Nicholas Brenia

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Nicholas Brenia

Secure

July 13, 2021 All Top 100, Retirement Planning for Advisors No comments

Secure makes it easy for employers to add emergency savings accounts (ESA) to their benefits program, and helps employees build towards a healthy financial future. With Secure, employers can provide an immediate positive impact on their employees’ lives.

Savology

July 13, 2021 All Top 100, Retirement Planning for Employees No comments

Savology is helping American households improve their financial well-being by providing accessible and affordable financial planning online. Savology delivers financial planning directly to consumers and through employers as a sponsored benefit.

Right Bridge

July 13, 2021 All Top 100, Institution Enablers No comments

Right Bridge’s mission is to deliver the gift of financial clarity to affluent individuals and families who are thoughtfully preparing for, or already in, retirement. They do this, first, by helping clients determine their financial goals and, second, by creating a custom, tailored portfolio engineered specifically for them. They owe no allegiance to any company or investment – Their only loyalty is to our clients.

RIA in a Box

July 13, 2021 All Top 100, Planning Tools For Advisors No comments

RIA in a Box® provides the leading compliance solution for investment advisers. We put the client first by delivering innovative software and expert advice. Since 2005 we take pride in partnering with our clients to establish and support the highest quality registered investment adviser (“RIA”) firms in the country.

Retiree Income

July 13, 2021 All Top 100, Retirement Planning For Boomers No comments

Retiree Income is retirement planning software solution for fixed income, social security, and tax- efficient withdrawals. The company was founded on the belief that there is a better way to serve retirees or people getting ready to retire—one that is smarter and more personalized.

Retirable

July 13, 2021 All Top 100, Retirement Planning For Boomers No comments

Retirable’s mission is to provide everyone with financial stability and lasting peace of mind through clear, approachable, professional advice. To start, they’re helping U.S. pre-retirees find their way to the futures they deserve.

Questis

July 13, 2021 All Top 100, Retirement Planning for Employees No comments

Questis is a workforce financial empowerment company providing a complete personal finance solution that benefits people, employers, and advisors. We help businesses become life-changing employers by helping employees solve the root causes of financial stress.

PTO Exchange

July 13, 2021 All Top 100, Retirement Planning for Employees No comments

PTO Exchange is a flexible benefits platform that allows employers to extend existing benefits to convert unused paid time off (PTO) into retirement contributions, student loan payments, emergency cash, or voluntary health insurance Advisor Tools.

Profile Pensions

July 13, 2021 All Top 100, Retirement Planning for Employees No comments

Profile Pensions’ mission is to help everyone in the UK better understand their pension(s), allowing them to be more informed and ultimately better off in retirement. They provide impartial, expert and ongoing pension advice. You don’t need to be financially savvy to be their customer. You don’t need to be ‘high net worth’. You don’t even need to know anything about your pension. All you need is to want to do something about your financial future. They can help with the rest. Now owned by Moneyfarm Group

Employment Hero PensionSync

July 13, 2021 All Top 100, Institution Enablers No comments

PensionSync Employment Hero’s PensionSync tool is a solution that automates the delivery of data between payroll, AE middleware and pension providers. ThePensionSync tool is at the heart of automatic enrollment connecting payroll and pensions.