Bring retirement planning to your clients with ease

Help your clients access retirement planning without the complexity of traditional providers—and earn as you grow.

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Why partner with WealthRabbit?

  • Add retirement plans to your offering—no extra admin
  • Earn recurring revenue or provide exclusive client discounts
  • Offer a digital, low-cost solution built for small businesses
  • Access platform discounts based on the number of clients you manage
Why partner with WealthRabbit?

Retirement plans are mandatory in over 70 %+ of states. Offer your clients the perfect plan to stay compliant. Learn more

Offer your clients the perfect retirement plan

For businesses

SIMPLE IRA

$29 /month*

+ $4 monthly per employee

Ideal for small businesses looking for an easy-to-manage retirement plan with employee contributions.

  • Full digital setup
  • Payroll integration
  • Fund transfers from existing retirement plans
  • Full digital setup
  • Payroll integration
  • Fund transfers from existing retirement plans

Explore more

for self-employed

SEP IRA

$6 /month*

Ideal for self-employed individuals or small businesses with one or two employees.

  • Full digital setup
  • Access to a wide range of investment options
  • Fund transfers from existing retirement plans
  • Full digital setup
  • Access to a wide range of investment options
  • Fund transfers from existing retirement plans

Explore more

*For employees and individuals, a $10 one-time custodian fee and tiered monthly asset management fees (detailed below) apply.

Set Up & Manage Retirement Plans—All Digitally

What you get with WealthRabbit

  • SIMPLE & SEP IRAs for self-employed individuals and small business clients
  • Digital onboarding, no physical paperwork or mailing required
  • Role-based team access to track, manage client plans
  • Automated contributions and compliance tracking
  • Real-time performance and reporting tools

View full list of features

Set up your retirement plan in no time with WealthRabbit

STEP 1

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Open your IRA in minutes, 100% digital.

STEP 2

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Invite employees to join the your retirement.

STEP 3

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Easily schedule and manage your employee contribution.

Partner tiers for advisors

Choose the model that works best for your firm—discounted billing or passive income through revenue sharing.

STARTER

Upto 10 Clients

5% Firm Discount

Revenue Share or client discount

GROWTH

11 - 25 Clients

10% Firm Discount

Revenue Share or client discount

PRO

26 - 50 Clients

15% Firm Discount

Revenue Share or client discount

ELITE

51+ Clients

20% Firm Discount

Revenue Share or client discount

Offer more to your clients. Earn more for your firm. All with less hassle.

Join our growing community of advisors

Offer more to your clients. Earn more for your firm. All with less hassle.

Frequently asked questions

WealthRabbit simplifies retirement plan setup and management, so you can offer clients a valuable service without increasing your workload.

We currently support SIMPLE IRA, SEP IRA, Traditional IRA, and Roth IRA designed specifically for small businesses with 100 or fewer employees.

Yes. Our SIMPLE IRA plans meet the requirements in most states with retirement mandates.

Most plans can be set up in under 15 minutes using our fully digital platform—no paperwork required.

Retirement planning that supports your success

Join hundreds of small businesses and individuals building real financial security with
WealthRabbit - fully digital, fully automated, fully yours.