At Best Startup California we track over 300,000 Californian startups and over 1,500,000 people who hold key positions in these companies. We use this directory of startups to highlight top employees, founders and organisations we think deserve more appreciation than they are currently getting.
We’ve ranked the top 27 Retirement companies in San Francisco, California. The companies, startups and institutions listed in this article are all exceptional companies, well worth a follow. We have included links to their websites, socials and CrunchBase (if you’re interested in their financials).
We selected the organisations listed in this article based on:
- Track record
- Executive leadership
- Market share
- Innovation
- ESG rating
Our Data – We source our data from OSINT (open source intelligence) and public directories such as Crunchbase, SemRush and many more. The data from these sources should be treated with a degree of caution and verified yourself.
Top Retirement Companies & Startups (San Francisco, California)
Icon Savings Plan
Icon is a portable retirement savings plan company that simplifies retirement benefits for employers.
Founder(s): Alex Rowley, Laurie Rowley, Sasha Mace
Location: San Francisco, California, United States
Industries: Finance, Financial Services, FinTech, Personal Finance, Retirement
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Icon Savings Plan
Icon is a portable retirement savings plan company that simplifies retirement benefits for employers.
Founder(s): Alex Rowley, Laurie Rowley, Sasha Mace
Location: San Francisco, California, United States
Industries: Finance, Financial Services, FinTech, Personal Finance, Retirement
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ForUsAll
ForUsAll fixes retirement plans for millions of small and medium-sized businesses.
Founder(s): Cynthia Bloch, Dave Boudreau, David Ramirez, Sergey Zelvenskiy, Shin Inoue
Location: San Francisco, California, United States
Industries: Financial Services, FinTech, Retirement, Small and Medium Businesses, Software
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aboutLife
Get expert answers to your retirement questions.
Founder(s): Bill Gossman, Michael Owens, Rajat Kongovi
Location: San Francisco, California, United States
Industries: Big Data, FinTech, Personal Finance, Retirement
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RetireOne
RetireOne is the leading, independent platform for fee-based insurance solutions.
Founder(s): David Stone, Jay Miller, Scott Strait
Location: San Francisco, California, United States
Industries: Finance, Financial Services, Retirement, Wealth Management
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Mason Finance
Life settlements, viatical settlements and annuities
Founder(s): Charles Mourani, Felix Steinmeyer
Location: San Francisco, California, United States
Industries: Financial Services, FinTech, Retirement
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Wells Fargo & Company – Institutional Retirement & Trust business
Wells Fargo & Company – Institutional Retirement & Trust provides services employer-sponsored retirement plans, including 401(k) plans.
Founder(s):
Location: San Francisco, California, United States
Industries: Financial Services, Retirement
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Ovid Corp.
Secondary Life Insurance Marketplace
Founder(s): Lingke Wang, Peter Colis
Location: San Francisco, California, United States
Industries: Insurance, Marketplace, Retirement
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McMorgan & Company
McMorgan & Company provides investment advisory services and solutions to solve complex financial challenges with strategies.
Founder(s):
Location: San Francisco, California, United States
Industries: Advice, Financial Services, Impact Investing, Retirement
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Nicolay Consulting Group
Nicolay Consulting Group expertise in actuarial administration of pension plans and post-retirement health care services to various markets.
Founder(s):
Location: San Francisco, California, United States
Industries: Health Care, Insurance, Retirement
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Citrine Capital
Citrine Capital offers financial planning, life insurance, retirement planning, property insurance, asset, and risk management services.
Founder(s):
Location: San Francisco, California, United States
Industries: Financial Services, Life Insurance, Property Insurance, Retirement, Risk Management
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Peninsula Wealth
Peninsula Wealth is a wealth management firm that offers estate planning, investments, retirement planning and financial services.
Founder(s):
Location: San Francisco, California, United States
Industries: Financial Services, Real Estate Investment, Retirement
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The Advisory Group of San Francisco
The Advisory Group is a financial planning and investment management company.
Founder(s):
Location: San Francisco, California, United States
Industries: Advice, Consulting, Finance, Financial Services, Retirement, Wealth Management
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Fairlight Advisors
Fairlight Advisors renders complete consulting services in the field of financial planning, investment management, retirement, and taxation.
Founder(s): Katharine Earhart, Maya Tussing
Location: San Francisco, California, United States
Industries: Advice, Consulting, Financial Services, Retirement
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The Financial Advisory Group
The Financial Advisory Group offers financial, estate planning, wealth management, tax consultation, risk, and debt management services.
Founder(s): James O. Davis
Location: San Francisco, California, United States
Industries: Advice, Financial Services, Retirement, Risk Management, Wealth Management
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Buena Vista Manor House
Buena Vista Manor House provides retirement and assisted living facility.
Founder(s):
Location: San Francisco, California, United States
Industries: Assisted Living, Elder Care, Elderly, Health Care, Retirement
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PARIS Financial Planning
PARIS Financial Planning offers wealth management, safe money strategies, financial, retirement and social security planning services.
Founder(s): Patricia Allen
Location: San Francisco, California, United States
Industries: Financial Services, Retirement, Wealth Management
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Macroclimate
Macroclimate specializes in impact investing, wealth management, retirement planning, and financial advisory services.
Founder(s):
Location: San Francisco, California, United States
Industries: Advice, Financial Services, Impact Investing, Retirement, Wealth Management
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Stoffer Wealth Advisors
Stoffer Wealth Advisors provides financial and retirement planning services.
Founder(s):
Location: San Francisco, California, United States
Industries: Financial Services, Professional Services, Retirement, Wealth Management
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Camelotta Advisors
Camelotta Advisors is a provider of financial services.
Founder(s):
Location: San Francisco, California, United States
Industries: Consulting, Finance, Financial Services, Retirement
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Rhoda Goldman Plaza
Rhoda Goldman Plaza is an assisted living and memory care community, built on a foundation of not-for-profit values and Jewish principles.
Founder(s):
Location: San Francisco, California, United States
Industries: Assisted Living, Health Care, Hospital, Retirement
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Stewart & Patten
Stewart & Patten is an investment management firm that provides capital preservation, stocks, bonds and independent research services.
Founder(s):
Location: San Francisco, California, United States
Industries: Consulting, Financial Services, Retirement
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Jones Schiller & Littman
Jones Schiller & Littman is an accounting firm that renders payroll, audits, retirement planning, taxation and business consulting services.
Founder(s):
Location: San Francisco, California, United States
Industries: Accounting, Consulting, Finance, Financial Services, Retirement
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Roof, Eidam & Maycock
Roof, Eidam & Maycock offers asset management, risk management, tax strategies, retirement, education planning and estate planning services.
Founder(s):
Location: San Francisco, California, United States
Industries: Asset Management, Education, Financial Services, Retirement, Risk Management
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Rodriguez, Perez, Delgado & Co
Rodriguez, Perez, Delgado & Co provides accounting, bookkeeping, auditing, retirement planning, taxation, and business consulting services.
Founder(s):
Location: San Francisco, California, United States
Industries: Accounting, Consulting, Financial Services, Retirement
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Dattani & Company
Dattani & Company provides accounting, retirement planning, IRS representation, payroll, bookkeeping, audits, and tax management services.
Founder(s):
Location: San Francisco, California, United States
Industries: Accounting, Financial Services, Retirement
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Cullen Financial Advisors
Cullen Financial Advisors provides financial, estate, retirement planning, insurance, wealth, and investment management advisory services.
Founder(s): Michael S. Cullen
Location: San Francisco, California, United States
Industries: Advice, Financial Services, Insurance, Retirement, Wealth Management
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