Insights

Strategic Growth Retirement Essentials recently expanded through a merger with SuperEd, indicating a growth trajectory and potential need for scalable financial systems, integration services, and client onboarding automation to support larger customer bases.

Tech Stack Leverage Current technology stack includes AWS, WordPress, PHP, and various JS libraries which suggests opportunities for cloud optimization, secure hosting, CMS enhancements, and front-end performance improvements to modernize client experiences.

Financial Scale Reported revenue in the 1M–10M range places the firm in a mid-market tier with governance and compliance needs that could benefit from fintech partnerships, accounting automation, and scaled service bureaus.

Industry Fit As a financial services firm with a focus on retirement-related matters, there are cross-sell opportunities for wealth management tooling, retirement planning analytics, and regulatory reporting solutions.

Geographic Footprint Headquartered in Ithaca, NY with a digital-first footprint implies potential for regionally targeted solutions, partner networks, and consulting services that address local market nuances and client acquisition.

Similar companies to Retirement Essentials

Retirement Essentials Tech Stack

Retirement Essentials uses 8 technology products and services including Amazon Web Services, WordPress, Twemoji, and more. Explore Retirement Essentials's tech stack below.

  • Cloud Hosting
  • Content Management System
  • Twemoji
    Font Scripts
  • Hammer.js
    Javascript Libraries
  • jQuery
    Javascript Libraries
  • Modernizr
    Javascript Libraries
  • Google Maps
    Maps
  • PHP
    Programming Languages

Retirement Essentials's Email Address Formats

Retirement Essentials uses at least 1 email format:
Retirement Essentials Email FormatsExamplePercentage
First@retirementessentials.comJohn@retirementessentials.com
100%

Frequently Asked Questions

What is Retirement Essentials's phone number?

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

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Retirement Essentials's official website is retirementessentials.com and has social profiles on LinkedIn.

How much revenue does Retirement Essentials generate?

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As of September 2026, Retirement Essentials's annual revenue is estimated to be $1M - $10M.

What is Retirement Essentials's SIC code and NAICS code?

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Retirement Essentials's SIC code is 7299 - Miscellaneous Personal Services, Not Elsewhere Classified and NAICS code is 52 - Finance and Insurance.

How many employees does Retirement Essentials have currently?

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As of September 2026, Retirement Essentials has approximately 5 employees across 1 continents, including North America. Key team members include Retirement Specialist: R. E. and Administrative Assistant: A. G. Explore Retirement Essentials's employee directory with LeadIQ.

What industry does Retirement Essentials belong to?

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Retirement Essentials operates in the Financial Services industry.

What technology does Retirement Essentials use?

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Retirement Essentials's tech stack includes Amazon Web Services, WordPress, Twemoji, Hammer.js, jQuery, Modernizr, Google Maps and PHP.

What is Retirement Essentials's email format?

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Retirement Essentials's email format typically follows the pattern of First@retirementessentials.com. Find more Retirement Essentials email formats with LeadIQ.
Retirement Essentials logo

Retirement Essentials

Financial ServicesNew York, United States2-10 Employees

Retirement Essentials is a financial services company based in Ithaca, New York. The firm operates within the accounting space, offering services to clients in need of financial guidance and accounting support, with a focus on practical solutions carried out from its Ithaca office. The company recently expanded through a business combination with SuperEd Pty Ltd, a development noted in August 2018, indicating a period of growth through merger activity. The organization maintains a small to mid-sized professional presence, and it operates in a city known for its local services, while serving clients likely seeking tailored accounting and financial assistance. In its industry, Retirement Essentials sits among peers that provide extensive financial and accounting services, illustrating its place in a broader Financial Services sector that includes large, well-established firms.

Section iconCompany Overview

Phone number
SIC Code
7299 - Miscellaneous Personal Services, Not Elsewhere Classified
NAICS Code
52 - Finance and Insurance
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    Retirement Essentials's revenue is estimated to be in the range of $1M - $10M

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