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Financial Advisory Practice
Overview
Focus
Financial Advisory Practice
Financial Planning & Analysis
Product
Social Security claiming and retirement income planning platform for financial advisors.
Retirement income planning and Social Security optimization software for advisors.
Headquarters
Leawood, Kansas
New York, New York
Company size
11-50 employees
11-50 employees
Founded
2012
2013
Pricing details
Free options
Free trial
Source updated
Oct 29, 2026
Oct 29, 2026