RSSA

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

Headquarters

HQ city

Melville

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations

Revenue model

1. 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.
2. 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.
3. 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.
4. 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

Go-to-market motion2 records

Distribution channels5 records

Marketing channels8 records

Core 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

Named customers9 records

Segments5 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Four partnerships are on record, tiered minor and core.

• MCC BrokerageminorChannel Partner/ Reseller/ Distributor · 10 June 2026Partnership announced June 2026. MCC Brokerage serves as distribution channel bringing Social Security planning services to their client base.
• Medicare Masters CertificatecoreStrategic or Co-development Partner · 30 March 2026RSSA 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 ReviewcoreGTM or Marketing Partner · 4 March 2026Strategic 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®coreStrategic or Co-development PartnerRSSA 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

Emerging 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

• Xtwitter.com/RSSAnews
• YouTubeyoutube.com/c/RSSAnews
• Facebookfacebook.com/RSSAnews
• LinkedInlinkedin.com/company/RSSAnews
• Instagraminstagram.com/RSSAnews

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about RSSA