Actuarial Business Solutions

What Actuarial Business Solutions does

Actuarial Business Solutions is a privately-held for-profit professional services firm headquartered in Allison Park, Pennsylvania, United States, that provides retirement, tax planning, and financial services. The firm has been in continuous operation since 1994 and operates with a small headcount of 11-50 employees, consistent with a boutique advisory or consulting practice rather than a scaled enterprise.

There is no substantive product, technology, or platform information available in the source data. The firm's website (adatainc.com) currently displays only a "One moment, please… Please wait while your request is being verified…" loader, with no content describing service offerings, proprietary methodologies, software products, or technical architecture. As a result, no underlying technology stack, integrations, or productized deliverables can be characterized from the input.

The business model is not explicitly documented but, given the service line (retirement, tax planning, and financial services) and small headcount, is most plausibly fee-based professional advisory work delivered to individuals or small businesses. No pricing models, customer segments, distribution channels, revenue figures, funding history, parent/subsidiary relationships, or named customers are disclosed. The available evidence supports only a thin profile of a long-tenured, small-scale advisory firm with no documented external strategic activity.

Name

Actuarial Business Solutions

Website

https://adatainc.com

Company type

Private

Founded year

1994

Operating status

Operating

Headcount range

11–50 employees

Short description

Actuarial Business Solutions is a privately-held, small (11-50 employee) professional services firm based in Allison Park, Pennsylvania, founded in 1994, providing retirement, tax planning, and financial advisory services to individual or small-business clients.

Ownership category

akta.pro rank

Product category

Actuarial Consulting

NAICS

Portfolio Management and Investment Advice (523940), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121)

SIC

Investment Advice (6282)

akta.pro primary industry

Retirement Income Planning & Decumulation Advisory (FSAEABAD)

akta.pro secondary industries

Annuity & Insurance-Based Retirement Solutions Advisory (FSAEABAH), Trust & Estate Tax Planning & Compliance (FSAEAKAE)

Keywords

• Actuarial consulting
• Retirement planning
• Tax planning services
• Pension consulting
• Financial advisory

Headquarters

HQ city

Allison Park

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Core offering

Actuarial Business Solutions provides retirement, tax planning, and financial services to clients. The firm offers actuarial and financial advisory support centered on retirement plan design and administration, tax planning, and broader financial planning needs for its client base.

Differentiator

Problem solved

Functional benefit

Products and services

• Retirement Planning Services

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Recent moves1 record

Expansion highlights1 record

Broad incumbents

• HUB International: Large insurance and financial services brokerage with retirement plan services, actuarial consulting, and wealth advisory arms. Comparable on retirement and insurance-based advisory, though distributed across a much larger brokerage network.
• Willis Towers Watson (WTW): Global advisory firm with major retirement and actuarial consulting practices serving plan sponsors. Comparable on retirement actuarial services and tax-aware retirement design, at significantly larger scale.
• Milliman: Global actuarial and consulting firm with a strong retirement and benefits practice. Directly comparable to Actuarial Business Solutions on actuarial services for retirement plans, but operates at much larger scale and offers broader risk and consulting services.
• Aon: Global professional services firm with retirement, actuarial, and wealth advisory offerings. Comparable in retirement actuarial and integrated advisory, but operates as a broad incumbent across insurance, reinsurance, and HR consulting.
• Mercer: Global consulting firm with deep retirement, actuarial, and investment advisory practices. Comparable on retirement income planning and actuarial advisory, but operates worldwide with thousands of consultants across many service lines.
• Fidelity Institutional Wealth Adviser Solutions: Fidelity's wealth and retirement advisory franchise serving advisors and plan sponsors with retirement income planning and actuarial-adjacent support. Comparable on retirement decumulation planning but with significantly more technology and AUM scale.

Direct peers

• CapGroup Advisors: Boutique retirement plan advisory firm offering actuarial, plan design, and investment advisory services to mid-sized plan sponsors. Highly comparable on the small-team actuarial + retirement advisory model with similar target market.
• Prime Pensions: Boutique actuarial retirement consulting firm providing actuarial valuations, plan administration, and retirement plan advisory. Closely comparable as a small specialist actuarial retirement firm with similar service mix.
• DWC ERISA Consultants: Small actuarial and ERISA consulting firm offering retirement plan actuarial valuations and compliance services. Directly comparable as a small-scale retirement actuarial boutique with similar service offering.

Others

• Retirement Income Industry Association (RIIA) member firms: RIIA is an industry association of retirement income and decumulation specialists; member firms are boutique practices focused on retirement income planning, making them thematically comparable to Actuarial Business Solutions' retirement focus.

Market position

Strengths3 records

Weaknesses4 records

Competitive moat2 records

Key risks5 records

Key highlights4 records

Customer concentration

• Xx.com/ActuarialBusin1
• Facebookfacebook.com/ActuarialBusinessSolutions
• LinkedInlinkedin.com/company/actuarial-business-solutions-llc

Revenue estimate

Valuation estimate

Number of profiles

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 Actuarial Business Solutions