Holistic Retirement Offer Retirable provides an integrated retirement planning platform that combines investing, planning, and ongoing advisor support, presenting a comprehensive solution suitable for financial advisory firms seeking to expand their service portfolios.
Partnership Opportunities Recent collaborations with health insurance and fraud protection services like eHealth and Carefull suggest potential for cross-promotional ventures and integrated offerings that can enhance client value propositions.
Growing Funding and Revenue With over 10 million dollars in funding and revenue estimates between 25 to 50 million dollars, Retirable demonstrates financial stability and growth potential, making it an attractive partner or solution for firms seeking innovative retirement solutions.
Tech-Driven Engagement Utilizing modern technologies such as Salesforce, PWA, and analytics platforms, Retirable emphasizes digital engagement and data-driven decision-making, providing opportunities for partners to leverage advanced tech to meet client needs.
Market Positioning Operating in the competitive financial services space with peers like Betterment and Wealthfront, Retirable's focus on holistic, advisor-supported retirement planning positions it well to attract clients looking for personalized, comprehensive financial guidance.