Aspire Financial Services

Penelope

This company provides a retirement savings platform and recordkeeping infrastructure for small businesses, third-party administrators and financial advisors.

Vestwell

This company provides a digital platform for workplace retirement and savings programs to small businesses, financial advisors and government agencies.

Human Interest

This company provides retirement plan software and administration services for small and medium-sized businesses and their employees.

Basic Capital

This company provides a 401(k) and retirement savings platform for employers to offer alternative investments and financing to their employees.

RETIREMENT INCOME SOLUTIONS

This company provides an analytics platform for retirement plan fiduciaries and advisors to evaluate and implement guaranteed income solutions within defined contribution plans.

IRALOGIX

This company provides white-label, cloud-based recordkeeping and trading technology for individual retirement accounts to financial institutions, wealth managers, and investment firms.

401kplans.com

This company provides a digital marketplace and due diligence platform for financial advisors to compare and select retirement plans for their clients.

Vitera

This company develops a retirement technology platform that integrates multi-carrier guaranteed lifetime income solutions into employer-sponsored defined contribution investment plans.