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Social Security Solutions

Full company profile

uuid000lvss

Namestring
Social Security Solutions
Legal namestring
T. Rowe Price
Websiteurl
socialsecuritysolutions.com
Company typeenum
Public
Founded yearint
1937
Descriptiontext

Social Security Solutions is a privately held, for-profit financial-services software company founded in 2010 and headquartered in Leawood, Kansas. The firm operates with a very small team (reported at 1-10 employees) under founder and Managing Principal William Meyer, and is built around a single consumer-facing software tool that helps individuals optimize their Social Security benefit-claiming decisions.

The company's product surface is a web-based software tool (hosted at socialsecuritysolutions.com) targeted at individual consumers navigating Social Security retirement benefits. No underlying technology stack, proprietary features, AI components, integrations, or platform architecture details are disclosed in the available data, nor are pricing models, customer segments, marketing channels, or partnership arrangements specified. The product is functionally positioned within the retirement-planning niche rather than the broader wealth-management or enterprise-software markets.

The business model is not characterized in the input: no pricing details, revenue model components, customer logos, or unit economics are provided. The company appears to operate as a lean, founder-led micro-entity with no disclosed funding rounds, investor base, M&A activity, or leadership changes beyond the founding principal. As a result, operational scale, monetization mechanics, and go-to-market strategy cannot be confirmed from the available evidence.

Short descriptiontext

Social Security Solutions is a small, privately held financial-software company founded in 2010 in Leawood, Kansas, offering a web-based tool that helps individual consumers optimize their Social Security benefit-claiming strategy.

Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
11–50
akta.pro rankint
HeadquartersLeawood, United States
HQ citystring
Leawood
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Keyword5 values
social security planning, retirement planning software, benefit optimization tools, financial planning software, social security benefits
Industry3 codes
1Retirement Benefits & Social Security/Medicare Planning
CodeFSAEABAIPrimaryYes
2Financial Assistance & Benefits Navigation Services
CodeBPAGAEAKPrimaryNo
3Digital Retirement Platforms (IRA/401(k), Pension & Decumulation)
CodeFSAGAEAFPrimaryNo
NAICS code1 code
  • Social Assistance624
SIC code1 code
  • Services-Prepackaged Software7372
Product category
Retirement Planning Software
No data
Cost components4 values
Personnel, Technology or R&D, Marketing or Sales, Operations
GTM typeB2C
B2C
Offering typeSoftware
Software
Core offering1 text field

Social Security Solutions offers a software tool that helps individuals optimize and maximize their Social Security benefits. The company specializes in financial services, providing technology-based solutions for retirement planning focused on Social Security claiming strategies.

Differentiator
Functional benefit
Problem solved
Product and service1 record
1Social Security Solutions Software Tool
CategoryRetirement Planning Software
Recent move2 records

Each record includes

Date, Type, Title, Description, Source

Peers8 records
1Social Security Timing (Covisum)
TypeDirect peer
Description

Covisum's Social Security Timing (formerly 'Maximize My Social Security') is the most direct competitor — a software tool that models Social Security claiming strategies for individuals and advisors. Same product category, same target customer, same delivery mechanism.

2Boldin (formerly NewRetirement)
TypeDirect peer
Description

Boldin offers a DIY retirement planning platform that includes Social Security claiming analysis alongside broader retirement projections. Comparable as a consumer-facing retirement planning tool with overlapping functionality in Social Security optimization.

3RightCapital
TypeDirect peer
Description

RightCapital provides financial planning software used primarily by advisors, with built-in Social Security claiming modules. Comparable as a SaaS planning tool that competes for the same advisor and consumer workflows around Social Security and retirement.

4eMoney Advisor
TypeBroad incumbent
Description

eMoney (owned by Fidelity) is a broad financial planning platform for advisors that includes Social Security claiming tools. It is a much larger incumbent, but its planning suite directly overlaps with what Social Security Solutions offers to consumers.

5MoneyGuide
TypeBroad incumbent
Description

MoneyGuide (now part of Envestnet) is a leading goal-based financial planning platform used by advisors. Its Social Security and retirement modules compete for the same advisor-driven planning engagements.

6Canopy
TypeEmerging player
Description

Canopy is an emerging financial planning platform built for accounting and advisory firms that includes retirement and Social Security planning features. Comparable as a modern SaaS planning tool targeting professionals serving the same client demographic.

7IncomeLab
TypeDirect peer
Description

IncomeLab offers retirement income planning software with Social Security optimization features for advisors and consumers. Comparable product scope and target customer in the Social Security and retirement income space.

8Financial Finesse
TypeRegional player
Description

Financial Finesse provides workplace financial wellness and education programs, including Social Security and retirement planning content. Comparable in serving employees and retirees on Social Security decisions, though delivered primarily through employer channels.

Market position
Strengths4 records

Each record includes

Headline, Details, Source

Weaknesses4 records

Each record includes

Headline, Details, Source

Competitive moat2 records

Each record includes

Type, Details

Key risks5 records

Each record includes

Headline, Details, Source

Key highlights5 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Ideal customer profile1 record

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
Yes
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles1 record

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

No data
No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

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

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

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

Social Security Solutions

Retirement Planning Softwaresocialsecuritysolutions.com

Social Security Solutions is a small, privately held financial-software company founded in 2010 in Leawood, Kansas, offering a web-based tool that helps individual consumers optimize their Social Security benefit-claiming strategy.

What Social Security Solutions does

Social Security Solutions is a privately held, for-profit financial-services software company founded in 2010 and headquartered in Leawood, Kansas. The firm operates with a very small team (reported at 1-10 employees) under founder and Managing Principal William Meyer, and is built around a single consumer-facing software tool that helps individuals optimize their Social Security benefit-claiming decisions.

The company's product surface is a web-based software tool (hosted at socialsecuritysolutions.com) targeted at individual consumers navigating Social Security retirement benefits. No underlying technology stack, proprietary features, AI components, integrations, or platform architecture details are disclosed in the available data, nor are pricing models, customer segments, marketing channels, or partnership arrangements specified. The product is functionally positioned within the retirement-planning niche rather than the broader wealth-management or enterprise-software markets.

The business model is not characterized in the input: no pricing details, revenue model components, customer logos, or unit economics are provided. The company appears to operate as a lean, founder-led micro-entity with no disclosed funding rounds, investor base, M&A activity, or leadership changes beyond the founding principal. As a result, operational scale, monetization mechanics, and go-to-market strategy cannot be confirmed from the available evidence.

Social Security Solutions firmographics

Firmographics
Name
Social Security Solutions
Legal name
T. Rowe Price
Website
https://socialsecuritysolutions.com
Company type
Public
Founded year
1937
Operating status
Operating
Headcount range
11–50 employees
Short description
Social Security Solutions is a small, privately held financial-software company founded in 2010 in Leawood, Kansas, offering a web-based tool that helps individual consumers optimize their Social Security benefit-claiming strategy.
Ownership category
akta.pro rank

Social Security Solutions industry classification

Industry
Product category
Retirement Planning Software
NAICS
Social Assistance (624)
SIC
Services-Prepackaged Software (7372)
akta.pro primary industry
Retirement Benefits & Social Security/Medicare Planning (FSAEABAI)
akta.pro secondary industries
Financial Assistance & Benefits Navigation Services (BPAGAEAK), Digital Retirement Platforms (IRA/401(k), Pension & Decumulation) (FSAGAEAF)

Keywords

  • Social security planning
  • Retirement planning software
  • Benefit optimization tools
  • Financial planning software
  • Social security benefits

Where Social Security Solutions is headquartered

Location

Headquarters

HQ city
Leawood
HQ country
United States
HQ region
North America

Markets served

Social Security Solutions business model

Business model
GTM type
B2C
Offering type
Software
Cost components
Personnel, Technology or R&D, Marketing or Sales, Operations

Social Security Solutions product offering

Product offering

Core offering

Social Security Solutions offers a software tool that helps individuals optimize and maximize their Social Security benefits. The company specializes in financial services, providing technology-based solutions for retirement planning focused on Social Security claiming strategies.

Differentiator

Problem solved

Functional benefit

Products and services

  • Social Security Solutions Software Tool

Companies that use Social Security Solutions

Customer profile

Ideal customer profiles1 record

Social Security Solutions technology and API

Technology

Technology focussed Yes

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Social Security Solutions partnerships and signals

Strategic signal

Recent moves2 records

Social Security Solutions competitors and assessment

Company assessment

Direct peers

  • Social Security Timing (Covisum): Covisum's Social Security Timing (formerly 'Maximize My Social Security') is the most direct competitor — a software tool that models Social Security claiming strategies for individuals and advisors. Same product category, same target customer, same delivery mechanism.
  • Boldin (formerly NewRetirement): Boldin offers a DIY retirement planning platform that includes Social Security claiming analysis alongside broader retirement projections. Comparable as a consumer-facing retirement planning tool with overlapping functionality in Social Security optimization.
  • RightCapital: RightCapital provides financial planning software used primarily by advisors, with built-in Social Security claiming modules. Comparable as a SaaS planning tool that competes for the same advisor and consumer workflows around Social Security and retirement.
  • IncomeLab: IncomeLab offers retirement income planning software with Social Security optimization features for advisors and consumers. Comparable product scope and target customer in the Social Security and retirement income space.

Broad incumbents

  • eMoney Advisor: eMoney (owned by Fidelity) is a broad financial planning platform for advisors that includes Social Security claiming tools. It is a much larger incumbent, but its planning suite directly overlaps with what Social Security Solutions offers to consumers.
  • MoneyGuide: MoneyGuide (now part of Envestnet) is a leading goal-based financial planning platform used by advisors. Its Social Security and retirement modules compete for the same advisor-driven planning engagements.

Emerging players

  • Canopy: Canopy is an emerging financial planning platform built for accounting and advisory firms that includes retirement and Social Security planning features. Comparable as a modern SaaS planning tool targeting professionals serving the same client demographic.

Regional players

  • Financial Finesse: Financial Finesse provides workplace financial wellness and education programs, including Social Security and retirement planning content. Comparable in serving employees and retirees on Social Security decisions, though delivered primarily through employer channels.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat2 records

Key risks5 records

Key highlights5 records

Customer concentration

Social Security Solutions financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Social Security Solutions leadership team

Management profile

Number of profiles

Profiles1 record

Social Security Solutions funding detail

Funding detail

Funding overview

Funding rounds

Investors

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

Social Security Solutions 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 Social Security Solutions

What does Social Security Solutions do?

Social Security Solutions offers a software tool that helps individuals optimize and maximize their Social Security benefits. The company specializes in financial services, providing technology-based solutions for retirement planning focused on Social Security claiming strategies.

Is Social Security Solutions a public or private company?

Social Security Solutions is a public company. It is classified as founder individual operated bootstrapped and is currently operating.

When was Social Security Solutions founded?

Social Security Solutions was founded in 1937. It employs 11 to 50 people.

Where is Social Security Solutions based?

Social Security Solutions is headquartered in Leawood, United States, in the North America region.

Who are Social Security Solutions's main competitors?

Direct peers on record are Social Security Timing (Covisum), Boldin (formerly NewRetirement), RightCapital and IncomeLab. Broad incumbents are eMoney Advisor and MoneyGuide. Canopy is listed as an emerging player. Financial Finesse is listed as a regional player.

Does Social Security Solutions have an API?

No public API is recorded for Social Security Solutions.

What industry is Social Security Solutions in?

Social Security Solutions's product category is Retirement Planning Software. Its primary akta.pro industry code is FSAEABAI, Retirement Benefits & Social Security/Medicare Planning, with a secondary code of BPAGAEAK, Financial Assistance & Benefits Navigation Services. Its NAICS code is 624 and its SIC code is 7372.

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Live signals
GlobeNewswire4th Edition Book Released by Leading Researchers on Social Security StrategiesSocial Security Solutions Inc. released its 4th edition book on optimizing Social Security income and minimizing savings risk. The book, written by Dr. William Reichenstein and William Meyer, updates rules with new strategies and case studies for advisors. It has been used by tens of thousands of advisors and is available on Amazon.PR NewswireFinancial Advisors Vote SSAnalyzer Top Social Security ToolMore than 1,500 financial planning and investment advisory professionals voted SSAnalyzer.com by Social Security Solutions, Inc. the top Social Security tool in the second annual T3/Advisor Perspectives/Inside Information Advisory Profession Software Survey. The software led with a 10.75 percent marketing share, more than 8 percentage points higher than the second-place ranking. The tool helps advisors produce smart retirement benefit claiming strategies based on individual circumstances that can yield an additional $100,000 or more in lifetime accumulative benefits for the average couple.PR NewswireExperts Prove Many Americans are Leaving Thousands of Dollars in Social Security Benefits UnclaimedSocial Security Solutions, Inc., a retirement advisory firm headquartered in Leawood, Kansas, released the 3rd edition of its book 'Social Security Strategies: How to Optimize Retirement Benefits', prompted by changes to Social Security rules under the Bipartisan Balanced Budget Act of 2015. Co-authored by William Meyer and William Reichenstein, PhD, the book argues that Americans are leaving tens of thousands of dollars in benefits unclaimed and outlines strategies to help individuals optimize their retirement income. The book will be available for order on Amazon.com.GlobeNewswireDoes the Medicare Premium Hike Impact Social Security Claiming Strategy -- Educational WebinarSocial Security Solutions will host a webinar on October 21 to help financial professionals assess how Medicare premium increases affect Social Security claiming strategies. The hold harmless provision prevents net Social Security payments from falling, but Medicare premiums for some could rise over 50% if beneficiaries delay claiming. Advisors are urged to adjust clients' strategies accordingly.GlobeNewswireSocial Security Solutions Releases Groundbreaking Upgrades for Retirement Portfolio Coordination and LongevitySocial Security Solutions announced upgrades to its SSAnalyzer software, adding portfolio coordination and internal rates-of-return calculations. The company's research finds coordinating Social Security claiming with the overall portfolio can add two to 10 years of income. The software analyzes tax-efficient withdrawal sequences to maximize retirement income.GlobeNewswireSocial Security Solutions Finds Over $2 Billion in Additional Benefits for Its ClientsSocial Security Solutions, Inc. announced it has surpassed $2 billion in additional benefits found for clients. The company's software, based on research by CEO William Meyer and Dr. William Reichenstein, analyzes Social Security rules and recommends claiming strategies. The company is not affiliated with the Social Security Administration.GlobeNewswireSocial Security Solutions to Aid Recipients in Wake of Social Security Administration ClosuresSocial Security Solutions announced its assistance package after the SSA closed 64 field offices and 533 mobile offices since 2010, laying off 11,000 workers. The company offers personalized benefit strategies, including recommendations and expert sessions, to help retirees maximize claims amid reduced services.GlobeNewswireSocial Security Solutions Granted a Patent on Ground Breaking Social Security Zone(TM)Social Security Solutions, Inc. was awarded patent #8712808 for its Social Security Zone, a feature in SSAnalyzer software that analyzes claiming strategies across multiple life expectancies. The company says the patent validates its research that planning for a single point in time is insufficient. The software is marketed to financial professionals for retirement planning.GlobeNewswireSocial Security Solutions Announces New Advice in Social Security Claiming StrategiesSocial Security Solutions announced new advice on Social Security claiming strategies to mitigate longevity risk. The company's SSAnalyzer tool uses the Social Security Zone to evaluate multiple mortality combinations, helping advisors choose optimal claiming strategies. The company offers a free trial of the software.GlobeNewswireSocial Security Solutions, Inc. Finds Over $1 Billion More for Its ClientsSocial Security Solutions, Inc. reported that its software helped consumers find over $1 billion in potential Social Security benefits in 2013. The company's website drew hundreds of thousands of visitors, sometimes generating nearly 10,000 reports in a single day. CEO William Meyer said the patent-pending tool helps retirees maximize their benefits.