Company profile
Accelerate Retirement
A retirement-focused RIA and platform built for independent retirement plan advisors.
- Industry
- Financial Services
- Employees
- 21
- Headquarters
- Aliso Viejo, California
- Founded
- 2018
- LinkedIn followers
- 764
- Office locations
- 13
Accelerate Retirement company summary
Accelerate Retirement is a company in the Financial Services industry, headquartered in Aliso Viejo, California, founded in 2018. On LinkedIn the company has around 21 employees and 764 followers. The company lists 13 office locations. Its listed specialties include Executive Benefit Services, Deferred Compensation, Financial Wellness, Investment Due Diligence, RFPs.
What technology does Accelerate Retirement use?
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About Accelerate Retirement
Accelerate Retirement is a retirement-focused Registered Investment Advisor serving plan sponsors and the independent advisors who support them. For plan sponsors, we provide fiduciary oversight, strategic plan design, and governance support in a complex regulatory environment, helping organizations manage their retirement plans with clarity while supporting participant outcomes through education and retirement readiness efforts. For independent retirement plan advisors, Accelerate offers a platform built specifically for retirement-focused practices, providing the infrastructure, technology, and strategic resources needed to grow while maintaining independence and control of client relationships. 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.
Specialties
Where is Accelerate Retirement located?
Accelerate Retirement lists 13 office locations.
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Frequently asked questions about Accelerate Retirement
What does Accelerate Retirement do?
Accelerate Retirement is a retirement-focused Registered Investment Advisor serving plan sponsors and the independent advisors who support them. For plan sponsors, we provide fiduciary oversight, strategic plan design, and governance support in a complex regulatory environment, helping organizations manage their retirement plans with clarity while supporting participant outcomes through education and retirement readiness efforts. For independent retirement plan advisors, Accelerate offers a platform built specifically for retirement-focused practices, providing the infrastructure, technology, and strategic resources needed to grow while maintaining independence and control of client relationships. 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.
How many employees does Accelerate Retirement have?
Accelerate Retirement has around 21 employees on LinkedIn.
Where is Accelerate Retirement headquartered?
Accelerate Retirement is headquartered in Aliso Viejo, California.
Where does Accelerate Retirement have offices?
Accelerate Retirement lists 13 office locations, including Aliso Viejo, California, US; Brighton, Michigan, US; Burlington, Massachusetts, US; Dallas, Texas, US; Ladera Ranch, California, US.
When was Accelerate Retirement founded?
Accelerate Retirement was founded in 2018.
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