RPAG

Retirement Plan Advisory Softwarerpag.com

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

Retirement plan technology
Fiduciary advisory platform
401(k) plan analytics
Investment due diligence
Recordkeeper data aggregation

Where RPAG is headquartered

Location

Headquarters

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 offering

Core 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 profile

Named customers7 records

Segments4 records

Ideal customer profiles4 records

RPAG technology and API

Technology

Technology 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 signal

Scale indicators10 records

Recent moves6 records

Expansion highlights6 records

RPAG competitors and assessment

Company assessment

Direct 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 financial estimates

Financial estimate

Revenue estimate

Valuation estimate

RPAG leadership team

Management profile

Number of profiles

Profiles17 records

RPAG funding detail

Funding detail

Funding overview

Funding rounds

Investors

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

RPAG M&A and investment

M&A and investment

M&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?

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.