RPAG - Crunchbase Company Profile & Funding

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Overview

RPAG

Growth Score

73

Heat Score

50

Company Performance Metrics

Score

Trend

About These Metrics

AI Content may contain mistakes and is not legal, financial or investment advice.

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

See more interactive data and historical milestones on desktop for the best experience

About RPAG

CB Rank

862864

RPAG is a consulting firm that offers training, solutions and resources for retirement plan advisors and institutions.

Acquired by

Great Gray Trust Company

Founded

obfuscation

Private

Aliso Viejo, California, United States

Financial Services

Details

Also Known As

Retirement Plan Advisory Group

Operating Status

Active

Company Type

For Profit

About the Company

RPAG is a consulting firm that offers training, solutions and resources for retirement plan advisors and institutions.

Phone Number

+1 949.305.3859

Contact Email

support@rpag.com

Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

RPAG Advisor Portal

An integrated platform consolidating retirement plan reporting systems and data for advisors to manage clients and prospects efficiently.

Custom Solutions Suite

A set of exclusive investment options, financial wellness programs, and marketing resources designed to differentiate retirement plan advisors.

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Financials

M&A Details

was acquired by

Great Gray Trust Company

on

obfuscation

.

Transaction Name

RPAG acquired by Great Gray Trust Company

Acquired by

Great Gray Trust Company

Announced Date

obfuscation

Market Intelligence

People

View Profiles & Contacts

Headcount

Contacts

News

News and Press

News•

Feb 5, 2026

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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

770

-65.79%

in past month

Interest Signals

Topic	Surge Score
Mid-Market Technology	81
American Music Awards (AMAs)	81
S&P Capital IQ Pro	80

Actively Used Products

18

uses

18

technology products and services including

,

Google Tag Manager

, and

, according to G2 Stack.

Active Website Tech Count

14

is actively using

14

technologies for its website, according to BuiltWith. These include

,

Mobile Non Scaleable Content

, and

.

Lists Featuring This Company

Lists Featuring This Company

Western US Acquired Companies With More Than 10 Employees (Top 10K)

9,938 Number of Organizations • $647.7B Total Funding Amount • 23,478 Number of Investors

Consulting Acquired Companies With Fewer Than 1000 Employees

5,529 Number of Organizations • $30.9B Total Funding Amount • 1,494 Number of Investors

West Coast Financial Services Acquired Companies

638 Number of Organizations • $24.5B Total Funding Amount • 1,376 Number of Investors

Western US Acquired Companies With Fewer Than 1000 Employees (Top 10K)

9,930 Number of Organizations • $342.7B Total Funding Amount • 23,857 Number of Investors

Sub-Organizations

Frequently Asked Questions

Where is

's headquarters?

is located in

Aliso Viejo, California, United States

.

Who are

's competitors? Alternatives and possible competitors to

may include

,

Fiduciary Decisions

, and

Retirement Consulting Group

.