RSSA
- Company typePrivate
- Founded2016
- HeadquartersMelville, United States
- Headcount11–50
- GTM typeB2B and B2C
- OfferingServices
RSSA firmographics
Firmographics- Name
- RSSA
- Legal name
- The National Association of Registered Social Security Analysts Ltd.
- Website
- https://rssa.com
- Company type
- Private
- Founded year
- 2016
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
Where RSSA is headquartered
LocationHeadquarters
- HQ city
- Melville
- HQ country
- United States
- HQ region
- North America
Markets served
RSSA business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations
Revenue model
- RSSA Certification Program: Professional certification program for financial advisors, insurance agents, CPAs, and other professionals. One-time enrollment fee of $3,395 plus $479 annual renewal. Includes 5-module eLearning curriculum, software access, proctored exam, certificate, and ongoing continuing education.
- RSSA Roadmap® Software (Consumer): One-time purchase ($175) for lifetime access to the RSSA Roadmap software for individuals and families. Includes 24/7 access, optimization wizard, calculators, reporting, and optional live RSSA support.
- Social Security Advisory Services: Fee-based consultations and comprehensive Social Security analysis services provided by RSSA-certified professionals. RSSAs charge clients for personalized claiming strategy analysis, reports, and ongoing advisory.
- Group Employee Benefits: B2B employer-sponsored Social Security planning benefit offered to employees. Integrates into existing HR and financial wellness programs with tiered pricing based on number of employees (10K-100K, 100K-250K, 250K-500K, 500K-1M, 1M+ participants).
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | RSSA Certification Program - Complete package including training, software, certification exam, and annual membership |
| One time/ perpetual license | Pay-as-you-go | RSSA Roadmap Software - Individual/Family lifetime license |
| Subscription | Annual | Group Employee Benefits - Employer-sponsored Social Security planning |
Go-to-market motion2 records
Distribution channels5 records
Marketing channels8 records
RSSA product offering
Product offeringCore offering
RSSA provides Social Security planning software and professional certification/advisory services for the financial services industry. Its core offerings include the RSSA Roadmap® interactive optimization software for individuals, the RSSA® Program for certifying financial professionals (insurance agents, advisors, CPAs, CFPs), and SETARA® specialized analysis for self-employed clients. The company delivers its services through a nationwide network of certified Registered Social Security Analysts spanning all 50 U.S. states.
Product overview
RSSA operates as a professional services platform centered on Social Security planning and advisory services. The core offering consists of the RSSA Roadmap® software for personalized benefit analysis, combined with the RSSA® Program for professional certification of advisors. Additional offerings include SETARA® for self-employed tax optimization, RSSA® Back Office for outsourced advisory services, and Group Social Security Planning Benefit for employee workplace benefits. The platform connects consumers with certified RSSA professionals while providing the software and training tools these professionals use to deliver Social Security claiming strategy analysis and optimization.
Differentiator
Problem solved
Functional benefit
Brands
- RSSA Roadmap: Interactive Social Security planning software tool that helps users understand benefits eligibility, filing age impacts, and claiming options.
- SETARA
Products and services
- RSSA Roadmap®
Quantifiable outcome
- Average household loses $111,000 in potential Social Security income by not optimizing claiming decisions
- +3 more outcomes
Companies that use RSSA
Customer profileNamed customers9 records
Segments5 records
Ideal customer profiles4 records
RSSA technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature3 records
RSSA partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered minor and core.
- MCC BrokerageminorPartnership announced June 2026. MCC Brokerage serves as distribution channel bringing Social Security planning services to their client base.
- Medicare Masters CertificatecoreRSSA partnered with Medicare Masters Certificate as part of Agent Review's trust standard initiative. Combined with RSSA credentials, creates compounded trust signal for AI systems with monthly third-party verification through Rhoads Online.
- Agent ReviewcoreStrategic partnership where Agent Review will feature RSSA-certified professionals on its platform starting 2026. RSSA credentials will be verified monthly through Agent Review's Verified Agent Program, which checks Department of Insurance complaints and license status. Collaboration aims to set new industry standard for verified, data-backed, consumer-first insurance and retirement guidance.
- AgeTech Collaborative™ from AARP®coreRSSA is an AgeTech Collaborative from AARP portfolio company. Part of AARP's innovation ecosystem for longevity tech. Underscores commitment to empowering individuals and financial professionals through Social Security advocacy, education, and technology.
Scale indicators6 records
Recent moves6 records
Expansion highlights6 records
RSSA competitors and assessment
Company assessmentEmerging players
- RightCapital: Financial planning software for RIAs and fee-only advisors that includes Social Security optimization modules. Comparable delivery mechanism (cloud SaaS) and customer base, though broader financial planning scope.
- IncomeLab: Retirement income planning software for advisors, with point-of-decision Social Security claiming analytics. Partial overlap with RSSA Roadmap on the advisor workflow.
Broad incumbents
- MoneyGuidePro: Established goal-based financial planning platform widely used by financial advisors. Functions as an incumbent alternative to RSSA within advisor tech stacks for retirement income projections.
- SmartAsset: Consumer-facing financial advisor marketplace with educational content on Social Security and retirement. Overlaps RSSA at the top of the funnel and is mentioned as a media outlet featuring RSSA experts.
Direct peers
- Boldin (formerly NewRetirement): Retirement planning software platform serving both consumers and financial advisors with comprehensive scenario modeling that includes Social Security. Overlaps RSSA on retirement income planning use cases.
- Ed Slott and Company: Retirement tax-planning education, advisor training (IraSolutions), and tools for financial professionals. Comparable to RSSA in offering CPA/advisor certification-style education plus subscription content.
- Covisum: Provides Social Security and tax planning software (Tax Clarity, Social Security Timing) for financial advisors. Same B2B advisor channel and analogous software-plus-credentialing model to RSSA.
- Maximize My Social Security: Direct competitor offering Social Security claiming optimization software with personalized analysis for individuals. Most comparable to RSSA Roadmap from a consumer product standpoint, though narrower focus without the advisor certification network.
Others
- NAIFA (National Association of Insurance and Financial Advisors): Professional membership organization serving insurance and financial advisors — RSSA appears at NAIFA 2026 events. Comparable as a membership-driven industry body targeting the same advisor base.
- Agent Review: Insurance/annuity lead-generation platform that verifies advisor credentials and is now a strategic RSSA distribution partner (2026). Ecosystem participant enabling RSSA-certified advisor visibility.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks5 records
Key highlights7 records
Customer concentration
RSSA social profiles
Digital presenceRSSA compliance and trust
Trust signalCompliance1 record
RSSA financial estimates
Financial estimateRevenue estimate
Valuation estimate
RSSA leadership team
Management profileNumber of profiles
Profiles2 records
RSSA funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
RSSA M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about RSSA
What does RSSA do?
RSSA provides Social Security planning software and professional certification/advisory services for the financial services industry. Its core offerings include the RSSA Roadmap® interactive optimization software for individuals, the RSSA® Program for certifying financial professionals (insurance agents, advisors, CPAs, CFPs), and SETARA® specialized analysis for self-employed clients. The company delivers its services through a nationwide network of certified Registered Social Security Analysts spanning all 50 U.S. states.
Is RSSA a public or private company?
RSSA is a private company. It is classified as unknown and is currently operating.
When was RSSA founded?
RSSA was founded in 2016. It employs 11 to 50 people.
Where is RSSA based?
RSSA is headquartered in Melville, United States, in the North America region.
How does RSSA make money?
Four revenue lines are on record. RSSA Certification Program is the primary driver. The others are RSSA Roadmap® Software (Consumer), social Security Advisory Services and group Employee Benefits.
Who are RSSA's main competitors?
Emerging players on record are RightCapital and IncomeLab. Broad incumbents are MoneyGuidePro and SmartAsset. Direct peers are Boldin (formerly NewRetirement), Ed Slott and Company, Covisum and Maximize My Social Security. Others are NAIFA (National Association of Insurance and Financial Advisors) and Agent Review.
Does RSSA have an API?
No public API is recorded for RSSA.