RetireOne Email Format

Financial ServicesCalifornia, United States2-10 Employees

RetireOne operates from San Francisco, California, as an independent platform that provides fee-based insurance and annuity solutions. The platform aggregates offerings from multiple A-rated insurers, creating a fiduciary marketplace that advisers can access at no extra cost to themselves or their clients. Its user base includes registered investment advisers and other fee-based advisors who rely on the platform to access insurance options for retirement planning. Since 2011, it has served more than a thousand RIAs and fee-based advisors.

The business sits within the financial services sector and functions as an independent conduit for retirement income solutions within the advisory ecosystem. In October 2025, Simplicity Group announced its acquisition of RetireOne, a development that underscores the platform's ongoing role in retirement income planning.

Sign up for free to view info

Company overview Employee directory