Updated:
RetireFast.co
RetireFast.co was developed by Retirement Calculator, Inc., an entity recognized in a 2020 Canton-area business award.
RetireFast.co
RetireFast.co was developed by Retirement Calculator, Inc., an entity recognized in a 2020 Canton-area business award. Its brand centers on "Bob's Retirement Calculator," a free tool that captures user data to determine retirement readiness. The company pairs the calculator with a white-glove referral service, connecting individuals to pre-screened financial advisors. The firm discloses a Michigan base and promotes a forthcoming Detroit headquarters, but financial backers and named executives remain absent from its public materials. The operation blends a consumer-facing web funnel with a B2B offering for advisory practices. Its website describes a proprietary technology stack that generates personalized URLs, microsites, and landing pages to feed leads to registered investment advisors and broker-dealers. The firm states it serves customers ranging from Fortune 500 companies to small and medium-sized businesses. Advertising copy confirms that advisors in its network may hold dual registrations and are screened for a minimum of five years of experience using SEC and FINRA records. The company’s 2018 marketing text and a 2020 blog post referencing the Canton award suggest an extended operational window, though no regulatory filings or funding rounds are publicly referenced. Contact emails differentiate inquiries for partnerships, affiliates, media, and investors, implying an infrastructure for business development, yet no subsequent press releases or portfolio holdings are documented. A blog post from the period highlights the firm’s view on "infrastructure ownership" for digital RIAs, signaling a thematic bet on advisor-tech bundling. RetireFast.co sits among digital lead-aggregation platforms but distinguishes itself through an insistence on human intervention. Its materials emphasize a non-automated handoff—a live consultant call follows each calculator submission—positioning trust and personal relationships as a differentiator against purely algorithmic robo-advisory onboarding funnels.
General information
Firm type
Asset Manager
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Canton
Corporate office
Canton, MI, United States
Sector focus
Frequently asked questions
Is RetireFast.co a registered investment advisor or a technology vendor?
RetireFast.co functions as a technology and lead-generation platform, not as a direct investment advisor. Its website states it connects consumers to financial advisors who may be dually registered as RIAs and broker-dealer representatives. The firm itself has not published any SEC or FINRA registration credentials under the RetireFast.co or Retirement Calculator, Inc. names.
What does Bob's Retirement Calculator actually do with user data?
The calculator collects personal financial information through a web form. That submission triggers a handoff to a local financial advisor in the firm's network for a free consultation. The site's privacy policy and terms of service, dated 2018, state the company will not share personal information beyond that matching process.
Who runs RetireFast.co, and who owns the company?
The firm does not disclose any named executives, founders, or ownership structure on its website. Contact emails suggest generic departmental roles, but no individual biographies or leadership profiles are publicly available.
How does RetireFast.co source its network of financial advisors?
The company pre-screens advisors who join its referral network, requiring a minimum of five years of experience and checking their licensing and disciplinary history through SEC and FINRA BrokerCheck. It has not disclosed the total number of advisors in its network or any financial arrangement for lead generation.
Does RetireFast.co manage any client assets directly?
No. The platform does not claim to manage assets or offer investment advice. Its role is strictly to connect prospective retirees with external advisory firms. No AUM or deployment figures are publicly available.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: