Insights

Acquisition Momentum Retirement Essentials recently merged with SuperEd in August 2018, indicating an active growth strategy and potential cross-sell opportunities to integrate services or expand client onboarding capabilities for expanded financial offerings.

Niche Focus As a small financial services firm with 2-10 employees and revenue in the mid-range, there may be alignment for scalable, cost-effective compliance, advisory, or back-office solutions tailored to mid-market or boutique retirement planning clients.

Tech Stack Current technologies include WordPress, PHP, React, and various frontend tools, signaling opportunities to offer modernization, CMS enhancements, data integration, or secure client portal improvements to improve user experience.

Growth Readiness Mid-tier revenue suggests potential for growth financing, tax and accounting automation, and financial planning software integrations to support scaling operations as client base expands.

Competitive Lens Operating in a space with large incumbents and advisory platforms, Retirement Essentials could benefit from partnerships or white-label solutions to differentiate through streamlined services, cost efficiency, and accelerated client onboarding.

Retirement Essentials Tech Stack

Retirement Essentials uses 8 technology products and services including WordPress, Google Fonts API, Twemoji, and more. Explore Retirement Essentials's tech stack below.

  • WordPress
    Content Management System
  • Google Fonts API
    Font Scripts
  • Twemoji
    Font Scripts
  • React
    Javascript Frameworks
  • Hammer.js
    Javascript Libraries
  • Modernizr
    Javascript Libraries
  • Google Maps
    Maps
  • PHP
    Programming Languages

Retirement Essentials's Email Address Formats

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

Frequently Asked Questions

What is Retirement Essentials's phone number?

Minus sign iconPlus sign icon
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?

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

How much revenue does Retirement Essentials generate?

Minus sign iconPlus sign icon
As of July 2026, Retirement Essentials's annual revenue is estimated to be $1M - $10M.

What is Retirement Essentials's SIC code NAICS code?

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

How many employees does Retirement Essentials have currently?

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

What industry does Retirement Essentials belong to?

Minus sign iconPlus sign icon
Retirement Essentials operates in the Financial Services industry.

What technology does Retirement Essentials use?

Minus sign iconPlus sign icon
Retirement Essentials's tech stack includes WordPressGoogle Fonts APITwemojiReactHammer.jsModernizrGoogle MapsPHP.

What is Retirement Essentials's email format?

Minus sign iconPlus sign icon
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

Section iconFunding & Financials

  • $1M - $10M

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

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.