 10 |
Prudential Financial
Prudential Financial specializes in the fields of investment management, life in…
|
Newark | c 10001 max | $1.2B | Post Ipo Debt | 2025-03-13 |
| 11 |
Micruity
Micruity is a finance and insurance company that provides services in retirement…
|
Toronto | 11 - 50 | $30.1M | Series A | 2025-12-03 |
| 12 |
SimplyWise
1.5M+ small business owners use SimplyWise’s AI-powered apps
|
New York | 1 - 10 | $21.1M | Series Unknown | 2025-10-23 |
| 13 |
Basic Capital
Basic Capital is a retirement investment platform that enhances retirement savin…
|
New York | 1 - 10 | $25.0M | Series A | 2025-08-18 |
| 14 |
Capitalize
Capitalize locates and transfers retirement assets for financial institutions an…
|
New York | 11 - 50 | $33.5M | Series B | 2024-08-14 |
| 15 |
Nassau Financial Group
Nassau Financial Group is an insurance and financial services company specializi…
|
Hartford | 501 - 1K | $1.2B | Debt Financing | 2025-07-08 |
| 16 |
Spark Advisors
Spark Advisors is a technology-enabled brokerage that partners with independent …
|
New York | 11 - 50 | $53.6M | Series B | 2024-01-23 |
| 17 |
Bishop Gadsden Episcopal Retirement Community
Bishop Gadsden Episcopal Retirement Community is a non-profit organization that …
|
Charleston | 251 - 500 | $47.9M | Debt Financing | 2026-01-13 |
| 18 |
Human Interest
Human Interest is a 401(k) provider that helps employees of small and medium-siz…
|
San Francisco | 501 - 1K | $914.6M | Series Unknown | 2025-10-31 |
| 19 |
ForUsAll
ForUsAll is a 401(k) platform that provides access to cryptocurrency.
|
San Francisco | 11 - 50 | $48.9M | Debt Financing | 2022-10-11 |
| 20 |
Stax.ai
Stax.ai is the AI operating system that automates retirement plan administration…
|
Scottsdale | 11 - 50 | $11.6M | Seed | 2024-09-12 |
| 21 |
PHP Agency
PHP Agency is a national, financial services company that offers clients persona…
|
Addison | 101 - 250 | $11.9M | Series Unknown | 2017-08-22 |
| 22 |
Retirable
Retirable is a financial services technology company specializing in retirement …
|
New York | 1 - 10 | $25.7M | Series A | 2025-07-16 |
| 23 |
Charlie
Charlie provides financial and banking services to retirees.
|
Los Angeles | 11 - 50 | $30.5M | Series A | 2023-10-31 |
| 24 |
Merit Financial Advisors
Merit Financial Advisors specializes in divorce services, loss of a spouse, weal…
|
Alpharetta | 251 - 500 | — | Secondary Market | 2025-07-07 |
| 25 |
Maxima Live Signals
Maxima Live Signals is a Private Investments Trading Signals company that provid…
|
Desoto | 11 - 50 | $80.0M | Private Equity | 2017-06-18 |
| 26 |
Aboon
The fastest way to launch retirement plans. Powered by AI, backed by real humans…
|
New York | 11 - 50 | $17.5M | Seed | 2025-10-16 |
| 27 |
ICICI Prudential Life Insurance
ICICI Prudential Life Insurance Company Ltd. is one of the life insurance player…
|
Mumbai | c 10001 max | $516.9M | Post Ipo Debt | 2025-01-15 |
| 28 |
NewRetirement
NewRetirement is a financial planning platform for employers and individuals.
|
Mill Valley | 11 - 50 | $32.6M | Series A | 2024-03-27 |
| 29 |
CAPTRUST
CAPTRUST Financial Advisors offers wealth management and retirement plan consult…
|
Raleigh | 1K - 5K | $312.5M | Private Equity | 2023-09-19 |
| 30 |
Smart
Smart is a savings and investments technology platform provider.
|
London | 501 - 1K | $395.8M | Series E | 2023-05-15 |
| 31 |
Oneloop
OneLoop is a financial services platform that specializes in building an AI work…
|
Seattle | 1 - 10 | $500K | Pre Seed | 2022-06-25 |
| 32 |
Advice Analytics, Inc.
Email AI and Predictive Analytics for 401(k) retirement
|
San Diego | 1 - 10 | $907K | Angel | 2020-11-01 |
| 33 |
CoverRight
CoverRight is the trusted co-pilot for older adults to navigate health and finan…
|
Brooklyn | 1 - 10 | $8.1M | Series Unknown | 2025-08-11 |
| 34 |
Air Force Enlisted Village
Air Force Enlisted Village provides home for surviving spouses of retired U.S. A…
|
Shalimar | 101 - 250 | $72.0M | Grant | 2025-12-10 |
| 35 |
Constellation Insurance, Inc.
We are a leading insurance holding company providing insurance and reinsurance s…
|
Cincinnati | 251 - 500 | $350.0M | Debt Financing | 2025-10-22 |
| 36 |
Stay
Stay is a long-term incentive platform
|
São Paulo | 1 - 10 | $3.0M | Seed | 2024-10-30 |
| 37 |
Chariot Reinsurance
Chariot Reinsurance is a financial service company that provides insurance, asse…
|
Hamilton | 11 - 50 | $1.0B | Private Equity | 2024-12-11 |
| 38 |
Legal & General
Legal & General provides individual life assurance products and manages retireme…
|
London | c 10001 max | $1.0B | Post Ipo Debt | 2025-09-05 |
| 39 |
Nestimate
Nestimate is an analytics platform that provides retirement income services.
|
Lincoln | 1 - 10 | $3.3M | Seed | 2025-08-29 |
| 40 |
Common Wealth
Common Wealth is a digital platform that provides retirement planning services.
|
Toronto | 11 - 50 | $24.6M | Grant | 2025-09-03 |
| 41 |
Absolute Financial Management
Absolute Financial Management provides financial advice for businesses and indiv…
|
Ashford | 51 - 100 | $135.0M | Private Equity | 2025-08-12 |
| 42 |
Selco Community Credit Union
Selco Community Credit Union is a not-for-profit financial institution that offe…
|
Eugene | 251 - 500 | $3.7M | Grant | 2023-04-10 |
| 43 |
LINK Investment Management
LINK enables partners to drive business through transformative workplace savings…
|
Calgary | 11 - 50 | $11.7M | Series A | 2023-07-28 |
| 44 |
FIDx
FIDx provides retirement planning, wealth planning, financial advice, and planni…
|
Berwyn | 51 - 100 | $45.4M | Series Unknown | 2025-06-17 |
| 45 |
Icon
Icon is a retirement technology company pioneering Portable Retirement Plans (PR…
|
San Francisco | 11 - 50 | $21.4M | Seed | 2024-09-24 |
| 46 |
Pasadena Private Lending
Pasadena Private Lending specializes in private lending, retirement solutions, w…
|
Pasadena | 11 - 50 | $250.0M | Debt Financing | 2025-10-28 |
| 47 |
Accushield
Healthcare SaaS Technology
|
Atlanta | 51 - 100 | $5.5M | Series Unknown | 2018-11-01 |
| 48 |
Horizon House (CCRC)
Horizon House community encourages creativity and individuality & promotes an ac…
|
Seattle | 251 - 500 | $600.0M | Debt Financing | 2025-11-18 |
| 49 |
Erickson Senior Living
Erickson Senior Living is a retirement community intended to help seniors.
|
Catonsville | c 10001 max | $364.8M | Debt Financing | 2025-10-07 |
| 50 |
Covenant Living
Covenant Living is a retirement living organization that offers various amenitie…
|
Skokie | 1K - 5K | $146.4M | Debt Financing | 2025-04-21 |