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RETIREONE

HQ - San Francisco

Summary

RetireOne is an independent outsourced insurance desk and platform founded in 2011, specializing in fee-based insurance solutions primarily for registered investment advisors (RIAs) and fee-only fiduciaries.

Deals Overview

Total Deals2

Valued Deals0

Total Value-

Avg. Deal Size-

Market Context

Senior Management

David Stone
Founder and CEO
Ed Mercier
President
Mark Forman
Communications Director

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13 Nov 2019|United States|Diversified Financials

Target: EF LEGACY SECURITIES LLC

Bidder: RETIREONE

2 Service Providers

1 Bidder | 1 Vendor

6 Dealmakers

3 Bidder | 3 Vendor

n/a

Value

13 Oct 2025|United States|Insurance Brokers

Target: RETIREONE

Bidder: SIMPLICITY GROUP HOLDINGS

2 Service Providers

1 Target | 1 Bidder

4 Dealmakers

1 Target | 3 Bidder

n/a

Value

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