Insights

Strong Market Position Leading Retirement Solutions (LRS) operates in the sizable financial services industry, with revenues estimated between 25 and 50 million dollars, and serves clients across all 50 states, indicating a broad geographic reach and substantial market presence.

Custom Retirement Strategies The company's tailored approach to retirement plan design, including advanced options like alternative investments and integrated plan administration, presents opportunities to upsell or cross-sell comprehensive financial planning services to existing clients seeking personalized solutions.

Technology Integration LRS's recent integration with UZIO Technology’s HRIS platform highlights a focus on seamless, tech-driven client solutions, suggesting a potential market for additional technology-enabled retirement planning tools and automated compliance services.

Recognition and Credibility With a Net Promoter Score nearly double the industry average and recognition on the Inc5000 list, LRS has a proven reputation for quality service, making it an attractive partner for financial advisors, HR firms, or organizations seeking reliable retirement plan administration.

Growth and Expansion Serving a niche that combines entrepreneurship, small and medium-sized businesses, and complex plan options like ROBS and ESOPs, LRS presents opportunities for partnerships with legal and tax advisory firms aiming to expand their retirement planning offerings.

Leading Retirement Solutions Tech Stack

Leading Retirement Solutions uses 8 technology products and services including Facebook Pixel, RSS, Slick, and more. Explore Leading Retirement Solutions's tech stack below.

  • Facebook Pixel
    Analytics
  • RSS
    Content Management System
  • Slick
    Javascript Libraries
  • HubSpot
    Marketing Automation
  • SWFObject
    Miscellaneous
  • Buildout
    Real Estate Marketing
  • Google Tag Manager
    Tag Management
  • Apache HTTP Server
    Web Servers

Leading Retirement Solutions's Email Address Formats

Leading Retirement Solutions uses at least 1 format(s):
Leading Retirement Solutions Email FormatsExamplePercentage
First.Last@leadingretirement.comJohn.Doe@leadingretirement.com
78%
Last@leadingretirement.comDoe@leadingretirement.com
11%
LFirst@leadingretirement.comDJohn@leadingretirement.com
6%
First@leadingretirement.comJohn@leadingretirement.com
5%

Frequently Asked Questions

Where is Leading Retirement Solutions's headquarters located?

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Leading Retirement Solutions's main headquarters is located at 2226 Eastlake Avenue East #88 Seattle, Washington 98102 United States. The company has employees across 1 continents, including North America.

What is Leading Retirement Solutions's phone number?

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You can contact Leading Retirement Solutions'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 Leading Retirement Solutions's official website and social media links?

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Leading Retirement Solutions's official website is leadingretirement.com and has social profiles on LinkedIn.

What is Leading Retirement Solutions's SIC code NAICS code?

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Leading Retirement Solutions's SIC code is 7389 - Business Services, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

How many employees does Leading Retirement Solutions have currently?

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As of March 2026, Leading Retirement Solutions has approximately 26 employees across 1 continents, including North America. Key team members include Client Service Manager: G. S.Manager: K. V.Retirement Plan Relationship Manager: V. A.. Explore Leading Retirement Solutions's employee directory with LeadIQ.

What industry does Leading Retirement Solutions belong to?

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Leading Retirement Solutions operates in the Financial Services industry.

What technology does Leading Retirement Solutions use?

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Leading Retirement Solutions's tech stack includes Facebook PixelRSSSlickHubSpotSWFObjectBuildoutGoogle Tag ManagerApache HTTP Server.

What is Leading Retirement Solutions's email format?

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Leading Retirement Solutions's email format typically follows the pattern of First.Last@leadingretirement.com. Find more Leading Retirement Solutions email formats with LeadIQ.

When was Leading Retirement Solutions founded?

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Leading Retirement Solutions was founded in 2011.

Leading Retirement Solutions

Financial ServicesWashington, United States11-50 Employees

Contact us at service@leadingretirement.com!

At Leading Retirement Solutions, we serve as the bridge between today’s financial priorities and tomorrow’s retirement goals. We specialize in helping entrepreneurs and business owners design and implement retirement strategies that support their business growth, employee well-being, and long-term financial success.

Our approach is centered on you. From alternative investment strategies to custom retirement plan design, we tailor every solution to meet the unique needs of your business. Our team of highly trained and credentialed retirement professionals works closely with you to identify savings goals, employee benefit priorities, and tax reduction opportunities—without relying on prepackaged solutions.

As certified consultants and administrators, our mission is to proactively support organizations with a full suite of retirement plan services, including plan design, administration, compliance, government reporting, and recordkeeping. We offer access to over 24,000 traditional and alternative investment options across widely used retirement plans such as 401(k), 403(b), Defined Benefit, SEP & SIMPLE IRAs, ROBS, ESOPs, and other company-sponsored plans.

We collaborate seamlessly with investment advisors, attorneys, CPAs, payroll providers, and other service partners to ensure your retirement plan is integrated and effective.

With a Net Promoter Score nearly double the industry average, our proven quality of service and experienced support have helped employers implement innovative financing solutions, reduce tax burdens, and offer flexible, affordable retirement savings plans for themselves, their employees, investors, and families.

Headquartered in Seattle, WA, LRS proudly serves clients in all 50 states.

CEO, Kirsten Curry recognized as a Woman to Watch in a feature by Marijana Venture: https://www.marijuanaventure.com/wtw-kirsten-curry/

Recognized on the Inc5000 list: https://www.inc.com

Section iconCompany Overview

Headquarters
2226 Eastlake Avenue East #88 Seattle, Washington 98102 United States
Phone number
SIC Code
7389 - Business Services, Not Elsewhere Classified
NAICS Code
52 - Finance and Insurance
Founded
2011
Employees
11-50

Section iconFunding & Financials

  • $25M$50M

    Leading Retirement Solutions's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    Leading Retirement Solutions's revenue is estimated to be in the range of $25M$50M

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