RPAG
RPAG is a US retirement technology platform serving plan advisors, broker-dealers, RIAs, recordkeepers, and asset managers with integrated investment due diligence, fee benchmarking, fiduciary frameworks, and data aggregation across 115K+ plans and $1.2T in influenced assets, operating as a Great Gray Group subsidiary via tiered subscription membership.
- Company typePrivate
- Founded2004
- HeadquartersAliso Viejo, United States
- Headcount101–250
- GTM typeB2B
- OfferingSoftware
What RPAG does
RPAG (Retirement Plan Advisory Group, LLC) is a retirement technology platform founded in 2004 and headquartered in Aliso Viejo, California, serving retirement plan advisors, broker-dealers, RIAs, aggregators, recordkeepers, and asset managers across the United States. The company operates as a wholly-owned subsidiary of Great Gray Group (acquired in 2015) and reports influence over $1.2T in retirement assets across 115K+ plans and 9M+ participants as of December 31, 2025, with thousands of advisors using the platform daily through 100+ recordkeeper integrations.
The core product is an integrated advisor platform organized into six capability areas: Investment Due Diligence (Scorecard System, TDF Analyzer, Stable Value Fund Analyzer, Fund Research, Asset Class Reviews, Fund Mappings), Fee Benchmarking and RFPs (Prism, Prism365, RFP Express, Advisor Fee Calculator, Provider Analysis), Data and Analytics (Advisor IQ, Plan Asset Link, Client/Plan Dashboards), Fiduciary Frameworks (Fiduciary Briefcase, Retirement Learning Center, Fiduciary Fitness Program, IPS Templates), Sales and Marketing (Proposal Solutions, Marketing Resources, 5500 Search Tool), and AI-powered enhancements including the Auto Assistant (Otto) answer engine, automated meeting minutes, and generative proposal tools. Plan Asset Link provides automated monthly data feeds from 100+ recordkeepers, while the exclusive CIT suite delivers institutional-quality share classes accessible only to RPAG members across 35+ recordkeeping platforms.
RPAG operates a subscription membership model with tiered packages (Bronze at $300/quarter through Silver, Gold, and Institutional tiers) billed quarterly or under multi-year enterprise contracts. The go-to-market combines direct enterprise field sales for institutional clients, inside sales for tiered mid-market advisors, self-serve portal access, and conference-based selling, supported by a community-led motion including the annual RPAG National Conference with 350+ advisors, regional summits, and a broad content marketing program. Revenue is not publicly disclosed; the company is private and has no recorded outside funding rounds, operating entirely within the strategic parent structure of Great Gray Group.
RPAG firmographics
Firmographics- Name
- RPAG
- Legal name
- Retirement Plan Advisory Group, LLC
- Website
- https://rpag.com
- Company type
- Private
- Founded year
- 2004
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- RPAG is a US retirement technology platform serving plan advisors, broker-dealers, RIAs, recordkeepers, and asset managers with integrated investment due diligence, fee benchmarking, fiduciary frameworks, and data aggregation across 115K+ plans and $1.2T in influenced assets, operating as a Great Gray Group subsidiary via tiered subscription membership.
- Ownership category
- akta.pro rank
RPAG industry classification
Industry- Product category
- Retirement Plan Advisory Software
- NAICS
- Software Publishers (513210), Custom Computer Programming Services (541511)
- SIC
- Services-Prepackaged Software (7372), Services-Computer Programming, Data Processing, Etc. (7370)
- akta.pro primary industry
- Enterprise PaaS (App Runtime & Managed Application Platforms) (HDAEAKAB)
- akta.pro secondary industries
- Digital Retirement Platforms (IRA/401(k), Pension & Decumulation) (FSAGAEAF), Program & Portfolio Management (PPM) (EDABAHAB)
Keywords
Where RPAG is headquartered
LocationHeadquarters
- HQ city
- Aliso Viejo
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
RPAG business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Marketing or Sales, Operations
Revenue model
- Membership Subscriptions: RPAG operates on a subscription membership model with tiered packages (Bronze, Silver, Gold, Institutional) billed quarterly. Members pay for access to the advisor platform, tools, exclusive CITs, community, training, and support resources. The Bronze tier at $300/quarter provides core fee benchmarking tools while higher tiers offer expanded capabilities.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Quarterly | Bronze - Core fee benchmarking and assessment |
| Subscription | Quarterly | Silver - Deeper analytics and operations |
| Subscription | Quarterly | Gold - Full platform optimization |
| Subscription | Multi-year contract | Institutional - Enterprise solutions |
Go-to-market motion3 records
Distribution channels4 records
Marketing channels7 records
RPAG product offering
Product offeringCore offering
RPAG provides a cloud-based retirement plan advisory technology platform that delivers integrated tools for investment due diligence, fee benchmarking, fiduciary governance, data analytics, and proposal generation to retirement plan advisors, broker-dealers, RIAs, and institutions. The platform combines proprietary scorecard systems, AI-powered automation (Auto Assistant/Otto), automated data feeds from 100+ recordkeepers, exclusive access to lower-cost collective investment trusts (CITs), and a nationwide advisor community under a tiered membership subscription model.
Product overview
RPAG is a retirement technology platform with a modular architecture combining a core advisor platform with integrated tools organized into six capability areas: Investment Due Diligence (Scorecard System, TDF Analyzer, Stable Value Fund Analyzer, Fund Research, Asset Class Reviews, Fund Mappings), Fee Benchmarking and RFPs (Prism, Prism365, RFP Express, Advisor Fee Calculator, Provider Analysis), Data and Analytics (Advisor IQ, Plan Asset Link, Client/Plan Dashboards, Client Service Plans), Fiduciary Frameworks (Fiduciary Briefcase, Retirement Learning Center, Fiduciary Fitness Program, Fiduciary Plan Review, Fiduciary Diagnostic, IPS Templates, Investment Review Report), Sales and Marketing (Proposal Solutions, Marketing Resources, 5500 Search Tool), and Reports and Integrations. The platform is enhanced by AI-powered capabilities including Auto Assistant (with Otto avatar) for knowledge retrieval, automated meeting minutes, and generative AI for proposal creation. Membership provides exclusive access to CIT Suite and Financial Wellness tools. The platform integrates with Salesforce, 100+ recordkeepers, CRM systems, and enterprise home office dashboards.
Differentiator
Problem solved
Functional benefit
Quantifiable outcome
- 15-20 hours per client annually saved through automation
- +4 more outcomes
Companies that use RPAG
Customer profileNamed customers7 records
Segments4 records
Ideal customer profiles4 records
RPAG technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration5 records
AI capability7 records
Feature10 records
RPAG partnerships and signals
Strategic signalScale indicators10 records
Recent moves6 records
Expansion highlights6 records
RPAG competitors and assessment
Company assessmentDirect peers
- PlanSource: PlanSource is a benefits and retirement technology platform providing SaaS tools for advisors, employers, and TPAs. It directly competes with RPAG in retirement plan administration, benchmarking, and advisor workflow automation.
- Vestwell: Vestwell is a digital retirement plan recordkeeping and advisory platform serving advisors and plan sponsors with 401(k), 403(b), and IRA solutions. It competes with RPAG in delivering modern, technology-led retirement plan infrastructure to advisors.
- Guideline: Guideline provides a 401(k) platform targeting small businesses and the advisors who serve them, with built-in investment selection and benchmarking. It overlaps with RPAG's advisor technology stack for retirement plan management.
- CAPTRUST: CAPTRUST is one of the largest independent retirement plan advisory firms in the US, providing investment advisory, plan design, and fiduciary services. It is a peer in the retirement plan advisory market where RPAG sells its platform.
- SageView Advisory Group: SageView is a national retirement plan and wealth advisory firm serving corporate, government, and Taft-Hartley plans. It competes with RPAG's institutional and advisor customer base in the retirement plan advisory market.
Broad incumbents
- Empower Retirement: Empower is one of the largest US retirement plan recordkeepers serving millions of participants with integrated advisor tools and analytics. As a broad incumbent, it competes with parts of RPAG's data aggregation, benchmarking, and institutional oversight capabilities.
- Fidelity Investments: Fidelity is a leading retirement plan recordkeeper and wealth manager with proprietary advisor platforms, investment research, and benchmarking. It is a broad incumbent whose services overlap parts of RPAG's offering.
- Orion Advisor Technology: Orion provides enterprise advisor technology including portfolio accounting, reporting, and analytics for wealth and retirement advisors. It is a broad incumbent with overlapping analytics, reporting, and proposal capabilities.
- Envestnet: Envestnet offers a broad wealth management technology platform serving advisors with portfolio management, data analytics, and practice management. It overlaps with parts of RPAG's advisor analytics, benchmarking, and reporting stack.
- Morningstar Retirement (Morningstar): Morningstar provides investment research, data, and retirement plan analytics used by advisors and plan sponsors. It is a broad incumbent competing with parts of RPAG's scorecard, fund research, and benchmarking capabilities.
Market position
Strengths4 records
Weaknesses5 records
Competitive moat6 records
Key risks6 records
Key highlights7 records
Customer concentration
RPAG social profiles
Digital presenceRPAG financial estimates
Financial estimateRevenue estimate
Valuation estimate
RPAG leadership team
Management profileNumber of profiles
Profiles17 records
RPAG funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
RPAG 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 RPAG
What does RPAG do?
RPAG provides a cloud-based retirement plan advisory technology platform that delivers integrated tools for investment due diligence, fee benchmarking, fiduciary governance, data analytics, and proposal generation to retirement plan advisors, broker-dealers, RIAs, and institutions. The platform combines proprietary scorecard systems, AI-powered automation (Auto Assistant/Otto), automated data feeds from 100+ recordkeepers, exclusive access to lower-cost collective investment trusts (CITs), and a nationwide advisor community under a tiered membership subscription model.
Is RPAG a public or private company?
RPAG is a private company. It is classified as corporate owned and is currently operating.
When was RPAG founded?
RPAG was founded in 2004. It employs 101 to 250 people.
Where is RPAG based?
RPAG is headquartered in Aliso Viejo, United States, in the North America region.
How does RPAG make money?
One revenue line is on record: membership Subscriptions.
Who are RPAG's main competitors?
Direct peers on record are PlanSource, Vestwell, Guideline, CAPTRUST and SageView Advisory Group. Broad incumbents are Empower Retirement, Fidelity Investments, Orion Advisor Technology, Envestnet and Morningstar Retirement (Morningstar).
Does RPAG have an API?
No public API is recorded for RPAG.
What industry is RPAG in?
RPAG's product category is Retirement Plan Advisory Software. Its primary akta.pro industry code is HDAEAKAB, Enterprise PaaS (App Runtime & Managed Application Platforms), with a secondary code of FSAGAEAF, Digital Retirement Platforms (IRA/401(k), Pension & Decumulation). Its NAICS code is 513210 and its SIC code is 7372.