Insights

Rapid Growth Recognition Strategic Retirement Partners has been recognized as one of America's fastest-growing private companies, ranking No. 1047 on the 2025 Inc. 5000 list. This demonstrates a strong market presence and expanding client base, presenting opportunities to target their rapidly growing portfolio of plans.

Expanding Industry Footprint With recent leadership hires and active participation in industry conferences like PLANADVISER, SRP shows ongoing expansion and thought leadership in the retirement planning space, indicating openness to new innovative solutions and partnerships.

Diverse Service Portfolio SRP consults on a wide range of retirement plan types including defined contribution, defined benefit, non-profit plans, ESOPs, and executive benefits, creating opportunities for tailored product offerings across multiple segments and plan structures.

Strong Industry Recognition Being named a Best Places to Work in Money Management signals a healthy, employee-focused culture, which may translate into receptiveness for solutions that improve employee engagement, workforce management, or internal operational efficiencies.

Technology Integration Focus Active participation in conferences and discussions on leveraging technology in plan practices suggest SRP's strategic interest in digital tools and solutions, opening avenues for tech-enhanced services such as plan administration, data analytics, or client engagement platforms.

Strategic Retirement Partners Tech Stack

Strategic Retirement Partners uses 8 technology products and services including Google Hosted Libraries, Open Graph, Hammer.js, and more. Explore Strategic Retirement Partners's tech stack below.

  • Google Hosted Libraries
    Content Delivery Network
  • Open Graph
    Content Management System
  • Hammer.js
    Javascript Libraries
  • Amazon ALB
    Load Balancers
  • jQuery Mobile
    Mobile Frameworks
  • Cloudflare Bot Management
    Security
  • Google Analytics
    Web Analytics
  • Apache
    Web Servers

Media & News

Strategic Retirement Partners's Email Address Formats

Strategic Retirement Partners uses at least 1 format(s):
Strategic Retirement Partners Email FormatsExamplePercentage
FirstL@srpretire.comJohnD@srpretire.com
69%
FLast@srpretire.comJDoe@srpretire.com
20%
Last@srpretire.comDoe@srpretire.com
7%
First.Last@srpretire.comJohn.Doe@srpretire.com
4%

Frequently Asked Questions

Where is Strategic Retirement Partners's headquarters located?

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Strategic Retirement Partners's main headquarters is located at United States. The company has employees across 2 continents, including North AmericaSouth America.

What is Strategic Retirement Partners's official website and social media links?

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Strategic Retirement Partners's official website is srpretire.com and has social profiles on LinkedIn.

What is Strategic Retirement Partners's SIC code NAICS code?

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

How many employees does Strategic Retirement Partners have currently?

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As of May 2026, Strategic Retirement Partners has approximately 118 employees across 2 continents, including North AmericaSouth America. Key team members include Chief Operating Officer: D. M.Chief Compliance Officer: S. H.Vice President - Retirement & Wealth Management: S. T.. Explore Strategic Retirement Partners's employee directory with LeadIQ.

What industry does Strategic Retirement Partners belong to?

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Strategic Retirement Partners operates in the Financial Services industry.

What technology does Strategic Retirement Partners use?

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Strategic Retirement Partners's tech stack includes Google Hosted LibrariesOpen GraphHammer.jsAmazon ALBjQuery MobileCloudflare Bot ManagementGoogle AnalyticsApache.

What is Strategic Retirement Partners's email format?

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Strategic Retirement Partners's email format typically follows the pattern of FirstL@srpretire.com. Find more Strategic Retirement Partners email formats with LeadIQ.

When was Strategic Retirement Partners founded?

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Strategic Retirement Partners was founded in 2015.

Strategic Retirement Partners

Financial ServicesUnited States51-200 Employees

Strategic Retirement Partners is based in the United States and provides retirement plan consulting for employers and their plan committees. It offers investment guidance, plan design, and co-fiduciary governance to help participants achieve retirement outcomes, and it consults on more than 1,300 corporate and non-profit plans representing tens of thousands of employees as of January 1, 2025. Its managing directors have repeatedly been recognized by industry outlets for accomplishments in institutional retirement plan consulting, and the firm supports a broad range of plan types, including defined contribution, defined benefit, non-profit plans, ESOPs, executive benefits, and HSAs.
Within the financial services landscape, securities are offered through LPL Financial, while investment advisory services are provided by WELLth Advisory Services, LLC, doing business as Strategic Retirement Partners, an SEC-registered advisor; the SRP and WELLth entities are separate from LPL. In June 2026, SRP participated in PLANSPONSOR's National Conference to discuss the evolution of default investing toward more personalized approaches.

Section iconCompany Overview

Headquarters
United States
SIC Code
7299 - Miscellaneous Personal Services, Not Elsewhere Classified
NAICS Code
52 - Finance and Insurance
Founded
2015
Employees
51-200

Section iconFunding & Financials

  • $100M$250M

    Strategic Retirement Partners's revenue is estimated to be in the range of $100M$250M

Section iconFunding & Financials

  • $100M$250M

    Strategic Retirement Partners's revenue is estimated to be in the range of $100M$250M

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