SIMPLE IRA Providers

Product Info

Company Overview

Founded

1931

Employees

8,745

Funding Summary

268M Series E

Clients Your Size

About Capital Group

Since 1931, Capital Group, home of American Funds®, has been singularly focused on delivering superior results for long-term investors using high-conviction portfolios, rigorous research and individual accountability. Today, Capital Group manages more than $1.7 trillion in equity and fixed income assets for millions of individual and institutional investors.
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Charles Schwab

Reviews pending

Product Info

Company Overview

Founded

1973

Employees

26,524

Funding Summary

10K Grant

Clients Your Size

About Charles Schwab

The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC), and its affiliates offer investment services and products. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products. Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons. The Charles Schwab Corporation does not endorse third-party comments.
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E*TRADE

Reviews pending

Product Info

Company Overview

Founded

1982

Employees

1,001

Funding Summary

Not Provided

Clients Your Size

About E*TRADE

E*TRADE is a leading financial services company and pioneer in the online brokerage industry. Having executed the first-ever electronic trade by an individual investor more than 30 years ago, the Company has long been at the forefront of the digital revolution, focused on delivering complete and easy-to-use solutions for traders, investors and stock plan participants. Founded on the principle of innovation, E*TRADE aims to enhance the financial independence of traders and investors through a powerful digital offering and professional guidance—over the phone at two national branches and in-person at 30 E*TRADE branches across the United States. E*TRADE operates a bank... Show More

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Edward Jones

Reviews pending

Product Info

Company Overview

Founded

1922

Employees

0

Funding Summary

Clients Your Size

About Edward Jones

If you think Edward Jones is like every other large investment firm, think again. We are a leader in the financial-services industry, but we take a personal approach to business, an approach that starts with a face-to-face meeting between a financial advisor and client. We believe that building long-term relationships with our nearly 7 million clients is key to serving their needs. Whether it's in the United States or Canada, our over 19,000 financial advisors are located in the communities where our clients live and work – because that's the best way to get to know them and help them... Show More

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Merrill Edge

Reviews pending

Product Info

Company Overview

Founded

2010

Employees

1,727

Funding Summary

Clients Your Size

About Merrill Edge

Merrill offers access to the banking convenience of Bank of America and investment capabilities of Merrill Lynch to help simplify the financial lives of our clients. We enable clients to seamlessly manage their Merrill Edge Self-Directed investment accounts and Bank of America bank accounts via our online platform, phone capabilities or at many Bank of America financial centers. At Merrill we work to service and deepen client relationships by understanding your risk tolerance, liquidity needs, investment savvy and goals to create personalized advice designed to fit clients’ needs and expectations.
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Principal Financial

4.4 (2)

Product Info

Company Overview

Founded

1879

Employees

20,000

Funding Summary

33.5M Series C

Clients Your Size

About Principal Financial

Principal Financial Group® helps people and companies around the world build, protect and advance their financial well-being through retirement, insurance and asset management solutions that fit their lives. Our employees are passionate about helping clients of all income and portfolio sizes achieve their goals – offering innovative ideas, investment expertise and real-life solutions to make financial progress possible.
The Principal is an Affirmative Action and Equal Opportunity Employer and an E-Verify participant. All qualified applicants will receive consideration for employment without regard to of age, race, color, religion, gender identity, gender expression, pregnancy, national origin, citizenship status, disability, genetic... Show More

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Thrivent Financial

Reviews pending

Product Info

Company Overview

Founded

1902

Employees

5,001

Funding Summary

Not Provided

Clients Your Size

About Thrivent Financial

At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they’ve been given. At our heart, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our clients. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today—and tomorrow.
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Wells Fargo

Reviews pending

Product Info

Company Overview

Founded

1852

Employees

0

Funding Summary

Not Provided

Clients Your Size

About Wells Fargo

Wells Fargo & Company (NYSE: WFC) is a diversified, community-based financial services company with $1.9 trillion in assets. Wells Fargo’s vision is to satisfy our customers’ financial needs and help them succeed financially. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, investment and mortgage products and services, as well as consumer and commercial finance, through 8,050 locations, 13,000 ATMs, the internet (wellsfargo.com) and mobile banking, and has offices in 38 countries and territories to support customers who conduct business in the global economy. With approximately 265,000 team members, Wells Fargo serves one in three households in... Show More

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PNC

Reviews pending

Product Info

Company Overview

Founded

1852

Employees

0

Funding Summary

Not Provided

Clients Your Size

About PNC

For more than 160 years, we have been committed to supporting our customers, communities, employees and shareholders. At PNC, we are proud of our longstanding history of building strong communities that create financial opportunities for individuals, families and businesses. The commitment to creating a differentiated experience for our customers is driven by our commitment to doing the same for our employees. That means providing employees with the opportunities to make an impact, develop and grow, and be part of an inclusive culture where everyone is valued. It’s how we make sure that we have the right people, in the right... Show More

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Plan Member

Reviews pending

Product Info

Company Overview

Founded

1992

Employees

200

Funding Summary

Not Provided

Clients Your Size

About Plan Member

Headquartered in Carpinteria, California just south of Santa Barbara, PlanMember Financial Corporation is a leader in the retirement planning market with more than 500 representatives and over 40 regionally-based Financial Centers located across the country. Specializing in creating and servicing retirement plan solutions for nonprofit and for-profit employers and their employees, and for associations, unions, membership groups and their members, PlanMember offers a broad range of investment choices. We deliver unparalleled support and service in our commitment to help meet the retirement needs of individual investors and groups.
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Proacture Consulting

Reviews pending

Product Info

Company Overview

Founded

Employees

0

Funding Summary

Not Provided

Clients Your Size

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American Century Investments

Reviews pending

Product Info

Company Overview

Founded

1958

Employees

0

Funding Summary

34M Venture Round

Clients Your Size

About American Century Investments

American Century Investments® is a leading asset manager focused on delivering investment results and building long-term client relationships while supporting research that can improve health and save lives. It’s how we help our clients Prosper With Purpose™. Every day people are increasingly focused on investing to make the world a better place for themselves, their families, their organizations, and the world at large. It is possible to live a more meaningful and impactful life and give back something that’s more valuable than money.
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Coastal Credit Union

Reviews pending

Product Info

Company Overview

Founded

1967

Employees

501

Funding Summary

Not Provided

Clients Your Size

About Coastal Credit Union

Coastal Credit Union operates 23 branches in central North Carolina and offers a full range of financial products and services. Today, with $3.4 billion in assets, Coastal serves 270,000 members from 1,700 business partners and is consistently named one of the best places to work. Since 1967, Coastal has fostered the credit union philosophy of “people helping people.” By taking a member first approach,
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Franklin Templeton

Reviews pending

Product Info

Company Overview

Founded

1947

Employees

5,001

Funding Summary

Not Provided

Clients Your Size

About Franklin Templeton

Franklin Resources, Inc. (www.franklinresources.com) is a global investment management organization operating as Franklin Templeton. The products, services, information and materials referenced in this site may not be available to residents in certain jurisdictions. Consult with an investment professional or contact your local Franklin Templeton office for more information. This site and the information contained herein is not intended to constitute an offer to sell or an invitation or solicitation of an offer to buy any product or service by Franklin Templeton. Nothing in this website should be construed as investment, tax, legal or other advice. All investments involve risks, including... Show More

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GuidedChoice

Reviews pending

Product Info

Company Overview

Founded

1999

Employees

0

Funding Summary

Not Provided

Clients Your Size

About GuidedChoice

Nearly 20 years ago, GuidedChoice was founded to pioneer a more personalized and confident approach to retirement advice and management. GuidedChoice was among the first to use the power of online technology to provide greater access, customization and transparency. Since 1999, GuidedChoice has successfully partnered with DC Plan advisors to help not only their participants, but to also give advisor partners the support they need to succeed.
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Gusto

Reviews pending

Product Info

Company Overview

Founded

2011

Employees

1,709

Funding Summary

Not Provided

Clients Your Size

About Gusto

Our customers come from all walks of life and so do we. We hire great people from a wide variety of backgrounds, not just because it's the right thing to do, but because it makes our company stronger. If you share our values and our enthusiasm for small businesses, you will find a home at Gusto.

Gusto is a modern, online people platform that helps small businesses take care of their teams. On top of full-service payroll, Gusto offers health insurance, 401(k)s, expert HR, and team management tools. Today, Gusto offices in Denver, San Francisco, and New... Show More

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Mutual of America Financial Group

Reviews pending

Product Info

Company Overview

Founded

1945

Employees

1,000

Funding Summary

Not Provided

Clients Your Size

About Mutual of America Financial Group

Mutual of America Financial Group is a leading provider of retirement services and investments to employers, employees and individuals. We provide high-quality, innovative products and services at a competitive price, along with outstanding personalized service, to help our customers build and preserve assets for a financially secure future. Our mission is built upon our values—integrity, prudence, reliability, excellence and social responsibility—which have guided us since 1945 and continue to serve us and our customers well. For more information, visit mutualofamerica.com, and connect with us via Facebook, Twitter and LinkedIn.
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New Direction Trust Company

Reviews pending

Product Info

Company Overview

Founded

2003

Employees

51

Funding Summary

Not Provided

Clients Your Size

About New Direction Trust Company

New Direction Trust Company is a trusted provider of self-directed IRA and HSA accounts and education. Combine the tax advantages of your IRA or HSA with alternative assets that are ideally suited to each client’s individual investment goals. Investors, advisers, and asset providers choose New Direction Trust Company because of our depth of experience, specialized education offerings, proven track record of reliable transaction funding, and thorough asset documentation.
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The Entrust Group

Reviews pending

Product Info

Company Overview

Founded

1979

Employees

0

Funding Summary

Not Provided

Clients Your Size

About The Entrust Group

The Entrust Group is the world's premier provider of self-directed IRA administration services, in business for over 30 years administering self-directed, tax-advantaged savings accounts. Self-directed IRAs allow you to save for retirement through alternative investments, such as real estate (Real Estate IRA), gold (Gold IRA), private stock, and more. We specialize in investor education, offering free learning materials about alternative investments, investing strategies, and more. In addition to retirement accounts, we also offer health savings accounts (HSAs) and education savings accounts (ESAs).
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The Retirement Advantage, Inc. (TRA)

Reviews pending