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Accelerate Retirement

Accelerate Retirement Revenue

Financial ServicesFlag of USAliso Viejo, California, United States21-50 Employees

$

Accelerate Retirement revenue & valuation

Annual revenue$1,796,655
Revenue per employee$86,000
Estimated valuation?$5,800,000
Total fundingNo funding

Key Contacts at Accelerate Retirement

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Tim Thurston

Managing Director

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Glenn Cassidy

Managing Director

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Mark Miller

Managing Director

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Phillip A. Matheson

Managing Director

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Stuart Scholten

Managing Director - Financial Advisory And Planning

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Kate Dreger

Director Of Client Relations

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Jared Shaft

Managing Director & Retirement Plan Advisor

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Jancy Ramirez

Director Of Operations

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Sophois Sokhom

Managing Director

Company overview

Headquarters120 Vantis Dr, Suite 330, Aliso Viejo, California 92656, US
Phone number+18884397071
Website
NAICS52
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
Founded2018
Employees21-50
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.

FormatExamplePercentage
{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

C-Suite
Entry
Manager

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.

reCAPTCHA

reCAPTCHA

Security

Slick

Slick

JavaScript libraries

SiteOrigin Page Builder

SiteOrigin Page Builder

Page builders

WP Rocket

WP Rocket

Caching

Google Maps

Google Maps

Maps

jQuery Migrate

jQuery Migrate

JavaScript libraries

Apache HTTP Server

Apache HTTP Server

Web servers

SiteOrigin Widgets Bundle

SiteOrigin Widgets Bundle

WordPress plugins

jQuery

jQuery

JavaScript libraries

SVG Support

SVG Support

WordPress plugins

PHP

PHP

Programming languages

Akismet

Akismet

WordPress plugins

Frequently asked questions

Accelerate Retirement is located in Aliso Viejo, California, US.
You can reach Accelerate Retirement at +18884397071.
Accelerate Retirement generates an estimated annual revenue of $1,796,655. This revenue figure reflects the company's market position and business performance in its industry.
Accelerate Retirement has an estimated valuation of $5,800,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.
Accelerate Retirement was founded in 2018, making it 8 years old. The company has established itself as a significant player in its industry over this time.
Accelerate Retirement has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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