COMPANY PROFILE

Annuity

Annuity.com provides expert advice and personalized service to help individuals grow their retirement savings through annuities

Gilbert, United StatesFounded 2003Fintech

Valuation $50–100M Last recorded · 2024

Headcount <100 Current team size

Total funding $10–50M Disclosed equity funding

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About Annuity

Annuity.com specializes in providing expert guidance on safe money strategies and retirement planning. The company serves individuals who are looking to secure their financial futures, particularly those nearing or in retirement. Operating in the financial services market, Annuity.com offers resources and consultations to help clients understand and implement safe money concepts. The business model revolves around educational content, personalized financial advice, and strategic planning services. Revenue is generated through consultations, book sales, and financial planning services.

MoreLess Source: Dealroom company data

At a glance

Status: Operational
Founded: 2003
Headquarters: Gilbert, United States
Employees: 26
Open positions: None listed
Dealroom signal: 51.1/100
Industry: Fintech
Sub-industry: Financial Management Solutions
Sector: Fintech
Client focus: b2c
Links: Website LinkedIn

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Funding history

1 recorded event

Company financing events and reported valuations.

Deal type	Date	Amount	Valuation	Investors	Source
SEED✓Equity / VC	May 2024	$16M	$63M	Undisclosed	↗

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Growth signals

Annuity website traffic

Latest recorded traffic for Annuity is 9.8K monthly website visits, up 139% over the last three months. Annuity's team declined 10.3% over the past year.

Latest monthly visits9.8K 3-month web change+139% 1-year team growth-10.3%

Monthly website visitsMay 2024–Jul 2026

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