Milestones Retirement Insights
Technology, Information and Internet • 
Ingersoll, Ontario, Canada • 1-10 Employees
Company overview
| Headquarters | 45 King St W, Ingersoll, Ontario N5C 2J7, CA |
| Phone number | +18882973506 |
| Websites | |
| Keywords | Financial Software, Retirement Planning, Estate Planning, Retirement Planning Software, Estate Planning Software, Retirement Income Software |
| Founded | 2016 |
| Employees | 1-10 |
| Socials |
Key Contact at Milestones Retirement Insights
Jonathan Kestle
Co-founder, COO
Milestones Retirement Insights Email Formats
Milestones Retirement Insights uses 2 email formats. The most common is {first initial} (e.g., j@milestones-retirement.com), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@milestones-retirement.com | 66.7% |
{first name} | john@milestones-retirement.com | 33.3% |
About Milestones Retirement Insights
Milestones Retirement Insights, formerly known as Cascades has been developed by a team of expert Canadian financial advisors and brokers based in Ontario. With over 50 years of brokerage experience between them, the team eat, sleep and breathe retirement income planning. Milestones Retirement Insights is not just another financial calculator or retirement fund management software. Milestones Retirement Insights is a premiere wealth disbursement calculation tool, written for brokers by brokers, so it knows the way you work. Milestones Retirement Insights is an invaluable tool for ensuring your client gets the most from his or her hard-earned investments now and in the future. Our solution accurately calculates the exact drawdown amounts for your client each and every year based on real figures, not estimates or averages. With Milestones Retirement Insights, you can offer clients consistent and quality financial planning without the need to employ new staff, buy new software or invest in new hardware. Milestones Retirement Insights allows you to be more efficient in the use of your time and more informed in the advice you give to clients. And you can continue to adjust your clients’ plans as their circumstances change.
Milestones Retirement Insights revenue & valuation
| Annual revenue | $2,000,000 |
| Revenue per employee | $667,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Technology, Information and Internet industry and current estimated revenues | $6,400,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Milestones Retirement Insights has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Milestones Retirement Insights has never raised funding before.
Milestones Retirement Insights Tech Stack
Discover the technologies and tools that power Milestones Retirement Insights's digital infrastructure, from frameworks to analytics platforms.
JavaScript libraries
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Appointment scheduling
Blogs
Miscellaneous
Security
Miscellaneous
JavaScript frameworks
IaaS
CDN
Miscellaneous
Performance
United States
Hungary
Belgium
Italy
Germany
Frequently asked questions
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