The Retirement Advantage

Financial Software · Wisconsin, United States · 51-200 Employees

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Overview

Headquarters

101 E Grand Ave Ste 16, Port Washington,...

Phone Number

(888) 872-2364

Revenue

$14.3 Million

Industry

Financial Software Software Business Services Accounting for Legal Practices
ZI Rank: 1
Signal Type
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ZI Rank
2
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About The Retirement Advantage

The Retirement Advantage, Inc. (TRA) is a retirement services company providing third-party administration, retirement plan design, as well as fiduciary services to financial advisors, wealth managers, and businesses. TRA was founded in 1996 and is headquartered in Appleton, Wisconsin.Explore more
The Retirement Advantage's Social MediaPopular SearchesThe Retirement Advantage IncMarkley Actuarial Services IncThe Retirement AdvantageRetirement AdvantageRetirement Advantage IncSIC Code 63,637NAICS Code 52,523Show more

The Retirement Advantage Org Chart

PhoneEmail
Matt Schoneman, President at The Retirement Advantage
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President

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Compare insights from companies similar to The Retirement Advantage, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

The Retirement Advantage

$14.3M
51-200
Private
<$5M
1996
$289.7M
201-500
Private
-
1981
$241.9M
201-500
Private
-
1943
Eric Wietsma, President & Chief Executive Officer at Pentegra
Eric WietsmaPresident & CEO
$89.9M
201-500
Private
-
1973
SP
Susie PlaymanChief Marketing Officer
$30.4M
51-200
Private
-
1992
Walter Eife, President at The Retirement Plan
Walter EifePresident
$16.7M
51-200
Private
-
1958
$12.8M
51-200
Private
-
1984
TH
Tod HammerasChief Financial Officer
Illustration of an envelope

Company Profile Activity

i

Among all Software companies

Low Activity

High Activity

Activity Insights

The Retirement Advantage is experiencing very low activity levels compared to other companies in the Software sector.

What does this means?

The Retirement Advantage is drawing exceptional interest within the Software industry, suggesting notable developments or strong market momentum, learn more about The Retirement Advantage.

The Retirement Advantage financials insights

Gather financial insights about The Retirement Advantage, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$2M

See All The Retirement Advantage's Financials Insights

The Retirement Advantage Tech Stack

A closer look at the technologies used by The Retirement Advantage

Most Recent Scoops

Left Company
Executive Move
Executive Moves, Left Company
Person-Based
Person-Based
Funding
The Retirement Advantage has received an SBA PPP loan for $2-5 million from Associated Bank.
Funding
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Top Financial Software Companies

Frequently Asked Questions Regarding The Retirement Advantage

What is The Retirement Advantage's official website?
The Retirement Advantage's official website is www.tra401k.com
What is The Retirement Advantage's Revenue?
The Retirement Advantage's revenue is $14.3 Million
What is The Retirement Advantage's SIC code?
The Retirement Advantage's SIC: 63,637
What is The Retirement Advantage's NAICS code?
The Retirement Advantage's NAICS: 52,523
How many employees does The Retirement Advantage have?
The Retirement Advantage has 51-200 employees
What industry does The Retirement Advantage belong to?
The Retirement Advantage is in the industry of: Financial Software, Software, Business Services
What is The Retirement Advantage competition?
The Retirement Advantage top competitors include: Pentegra, Pars, The Retirement Plan, BPAS
What companies has The Retirement Advantage acquired?
The Retirement Advantage has acquired the companies: Fred S Shapiro & Associates, R Bruce Tanner & Associates, Gamewood, Benefit Strategies
What technology does The Retirement Advantage use?
Some of the popular technologies that The Retirement Advantage uses are: Freshservice, Zingfit, WordPress.org, reCAPTCHA
How do I contact The Retirement Advantage?
The Retirement Advantage contact info: Phone number: (888) 872-2364 Website: www.tra401k.com
What does The Retirement Advantage do?

The Retirement Advantage, Inc. (TRA) is a retirement services company providing third-party administration, retirement plan design, as well as fiduciary services to financial advisors, wealth managers, and businesses. TRA was founded in 1996 and is headquartered in Appleton, Wisconsin.... Read More

What are The Retirement Advantage social media links?
The Retirement Advantage Linkedin page The Retirement Advantage Twitter page The Retirement Advantage Facebook page
Is The Retirement Advantage a public company?
The Retirement Advantage is private company therefore does not currently have an official ticker symbol
See more information about The Retirement Advantage

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