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EPIC Retirement Plan Services Logo
EPIC Retirement Plan Services Growth Score
79
CB Rank
640501
Heat Score
47
EPIC Retirement Plan Services is a financial solutions company that offers consultation, retirement planning, and financial services.
Founded
obfuscation
Private Rochester, New York, United States251-500 www.epicrps.com
Consulting
Finance
Financial Services
Overview

EPIC Retirement Plan Services
Growth Score
79
Heat Score
47

Growth Score79
-4 pts
in past quarter
Heat Score 47
0 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
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About EPIC Retirement Plan Services

CB Rank
640501
EPIC Retirement Plan Services is a financial solutions company that offers consultation, retirement planning, and financial services.
Founded
obfuscation
Private Rochester, New York, United States251-500 www.epicrps.com
Consulting
Finance
Financial Services

Details

Also Known As EPIC
Operating Status Active
Company Type For Profit
Founders  Jim Genthner
Phone Number +1-585232-9060
Contact Email help@go-retire.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Retirement Plan Consultation
Provides expert advice and planning services to help individuals and organizations prepare for retirement.
Retirement Planning Services
Assists clients in creating and managing personalized retirement strategies to meet long-term financial goals.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 251-500 Contacts 106
News

News and Press

News•Oct 30, 2025
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News•Oct 1, 2025
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Monthly Web Visits

5,951
-1.13%
 in past month

IT Spend

$2.2MThis year, EPIC Retirement Plan Services is projected to spend $2.2M on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Space.com Logo
Space.com
100
CNBC Logo
CNBC
94
Capital Advisory Logo
Capital Advisory
90

Actively Used Products

4EPIC Retirement Plan Services uses 4 technology products and services including Cloudflare CDN, Google Drive, and  Google Analytics, according to G2 Stack.

Active Website Tech Count

3EPIC Retirement Plan Services is actively using 3 technologies for its website, according to BuiltWith. These include Mobile Non Scaleable Content, Google Maps API, and  Lorem Ipsum.
Sub-Organizations
Frequently Asked Questions

Where is EPIC Retirement Plan Services's headquarters? EPIC Retirement Plan Services is located in Rochester, New York, United States.Who are EPIC Retirement Plan Services's competitors? Alternatives and possible competitors to EPIC Retirement Plan Services may include Charles Schwab, Fidelity Investments, and  ADP.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
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