


Accelerate Retirement Revenue
Financial Services • Aliso Viejo, California, United States • 21-50 Employees
Accelerate Retirement revenue & valuation
| Annual revenue | $1,796,655 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $5,800,000 |
| Total funding | No funding |
Key Contacts at Accelerate Retirement
Tim Thurston
Managing Director
Glenn Cassidy
Managing Director
Mark Miller
Managing Director
Phillip A. Matheson
Managing Director
Stuart Scholten
Managing Director - Financial Advisory And Planning
Kate Dreger
Director Of Client Relations
Jared Shaft
Managing Director & Retirement Plan Advisor
Jancy Ramirez
Director Of Operations
Sophois Sokhom
Managing Director
Company overview
| Headquarters | 120 Vantis Dr, Suite 330, Aliso Viejo, California 92656, US |
| Phone number | +18884397071 |
| Website | |
| NAICS | 52 |
| Keywords | Retirement Planning, 401(K), Retirement Plan Consulting, Rfps, Financial Wellness, Deferred Compensation, Fiduciary Governance, Fee Benchmarking, Investment Due Diligence, Executive Benefit Services, Retirement Plan Technology |
| Founded | 2018 |
| Employees | 21-50 |
| Socials |
Accelerate Retirement Email Formats
Accelerate Retirement uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@accelerateretirement.com), used 80% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@accelerateretirement.com | 80% |
{first name}.{last name} | john.doe@accelerateretirement.com | 20% |
About Accelerate Retirement
At Accelerate Retirement, we believe in protecting our plan sponsor clients from fiduciary liability. In an ever-growing landscape of ERISA litigation, complex regulations, and evolving compliance demands, we nurture our clients through this esoteric process. We believe that the plan participants we service deserve to have the utmost confidence in their retirement plans. We’re proud to offer the best of both worlds -- the high-touch, personal attention of a boutique advisory firm, backed by extensive resources and experience of a team of retirement plan experts. Investment advice offered through Accelerate Investment Advisors LLC, a registered investment advisor (“Accelerate”). Advisory services are only offered to clients or prospective clients where Accelerate, doing business as Accelerate Retirement, and its representatives are properly licensed or exempt from licensure. The information contained herein is solely for informational purposes and is not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact our firm directly or consult another qualified professional. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Accelerate dba Accelerate Retirement unless a client service agreement is in place. For hyperlinks to the Investment Adviser Public Disclosure (IAPD) webpage or the Securities Investor Protection Corporation (SIPC), please refer to the “Contact and Personal Info” section. Third party posts found on this profile do not reflect the views of Accelerate, its associated persons, or affiliates and have not been reviewed by Accelerate for their accuracy or completeness. Accelerate has not paid for any such comments.
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Accelerate Retirement has 15 employees across 6 departments.
Departments
Number of employees
Funding Data
Accelerate Retirement has never raised funding before.
Accelerate Retirement Tech Stack
Discover the technologies and tools that power Accelerate Retirement's digital infrastructure, from frameworks to analytics platforms.
Security
JavaScript libraries
Page builders
Caching
Maps
JavaScript libraries
Web servers
WordPress plugins
JavaScript libraries
WordPress plugins
Programming languages
WordPress plugins
Frequently asked questions
4.8
40,000 users



