Insights

Innovative Retirement Software JourneyGuide offers a cutting-edge retirement income planning tool characterized by its speed, simplicity, and proprietary algorithms. This positions it as a compelling solution for financial advisors seeking to differentiate their services and attract clients looking for efficient, reliable retirement planning options.

Strategic Partnerships Recent collaborations with Huntington University Foundation and Ash Brokerage indicate actively expanding market reach and credibility within the financial advisory community. These partnerships suggest opportunities to leverage educational and insurance distribution channels to increase customer acquisition.

Market Differentiation With unique features that set it apart from competitors like Redtail, RightCapital, and eMoney Advisor, JourneyGuide appeals to advisory firms aiming for a competitive edge. Targeting mid-sized and independent financial advisors could unlock growth in segments seeking innovative, user-friendly planning tools.

Growth Potential Operating within an estimated $1 million to $10 million revenue range with a lean team indicates scalability and niche market focus. Developing targeted outreach to similar-sized advisory firms could accelerate sales by emphasizing product efficiency and advanced analytics.

Technology and Accessibility Leveraging cloud-based technologies such as Google Cloud and API-driven features ensures a modern, reliable platform. Emphasizing seamless integration and user-friendly interfaces can appeal to advisors seeking streamlined solutions for client engagement and retention.

JourneyGuide Planning Software Tech Stack

JourneyGuide Planning Software uses 8 technology products and services including Cloudflare, Google Cloud, JSON-LD, and more. Explore JourneyGuide Planning Software's tech stack below.

  • Cloudflare
    Content Management System
  • Google Cloud
    Infrastructure As A Service
  • JSON-LD
    Javascript Frameworks
  • Swiper
    Javascript Libraries
  • Hammer.js
    Javascript Libraries
  • YouTube
    Video Players
  • X-Content-Type-Options
    Web & Portal Technology
  • Elementor Header & Footer Builder
    Web Platform Extensions

JourneyGuide Planning Software's Email Address Formats

JourneyGuide Planning Software uses at least 1 format(s):
JourneyGuide Planning Software Email FormatsExamplePercentage
First@journeyguideplanning.comJohn@journeyguideplanning.com
100%

Frequently Asked Questions

Where is JourneyGuide Planning Software's headquarters located?

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JourneyGuide Planning Software's main headquarters is located at 888 South Harrison Street Fort Wayne, Indiana 46802 United States. The company has employees across 1 continents, including North America.

What is JourneyGuide Planning Software's phone number?

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You can contact JourneyGuide Planning Software's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is JourneyGuide Planning Software's official website and social media links?

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JourneyGuide Planning Software's official website is journeyguideplanning.com and has social profiles on LinkedIn.

What is JourneyGuide Planning Software's NAICS code?

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JourneyGuide Planning Software's NAICS code is 52 - Finance and Insurance.

How many employees does JourneyGuide Planning Software have currently?

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As of April 2026, JourneyGuide Planning Software has approximately 5 employees across 1 continents, including North America. Key team members include Chief Technology Officer / Principal Engineer: T. L.Co-Founder, President: M. S.Co-Founder, Chief R And D Officer: J. R.. Explore JourneyGuide Planning Software's employee directory with LeadIQ.

What industry does JourneyGuide Planning Software belong to?

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JourneyGuide Planning Software operates in the Financial Services industry.

What technology does JourneyGuide Planning Software use?

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JourneyGuide Planning Software's tech stack includes CloudflareGoogle CloudJSON-LDSwiperHammer.jsYouTubeX-Content-Type-OptionsElementor Header & Footer Builder.

What is JourneyGuide Planning Software's email format?

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JourneyGuide Planning Software's email format typically follows the pattern of First@journeyguideplanning.com. Find more JourneyGuide Planning Software email formats with LeadIQ.

When was JourneyGuide Planning Software founded?

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JourneyGuide Planning Software was founded in 2015.

JourneyGuide Planning Software

Financial ServicesIndiana, United States2-10 Employees

JourneyGuide is not your typical retirement planning tool – it’s a new approach to retirement income planning. It’s simpler, faster and better than anything you’ve seen before. JourneyGuide allows you to interactively work with your clients’ and provide answers to their most important retirement questions in seconds, not days. And, you can quickly show them options for improving their retirement beyond, “Save more, retire later.” Together, you can chart a course to, and through, retirement.

JourneyGuide is fast and easy to use.  So fast and simple that you may underestimate the incredible amount of analysis going on in the background.  Proprietary algorithms based on years research allow for this speed while at the same time support the rigor necessary to provide results that advisors and clients can be confident in.  

JourneyGuide’s unique features separate it from other software in the marketplace – and you can use it to separate your business from the competition. 
 
Clients only get one shot at retirement … Get it right from the start with JourneyGuide.

Section iconCompany Overview

Headquarters
888 South Harrison Street Fort Wayne, Indiana 46802 United States
Phone number
NAICS Code
52 - Finance and Insurance
Founded
2015
Employees
2-10

Section iconFunding & Financials

  • $1M$10M

    JourneyGuide Planning Software's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    JourneyGuide Planning Software's revenue is estimated to be in the range of $1M$10M

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