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RetireUp is a provider of integrated retirement income planning solutions built to strengthen the client-advisor relationship. By presenting complex concepts in easily understood numbers and graphics, RetireUp allows advisors to quickly engage clients and transform them into enthusiastic participants in the planning process. With powerful tools, actuarial-level product modeling, data integration, and an automated forms system, RetireUp facilitates more meaningful client-advisor conversations and faster, better solutions that streamline the entire planning process. RetireUp was formed in 2012 and is based in Libertyville, Illinois.
| DEAL STATS | # |
|---|---|
| Overall | 1 of 1 |
| Sector: Internet Software and Services M&A | 1 of 1 |
| Type: Add-on Acquisition M&A Deals | 1 of 1 |
| State: Michigan M&A | 1 of 1 |
| Country: United States M&A | 1 of 1 |
| Year: 2018 M&A | 1 of 1 |
