Delaware Valley Retirement
- Company typePrivate
- Founded2005
- HeadquartersRidley Park, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
Delaware Valley Retirement firmographics
Firmographics- Name
- Delaware Valley Retirement
- Website
- https://dvretirement.com
- Company type
- Private
- Founded year
- 2005
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
Delaware Valley Retirement industry classification
Industry- Product category
- Retirement Plan Consulting Services
- NAICS
- Pension Funds (525110)
- SIC
- Services-Management Consulting Services (8742)
- akta.pro primary industry
- Employer Retirement Plan Advisory (401(k)/Pension) (FSAEABAE)
- akta.pro secondary industry
- Retirement Planning & Financial Education for Seniors (EDAAAMAF)
Keywords
Where Delaware Valley Retirement is headquartered
LocationHeadquarters
- HQ city
- Ridley Park
- HQ country
- United States
- HQ region
- North America
Markets served
Delaware Valley Retirement business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales
Delaware Valley Retirement product offering
Product offeringCore offering
Delaware Valley Retirement is a consulting agency that delivers retirement planning and administration services to its clients. The firm supports employer organizations with the design, implementation, and ongoing administration of workplace retirement programs, operating within the U.S. retirement benefits market.
Product overview
No product or service information available. The source page displays only a loading/verification screen with no substantive content about Delaware Valley Retirement's offerings.
Differentiator
Problem solved
Functional benefit
Products and services
- Retirement Planning and Administration Consulting Consulting service that advises employer clients on the design, implementation, and ongoing administration of workplace retirement plans, including support with compliance and employee benefit programs.
Companies that use Delaware Valley Retirement
Customer profileIdeal customer profiles1 record
Delaware Valley Retirement technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Delaware Valley Retirement partnerships and signals
Strategic signalRecent moves1 record
Expansion highlights1 record
Delaware Valley Retirement competitors and assessment
Company assessmentDirect peers
- Cammack Retirement Group: Independent retirement plan advisory and consulting firm serving mid-to-large plan sponsors; directly comparable in offering 401(k)/403(b)/defined benefit advisory and plan design consulting.
- Definiti: National retirement plan administration and advisory firm; appears to be Delaware Valley Retirement's operational affiliate based on the definiti.com/delawarevalley/ URL structure, offering the same core services at a larger scale.
- SageView Advisory Group: Independent retirement plan advisory firm providing 3(21) and 3(38) fiduciary services to plan sponsors nationwide; directly comparable boutique-to-mid-market competitor with a similar service model.
Broad incumbents
- CAPTRUST: Large national registered investment advisor focused on retirement plan advisory and institutional investment consulting; competes for the same mid-to-large plan sponsor clients but at significantly greater scale.
- Milliman: Global actuarial and consulting firm providing retirement plan design, compliance, and administration services to plan sponsors; overlaps with Delaware Valley Retirement's administration and advisory scope at the larger end.
- Empower Retirement: One of the largest retirement plan recordkeepers and service providers in the U.S., combining administration, advisory, and participant services — represents the scaled end of the same market Delaware Valley Retirement serves.
- OneDigital: National benefits and retirement advisory firm providing 401(k)/403(b) plan advisory, administration, and fiduciary services; a broad incumbent competing across many of the same mid-market employer accounts.
- Conduent HR Services: Outsourced administration services provider offering 401(k) and benefits administration to employers; competes for the same third-party administration engagements but at materially larger scale.
Emerging players
- Vestwell: Technology-driven retirement plan recordkeeping and administration platform targeting small-to-mid-market employers; emerging competitor whose low-cost, automated model pressures traditional advisory boutiques.
Regional players
- Triad Retirement Group: Regional retirement plan advisory firm offering fiduciary, investment, and plan design services to mid-market employers in the Mid-Atlantic/Southeast; comparable in size and service mix to Delaware Valley Retirement though operating in adjacent geographies.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat2 records
Key risks5 records
Key highlights5 records
Customer concentration
Delaware Valley Retirement social profiles
Digital presenceDelaware Valley Retirement financial estimates
Financial estimateRevenue estimate
Valuation estimate
Delaware Valley Retirement leadership team
Management profileNumber of profiles
Delaware Valley Retirement funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Delaware Valley Retirement 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 Delaware Valley Retirement
What does Delaware Valley Retirement do?
Delaware Valley Retirement is a consulting agency that delivers retirement planning and administration services to its clients. The firm supports employer organizations with the design, implementation, and ongoing administration of workplace retirement programs, operating within the U.S. retirement benefits market.
Is Delaware Valley Retirement a public or private company?
Delaware Valley Retirement is a private company. It is classified as unknown and is currently operating.
When was Delaware Valley Retirement founded?
Delaware Valley Retirement was founded in 2005. It employs 11 to 50 people.
Where is Delaware Valley Retirement based?
Delaware Valley Retirement is headquartered in Ridley Park, United States, in the North America region.
Who are Delaware Valley Retirement's main competitors?
Direct peers on record are Cammack Retirement Group, Definiti and SageView Advisory Group. Broad incumbents are CAPTRUST, Milliman, Empower Retirement, OneDigital and Conduent HR Services. Vestwell is listed as an emerging player. Triad Retirement Group is listed as a regional player.
Does Delaware Valley Retirement have an API?
No public API is recorded for Delaware Valley Retirement.
What industry is Delaware Valley Retirement in?
Delaware Valley Retirement's product category is Retirement Plan Consulting Services. Its primary akta.pro industry code is FSAEABAE, Employer Retirement Plan Advisory (401(k)/Pension), with a secondary code of EDAAAMAF, Retirement Planning & Financial Education for Seniors. Its NAICS code is 525110 and its SIC code is 8742.