Meet our leadership team
Only one-third of small employers currently offer retirement benefits to their employees.
That’s why we created WealthRabbit. Our retirement solution directly addresses the retirement gap and offers a simplified, affordable retirement solution for small businesses.

Our story
As accountants and advisors working with small businesses for over a decade, we kept having the same frustrating conversation:
“We’d love to offer retirement benefits to our employees, but we just can’t afford it” or “I know I should be prioritizing my own retirement, but I just don’t have the time.”
We watched as business owners like you put their own retirement plans on the back burner, confused by the high costs and complexity of traditional options. Meanwhile, their employees were left without any access to retirement savings.
Unhappy with the current state of small business retirement, we knew there had to be another option. So we built it.
Our goal is to build technology that’s simple to use, secure by design, and fully centered on the customer. Trust and ease should go hand in hand, and that’s exactly what we’ve built.
–Naga Palanisamy
Chief Technology Officer
Why we’re different
Easy to use
Set up and onboard your entire team in minutes. It’s fully digital, hassle-free, and easy to understand.
Transparent pricing
Plans start at $29/month with no hidden fees—just clear, affordable pricing designed for small businesses and advisors.
Focused on growth
Scale your business, not your paperwork, and keep your attention where it needs to be.
Built by CPAs
Our plans were built by financial professionals who understand the needs of small business owners.
Are you ready to hop into retirement planning that actually makes sense for your business? We'd love to help you get started.
– Jason & Adam Ackerman
Co-founders of WealthRabbit


