Insights

Market Niche RetireUp operates in the niche of retirement planning technology focused on the distribution and income phase, which offers opportunities to target financial advisors and RIAs seeking innovative tools to enhance client engagement and differentiate in a competitive advisory market.

Product Differentiation The company's emphasis on transforming client conversations into comprehensive Retirement Income Stories positions it as a valuable partner for firms aiming to improve client retention through engaging, personalized retirement planning solutions.

Technology Integration RetireUp's web-based platform, utilizing a modern tech stack including tools like Drift and HubSpot, presents opportunities to upsell integrations with other CRM and engagement systems to enhance workflow and client communication.

Customer Segments RetireUp primarily targets registered representatives, independent financial advisors, and RIAs, which indicates potential expansion opportunities into larger enterprise channels or institutional retirement plan providers seeking scalable digital solutions.

Growth Potential With a revenue range of 10-25 million and a focused market approach, there is potential to develop new features addressing emerging retirement complexities or expanding into adjacent financial services markets to increase customer lifetime value.

RetireUp Tech Stack

RetireUp uses 8 technology products and services including Font Awesome, yepnope.js, jQuery Migrate, and more. Explore RetireUp's tech stack below.

Font Awesome

Font Scripts

yepnope.js

Javascript Frameworks

jQuery Migrate

Javascript Libraries

Modernizr

Javascript Libraries

Drift

Live Chat

HubSpot

Marketing Automation

Google Plus

Widgets

Twitter

Widgets

RetireUp Email Formats	Example	Percentage
First@retireup.com	John@retireup.com	43%
Last@retireup.com	Doe@retireup.com	35%
First.Last@retireup.com	John.Doe@retireup.com	13%
FLast@retireup.com	JDoe@retireup.com	9%

RetireUp Email Formats

Example

Percentage

First@retireup.com

John@retireup.com

43%

Last@retireup.com

Doe@retireup.com

35%

First.Last@retireup.com

John.Doe@retireup.com

13%

FLast@retireup.com

JDoe@retireup.com

Frequently Asked Questions

Where is RetireUp's headquarters located?

RetireUp's main headquarters is located at 600 US 45, Suite 150 West Libertyville, IL 60048, US. The company has employees across 1 continents, including North America.

What is RetireUp's phone number?

You can contact RetireUp's main corporate office by phone at

+1-800-935-****

. 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 RetireUp's official website and social media links?

RetireUp's official website is retireup.com and has social profiles on LinkedIn Crunchbase.

What is RetireUp's SIC code NAICS code?

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

How many employees does RetireUp have currently?

As of October 2025, RetireUp has approximately 11 employees across 1 continents, including North America. Key team members include Director Business Development: A. H.. Explore RetireUp's employee directory with LeadIQ.

What industry does RetireUp belong to?

RetireUp operates in the Financial Services industry.

What technology does RetireUp use?

RetireUp's tech stack includes Font Awesomeyepnope.jsjQuery MigrateModernizrDriftHubSpotGoogle PlusTwitter.

What is RetireUp's email format?

RetireUp's email format typically follows the pattern of First@retireup.com. Find more RetireUp email formats with LeadIQ.

When was RetireUp founded?

RetireUp was founded in 2012.

RetireUp

Financial ServicesUnited States11-50 Employees

In a market that is seeing increased competition from robo-advisors, RetireUp offers registered representatives and RIAs a way to provide value by providing clients with essential consultation and guidance.

RetireUp transforms client conversations into the centerpiece of the Retirement Income Story© - with compelling discussions around the full picture of defined income (Social Security, variable annuities, fixed index annuities, pensions) and other assets.

RetireUp’s web based tool sets itself apart with a focus on the distribution phase of retirement, the ability to model annuity and insurance products, and an engaging interface. The tool provides a useful balance between basic retirement calculators and complicated retirement planning tools. RetireUp works with enterprises, registered representatives, independent financial advisors and RIAs. 

For more information go to www.retireup.com.

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RetireUp Tech Stack

Media & News

RetireUp's Email Address Formats