5 Retirement Plan Firms Making the 2025 Inc. 5000
This year’s list of fastest-growing private companies includes mainstays Vestwell and Ubiquity along with IRALOGIX, Strongpoint Partners and Boldin
The 2025 Inc. 5000 list, representing the fastest-growing private companies in America, was released back in August, and featured a handful of companies familiar to those in the workplace retirement savings plan market.
“Making the Inc. 5000 is always a remarkable achievement, but earning a spot this year speaks volumes about a company’s tenacity and clarity of vision,” says Mike Hofman, editor-in-chief of Inc. “These businesses have thrived amid rising costs, shifting global dynamics, and constant change. They didn’t just weather the storm—they grew through it, and their stories are a powerful reminder that the entrepreneurial spirit is the engine of the U.S. economy.”
Companies on the 2025 Inc. 5000 list are ranked according to their percentage revenue growth over three years, from 2021 to 2024. To qualify, companies must be privately held, for-profit, based in the U.S., and independent (not subsidiaries or divisions of other companies) as of December 31, 2024.
Companies must have been founded and generating revenue by March 31, 2021. The minimum revenue requirement is $100,000 for 2021 and $2 million for 2024. All honorees must pass Inc.’s editorial review.
Here’s a closer look at five retirement plan-focused companies on this year’s list.
586. Vestwell
New York-based Vestwell is No. 586 on the 2025 Inc. 5000 list, marking its fourth consecutive year. With 707% 3-year growth, Vestwell supports 350,000+ employers, 1.5 million savers, and $35 billion+ in assets saved while powering nearly 40 state savings programs and covering 85% of all auto-IRAs.
“Earning a spot on the Inc. 5000 for the fourth year in a row reflects the incredible work our team is doing to power the future of savings for everyone, from entrepreneurs and restaurant workers to farmers, individuals living with disabilities, and those saving through government-led programs,” said Aaron Schumm, Founder and CEO of Vestwell. “We’re building the backbone of the modern savings economy: tech-driven, scalable solutions that meet people where they are and help them build financial security for life’s most important moments.”
Over the past year, Vestwell launched the industry’s most accessible multilingual savings platform, supporting 18 languages across saver, employer, and advisor experiences to eliminate language barriers and boost engagement among underserved workers. The company also introduced several new solutions, including Starter(k), a low-cost, automatic enrollment plan for first-time sponsors, and Emergency Savings Accounts (ESAs) to help employees build financial resilience.
As demand for modern savings infrastructure grows, Vestwell is scaling enterprise and national-reach programs while maintaining the flexibility required by today’s workforce. Recent partnerships include Group of Plans (GoP) with Wayne-Sanderson Farms for more than 2,000 family farmers, J.P. Morgan’s Everyday 401(k) and Solo(k), the Gateway 401(k) with Commonwealth for 2,200 affiliated advisors (now part of LPL Financial), John Hancock’s FutureStep, and the Secure Income Account (SIA) with TIAA, which enables guaranteed lifetime income within workplace plans.
SEE ALSO:
• Vestwell Partners with Amazon’s DSP Program to Deliver Retirement Services
NEXT PAGE: IRALOGIX
1,093. IRALOGIX
Pittsburgh-based retirement industry fintech provider IRALOGIX ranked 1,093 among the 2025 Inc. 5000 (and 73rd in the financial services category) with 395% 3-year growth, marking its second successive year on the list.
IRALOGIX collaborates with recordkeepers, IRA administrators, and financial institutions to deliver flexible, cost-effective retirement solutions built for scale. The fintech leverages advanced technology to help its partners deliver modern retirement solutions to small- and mid-sized businesses—segments long neglected by traditional providers. By making institutional-grade capabilities more accessible and easier to deploy, IRALOGIX is driving real progress in expanding retirement coverage across the country.
“This milestone is a reflection of our mission-driven team and our commitment to transforming how retirement solutions are delivered and who they’re delivered to,” said Peter de Silva, CEO of IRALOGIX. “We’re rethinking what’s possible in retirement savings by removing barriers that have excluded too many employers and workers for too long. Our technology opens the door to retirement plans that are both accessible and scalable. As we continue to grow, we remain focused on making it easy for employers to offer something truly meaningful: a path to retirement security for their employees.”
Building on its track record of tech innovation, IRALOGIX recently announced the launch of its Workplace Retirement Plan Portal, a first-of-its kind digital platform that expands retirement access for small and mid-sized employers.
As the retirement industry modernizes to meet the needs of today’s workforce, IRALOGIX remains at the forefront, driven by purpose, powered by innovation, and focused on delivering impact at scale.
SEE ALSO:
• IRALOGIX Releases Retirement Readiness Index
NEXT PAGE: Strongpoint Partners
1,235. Strongpoint Partners
Chicago-based Strongpoint Partners, a tech-enabled retirement services platform serving small- to mid-sized businesses with integrated retirement third-party administration, recordkeeping, payroll, and HR solutions, ranked 1,235 on the Inc. 5000 list with 354% 3-year growth. It is Strongpoint’s second year in a row on the list.
“It is an honor to receive this recognition for our company again this year,” said Danny Hest, CEO of Strongpoint Partners. “One of our core values is Stronger Together, which means that we exponentially amplify outcomes for our stakeholders by working as one team, and by leveraging the collective expertise and experience of our team members across our partnerships. I think this recognition really demonstrates the power of all of our teams working alongside each other towards one common mission in service to small and medium-sized businesses: making retirement work for everyone. Our team members deliver on our values with unbelievable passion, and that’s what fueled this momentum. I’m incredibly proud of what we are building, I’m grateful to our amazing team and partners, and I’m excited to celebrate this recognition with them.”
With the addition of seven retirement plan design and consulting firm partners thus far in 2025, Strongpoint Partners now represents more than $36B AUM, with reach across more than 42 states for its retirement, recordkeeping, payroll & HR solutions. Additional partners are set to join over the next several months, positioning Strongpoint to celebrate another incredible year for growth. The Inc. 5000 recognition comes soon after Strongpoint Partners was also recognized as a Great Place To Work®, a prestigious certification based entirely on employee sentiment about their work experience. This year, 92% of Strongpoint employees said Strongpoint is a great place to work, 35 points higher than the average U.S. company.
“Our goal was to create a growth model that keeps our people at the center,” Hest said, “and it’s proven to be the right fit for the most premier and reputable TPA firms in the country. By creating a culture that emphasizes the unique value of all of our team members and encourages them to drive collaboration that will benefit their clients, we are innovating faster and helping our firms grow at a rapid pace.”
In 2024, Strongpoint added seven new partners, growing from six brands to 13; completed three new ACT (Administration Client Transition) book conversions, providing a seamless retirement option to TPA owners looking to exit; and onboarded more than 1,000 new customers, including cash-balance plans, ESOPs, payroll, and custom-designed 401(k) plans for businesses of every size.
Strongpoint offers a suite of services that prioritizes accuracy, compliance, and reduction of regulatory risk for its clients, delivered by local client success teams that understand the nuances of the markets they serve.
SEE ALSO:
• Strongpoint Partners Announces Collab with ACI
NEXT PAGE: Boldin
3,204. Boldin
Mill Valley, Calif.-based Boldin ranked 3,204 on the 2025 Inc. 5000 with 125% 3-year growth.
Founded in 2015 as NewRetirement, Boldin started with a real-life problem to solve. Founder Steve Chen saw his mom worrying about retirement, and he wanted her to feel secure and confident about the future. Unable to find affordable, holistic advice, he built the tools himself—and discovered a way to turn uncertainty into clarity.
What began as one plan for one person has grown into Boldin, now helping hundreds of thousands create retirement plans that reflect their resources, values, and dreams—so they can move forward with confidence.
“Our inclusion on the Inc. 5000 is exciting because it represents the 5,000 fastest-growing companies in the U.S.,” Chen said. “There are about 33 million private companies, and only 0.015%—about 1 in 6,700—make this list. We hope our work to democratize financial planning and advice, which is both a huge problem and a huge opportunity, keeps us on this list for years to come.”
SEE ALSO:
• NewRetirement Becomes Boldin
NEXT PAGE: Ubiquity Retirement + Savings
4,932. Ubiquity Retirement + Savings
San Francisco-based Ubiquity Retirement + Savings, a pioneer and nationally recognized innovator in small business retirement solutions, ranked 4,932 on the 2025 Inc. 5000 list, earning inclusion on America’s fastest-growing private companies list for the 12th time in its history.
This latest achievement places Ubiquity in an elite “Hall of Fame” circle and reflects the company’s unbroken record of growth, innovation, and client impact across multiple economic cycles.
Since its founding in 1999, Ubiquity has consistently challenged the status quo of retirement planning for small businesses through its flat-fee, transparent, and fully customizable 401(k) plans. By replacing complexity with clarity, technology, and trust, Ubiquity has empowered thousands of entrepreneurs to offer benefits once thought reserved for the Fortune 500. This year’s recognition underscores Ubiquity’s ability to deliver measurable results in a competitive, rapidly shifting marketplace while expanding retirement access across the country.
“Being named to the Inc. 5000 list is an honor, but earning a spot for the 12th time reflects the trust our people and partners place in us and our commitment to reimagining retirement so people can achieve their financial goals,” said Nasrin Mazooji, Chief Operating Officer of Ubiquity Retirement + Savings. “We’ve thrived because our mission hasn’t changed, and we believe small businesses deserve comprehensive retirement solutions without hidden fees or barriers.”
The 2025 recognition from Inc. caps a year marked by record client growth, expanded plan offerings, and bold thought leadership on the future of retirement in America.
Check out more about the 2025 Inc. 5000 here.
SEE ALSO:
• Ubiquity Retirement + Savings Reveals Brand Redesign
• The Fastest-Growing Retirement Industry Firms