Insights

Strong Market Position Leading Retirement Solutions serves a broad client base across all 50 states with a robust revenue range of 25 to 50 million dollars, highlighting a significant market presence in the financial services industry that offers numerous cross-selling opportunities for complementary financial products.

Technology Integration The company's seamless integration with HRIS platforms like UZIO and utilization of advanced tech tools such as HubSpot and Elementor suggests they value innovative, scalable technology solutions, making them receptive to new software and automation tools that enhance plan administration and client engagement.

Customized Financial Solutions With a focus on tailored retirement strategies and alternative investment options, there is a clear opportunity to introduce specialized investment products and diversified asset classes that align with their personalized approach and client-specific needs.

Enterprise Collaboration Leading Retirement Solutions collaborates with various professionals including advisors, attorneys, and CPAs, indicating potential for partnership or referral opportunities with firms serving similar client segments, expanding their service network.

Growth and Recognition Recognition on the Inc5000 list and leadership by a prominent CEO demonstrate a strong growth trajectory and leadership credibility, making them a strategic target for premium services, executive solutions, or growth accelerators in the financial sector.

Similar companies to Leading Retirement Solutions, 401(k) Plan, Company Retirement Plan, Tax Strategy, Business Solutions

Leading Retirement Solutions, 401(k) Plan, Company Retirement Plan, Tax Strategy, Business Solutions Tech Stack

Leading Retirement Solutions, 401(k) Plan, Company Retirement Plan, Tax Strategy, Business Solutions uses 8 technology products and services including RackCache, jQuery UI, Preact, and more. Explore Leading Retirement Solutions, 401(k) Plan, Company Retirement Plan, Tax Strategy, Business Solutions's tech stack below.

  • RackCache
    Caching
  • jQuery UI
    Javascript Libraries
  • Preact
    Javascript Libraries
  • HubSpot
    Marketing Automation
  • SWFObject
    Miscellaneous
  • Elementor
    Page Builders
  • Adobe Acrobat DC
    Rich Text Editors
  • X-UA-Compatible
    Web Tools And Plugins

Leading Retirement Solutions, 401(k) Plan, Company Retirement Plan, Tax Strategy, Business Solutions's Email Address Formats

Leading Retirement Solutions, 401(k) Plan, Company Retirement Plan, Tax Strategy, Business Solutions uses at least 1 format(s):
Leading Retirement Solutions, 401(k) Plan, Company Retirement Plan, Tax Strategy, Business Solutions Email FormatsExamplePercentage
First.Last@leadingretirement.comJohn.Doe@leadingretirement.com
78%
Last@leadingretirement.comDoe@leadingretirement.com
11%
LFirst@leadingretirement.comDJohn@leadingretirement.com
6%
First@leadingretirement.comJohn@leadingretirement.com
5%

Frequently Asked Questions

Where is Leading Retirement Solutions, 401(k) Plan, Company Retirement Plan, Tax Strategy, Business Solutions's headquarters located?

Minus sign iconPlus sign icon
Leading Retirement Solutions, 401(k) Plan, Company Retirement Plan, Tax Strategy, Business Solutions's main headquarters is located at 2226 Eastlake Avenue East #88 Seattle, Washington 98102 United States. The company has employees across 1 continents, including North America.

What is Leading Retirement Solutions, 401(k) Plan, Company Retirement Plan, Tax Strategy, Business Solutions's phone number?

Minus sign iconPlus sign icon
You can contact Leading Retirement Solutions, 401(k) Plan, Company Retirement Plan, Tax Strategy, Business Solutions's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Leading Retirement Solutions, 401(k) Plan, Company Retirement Plan, Tax Strategy, Business Solutions's official website and social media links?

Minus sign iconPlus sign icon
Leading Retirement Solutions, 401(k) Plan, Company Retirement Plan, Tax Strategy, Business Solutions's official website is leadingretirement.com and has social profiles on LinkedIn.

What is Leading Retirement Solutions, 401(k) Plan, Company Retirement Plan, Tax Strategy, Business Solutions's SIC code NAICS code?

Minus sign iconPlus sign icon
Leading Retirement Solutions, 401(k) Plan, Company Retirement Plan, Tax Strategy, Business Solutions's SIC code is 7389 - Business Services, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

How many employees does Leading Retirement Solutions, 401(k) Plan, Company Retirement Plan, Tax Strategy, Business Solutions have currently?

Minus sign iconPlus sign icon
As of February 2026, Leading Retirement Solutions, 401(k) Plan, Company Retirement Plan, Tax Strategy, Business Solutions has approximately 25 employees across 1 continents, including North America. Key team members include Client Service Manager: G. S.Manager: K. V.Retirement Plan Relationship Manager: V. A.. Explore Leading Retirement Solutions, 401(k) Plan, Company Retirement Plan, Tax Strategy, Business Solutions's employee directory with LeadIQ.

What industry does Leading Retirement Solutions, 401(k) Plan, Company Retirement Plan, Tax Strategy, Business Solutions belong to?

Minus sign iconPlus sign icon
Leading Retirement Solutions, 401(k) Plan, Company Retirement Plan, Tax Strategy, Business Solutions operates in the Financial Services industry.

What technology does Leading Retirement Solutions, 401(k) Plan, Company Retirement Plan, Tax Strategy, Business Solutions use?

Minus sign iconPlus sign icon
Leading Retirement Solutions, 401(k) Plan, Company Retirement Plan, Tax Strategy, Business Solutions's tech stack includes RackCachejQuery UIPreactHubSpotSWFObjectElementorAdobe Acrobat DCX-UA-Compatible.

What is Leading Retirement Solutions, 401(k) Plan, Company Retirement Plan, Tax Strategy, Business Solutions's email format?

Minus sign iconPlus sign icon
Leading Retirement Solutions, 401(k) Plan, Company Retirement Plan, Tax Strategy, Business Solutions's email format typically follows the pattern of First.Last@leadingretirement.com. Find more Leading Retirement Solutions, 401(k) Plan, Company Retirement Plan, Tax Strategy, Business Solutions email formats with LeadIQ.

When was Leading Retirement Solutions, 401(k) Plan, Company Retirement Plan, Tax Strategy, Business Solutions founded?

Minus sign iconPlus sign icon
Leading Retirement Solutions, 401(k) Plan, Company Retirement Plan, Tax Strategy, Business Solutions was founded in 2011.

Leading Retirement Solutions, 401(k) Plan, Company Retirement Plan, Tax Strategy, Business Solutions

Financial ServicesWashington, United States11-50 Employees

Contact us at service@leadingretirement.com!

At Leading Retirement Solutions, we serve as the bridge between today’s financial priorities and tomorrow’s retirement goals. We specialize in helping entrepreneurs and business owners design and implement retirement strategies that support their business growth, employee well-being, and long-term financial success.

Our approach is centered on you. From alternative investment strategies to custom retirement plan design, we tailor every solution to meet the unique needs of your business. Our team of highly trained and credentialed retirement professionals works closely with you to identify savings goals, employee benefit priorities, and tax reduction opportunities—without relying on prepackaged solutions.

As certified consultants and administrators, our mission is to proactively support organizations with a full suite of retirement plan services, including plan design, administration, compliance, government reporting, and recordkeeping. We offer access to over 24,000 traditional and alternative investment options across widely used retirement plans such as 401(k), 403(b), Defined Benefit, SEP & SIMPLE IRAs, ROBS, ESOPs, and other company-sponsored plans.

We collaborate seamlessly with investment advisors, attorneys, CPAs, payroll providers, and other service partners to ensure your retirement plan is integrated and effective.

With a Net Promoter Score nearly double the industry average, our proven quality of service and experienced support have helped employers implement innovative financing solutions, reduce tax burdens, and offer flexible, affordable retirement savings plans for themselves, their employees, investors, and families.

Headquartered in Seattle, WA, LRS proudly serves clients in all 50 states.

CEO, Kirsten Curry recognized as a Woman to Watch in a feature by Marijana Venture: https://www.marijuanaventure.com/wtw-kirsten-curry/

Recognized on the Inc5000 list: https://www.inc.com

Section iconCompany Overview

Headquarters
2226 Eastlake Avenue East #88 Seattle, Washington 98102 United States
Phone number
SIC Code
7389 - Business Services, Not Elsewhere Classified
NAICS Code
52 - Finance and Insurance
Founded
2011
Employees
11-50

Section iconFunding & Financials

  • $25M$50M

    Leading Retirement Solutions, 401(k) Plan, Company Retirement Plan, Tax Strategy, Business Solutions's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    Leading Retirement Solutions, 401(k) Plan, Company Retirement Plan, Tax Strategy, Business Solutions's revenue is estimated to be in the range of $25M$50M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.