This article showcases our top picks for the best South Carolina based Retirement companies. These startups and companies are taking a variety of approaches to innovating the Retirement industry, but are all exceptional companies well worth a follow.
We tried to pick companies across the size spectrum from cutting edge startups to established brands.
We selected these startups and companies for exceptional performance in one of these categories:
- Innovation
- Innovative ideas
- Innovative route to market
- Innovative product
- Growth
- Exceptional growth
- Exceptional growth strategy
- Management
- Societal impact
Top South Carolina Retirement Startups
Data sourced from Crunchbase and SemRush.
FinTrust
Crunchbase Website Twitter Facebook Linkedin
FinTrust is a financial service provider offering services like retirement consulting, wealth & asset management.
The Woodlands at Furman
Crunchbase Website Twitter Facebook Linkedin
The Woodlands at Furman offers several amenities, independent living, personal care and skilled nursing services for retired people.
BSI Companies
Crunchbase Website Twitter Facebook Linkedin
BSI Companies provides retirement planning, employee benefits, workers compensation, risk management and claims administration.
Apollon Wealth Management
Crunchbase Website Twitter Facebook Linkedin
Apollon Wealth Management offers risk management, retirement income planning, estate planning, and financial services.
The Methodist Oaks
Crunchbase Website Twitter Facebook Linkedin
The Methodist Oaks provides a continuing care retirement community and provider of home care and technology.
South Carolina Baptist Ministries of Aging
Crunchbase Website Twitter Facebook Linkedin
South Carolina Baptist Ministries of Aging provides senior adults retirement communities and assisted living facilities.
Gateway Retirement
Crunchbase Website Twitter Facebook Linkedin
Gateway Retirement is a financial services company that specializes in providing insurance, wealth management, and retirement planning.
Concept HR
Crunchbase Website Twitter Facebook Linkedin
Concept HR offers payroll, administration, benefit provisions, insurance, time and attendance management services.
Still Hopes Episcopal Retirement Community
Crunchbase Website Twitter Facebook Linkedin
Still Hopes Episcopal Retirement Community is a non-profit organization that offers amenities that inspire aging adults.
Mann Capital Management
Crunchbase Website Twitter Facebook Linkedin
Mann Capital Management is a financial planner that assists families with retirement planning, investments, and risk management services.
Big Money Management
Crunchbase Website Twitter Facebook Linkedin
Big Money Management specializes in passive income planning, corporate benefits program, and retirement income planning services.
Cummings Wealth Management Group
Crunchbase Website Twitter Facebook Linkedin
Cummings Wealth Management Group provides financial, consulting, retirement planning and advice services.
Cambridge Financial and Insurance Group
Crunchbase Website Twitter Facebook Linkedin
Cambridge Financial and Insurance Group is a consultancy that renders employer, personal, retirement, and business planning services.
Bishop Gadsden Episcopal Retirement Community
Crunchbase Website Twitter Facebook Linkedin
Bishop Gadsden Episcopal Retirement Community is a non-profit organization that provides retirement community services.
Adams Eaddy & Associates
Crunchbase Website Twitter Facebook Linkedin
Adams Eaddy & Associates offers personal and business insurance policies.
Capital City Financial Partners
Crunchbase Website Twitter Facebook Linkedin
Capital City Financial Partners is an advisory firm that specializes in retirement planning and investment strategy services.
AAP
Crunchbase Website Twitter Facebook Linkedin
AAP provides a broad range of payroll, human resources, workforce management and learning management system services.
Palmetto Senior Benefits
Crunchbase Website Twitter Facebook Linkedin
Palmetto Senior Benefits is an insurance agency that provides retirement planning, annuities, medicare advantage, and supplements services.
Anchor Investment Management
Crunchbase Website Twitter Facebook Linkedin
Anchor Investment Management is a financial & retirement planning and investment management firm.
TerraBella Summerville
Crunchbase Website Twitter Facebook Linkedin
Located in South Carolina, TerraBella Summerville is a person-centered senior living community.
Preservation Specialists
Crunchbase Website Twitter Facebook Linkedin
Preservation Specialists provide financial services.
Yon-Drake & Associates
Crunchbase Website Twitter Facebook Linkedin
Yon-Drake & Associates provides portfolio management, investment management, data collection and defined contribution planning services.
Revolutionary Financial Group
Crunchbase Website Twitter Facebook Linkedin
Revolutionary Financial Group provides asset management, tax management, and retirement income distribution services.
Sloan Financial Group
Crunchbase Website Twitter Facebook Linkedin
Sloan Financial Group provides investment and retirement planning servfices.
The Finance Couple
Crunchbase Website Twitter Facebook Linkedin
The Finance Couple specializes in retirement planning, financial consulting, insurance, estate, tax planning and wealth management services.
Presbyterian Communities of South Carolina
Crunchbase Website Twitter Facebook Linkedin
Presbyterian Communities of South Carolina is a nonprofit organization that offers senior living, nursing care and retirement services.
Goepper Burkhardt
Crunchbase Website Twitter Facebook Linkedin
Goepper Burkhardt provides retirement wealth management and planning services.
The Cypress of Hilton Head
Crunchbase Website Twitter Facebook Linkedin
The Cypress of Hilton Head is a life plan community that offers resort style living in a glorious seaside setting.
Core Advisors
Crunchbase Website Twitter Facebook Linkedin
Core Advisors is a financial consulting firm that offers payroll, cash flow management, taxation, retirement, and estate planning services.
Blue Bear Financial
Crunchbase Website Twitter Facebook Linkedin
Blue Bear Financial provides retirement planning, insurance, investment, business valuation, group benefits, and wealth management services.
June CPA
Crunchbase Website Twitter Facebook Linkedin
June CPA offers complete tax preparation & planning, audit protection, accounting, payroll & business management advisory services.
ASE Financial Advisory Group
Crunchbase Website Twitter Facebook Linkedin
ASE Financial Advisory Group offers financial planning, business consulting, retirement planning, investment and wealth management services.
EPS
Crunchbase Website Twitter Facebook Linkedin
EPS is a retirement plan consulting agency that offers employer-sponsored private pension and administration services.
JEHM Wealth & Retirement
Crunchbase Website Twitter Facebook Linkedin
JEHM Wealth & Retirement is a financial firm that provides investment, insuarnce, tax management, and retirement planning services.
Rogers Tax Advisory Group
Crunchbase Website Twitter Facebook Linkedin
Rogers Tax Advisory Group specializes in retirement planning, investment advisory, e-filing, insurance, and tax preparation services.
Sims & Karr
Crunchbase Website Twitter Facebook Linkedin
Sims & Karr provides investments, retirement planning, and insurance services.
Dillard Financial Solutions
Crunchbase Website Twitter Facebook Linkedin
Dillard Financial Solutions offers life insurance, annuities, federal retirement benefits, disability and long-term care insurance services.
Palmetto Investment Consultants
Crunchbase Website Twitter Facebook Linkedin
Palmetto Investment Consultants offers tax, retirement, asset protection, risk management, financial, wealth and estate planning services.
Palmetto Financial Planners
Crunchbase Website Twitter Facebook Linkedin
Palmetto Financial Planners specializes in asset management, investment allocation, retirement planning, and advisory services.
Hall Asset Management Group
Crunchbase Website Twitter Facebook Linkedin
Hall Asset Management Group offers tax planning, asset management, and financial planning services.
Clemson Area Retirement Center
Crunchbase Website Twitter Facebook Linkedin
Clemson Area Retirement Center is a premier continuing care retirement community with the newly constructed and focus on memory support.
Hilton Head Lakes
Crunchbase Website Twitter Facebook Linkedin
Hilton Head Lakes provides real estate, retirement communities, coastal living, and golfing.
Riser, Gibbons & Carpenter
Crunchbase Website Twitter Facebook Linkedin
Riser, Gibbons & Carpenter renders litigation support, business consulting, retirement planning, accounting, audits, and taxation services.
Keowee Key
Crunchbase Website Twitter Facebook Linkedin
Keowee Key is a retirement community that offers independent living, boating, fishing, golf club, event, and other amenities services.
Walker, Higgins & Associates Wealth Management
Crunchbase Website Twitter Facebook Linkedin
Walker, Higgins & Associates Wealth Management provides employee benefits, retirement planning, wealth management, and insurance services.
Robert Palmer and Associates
Crunchbase Website Twitter Facebook Linkedin
Robert Palmer and Associates offers bank reconciliation, payroll, tax preparation, bookkeeping, retirement planning, and budgeting services.
Primetrust Advisors
Crunchbase Website Twitter Facebook Linkedin
Primetrust Advisors offers financial solutions for individuals and institutions.
Kincaid Retirement & Wealth Management
Crunchbase Website Twitter Facebook Linkedin
Kincaid is a full-service financial planning firm.
Cascades Verdae
Crunchbase Website Twitter Facebook Linkedin
Cascades Verdae is a continuing care retirement community.
Continuum Capital Advisory
Crunchbase Website Twitter Facebook Linkedin
Continuum Capital Advisory offers financial, retirement and estate planning, consulting and wealth management services.
Compu-Counting
Crunchbase Website Twitter Facebook Linkedin
Compu-Counting offers taxation, accounting, payroll, bookkeeping, IRS representation, business consulting, and retirement planning services.
Conover Consulting
Crunchbase Website Twitter Facebook Linkedin
Conover Consulting provides retirement plans, employee benefits, medical, and life insurance.
Embark Capital Solutions
Crunchbase Website Twitter Facebook Linkedin
Embark Capital Solutions renders equipment leasing, account receivable financing, retirement accounts and commercial bridge loans services.
Oak Capital Management
Crunchbase Website Twitter Facebook Linkedin
Oak Capital Management provides investment strategy, retirement planning and management services.
Summit Hills
Crunchbase Website Twitter Facebook Linkedin
Summit Hills is a real estate company that specializes in retirement and assisted living facilities.
P.G. Palmer and Co
Crunchbase Website Twitter Facebook Linkedin
P.G. Palmer and Co render an array of tax management, accounting, payroll, business consulting, financial and retirement planning services.
Jones Investments
Crunchbase Website Twitter Facebook Linkedin
Jones Investments is an investment management firm.
The McDaniel Corporation
Crunchbase Website Twitter Facebook Linkedin
The McDaniel Corporation offers tax strategies, risk management, and financial planning services to help individuals achieve their goals.
Premier Wealth Partners
Crunchbase Website Twitter Facebook Linkedin
Premier Wealth Partners is a financial services company that provides tax planning and investment planning services.
Oceanside Advisors
Crunchbase Website Twitter Facebook Linkedin
Oceanside Advisors is an investment planning and advisory firm in the state of South Carolina.
Walls Investment
Crunchbase Website Twitter Facebook Linkedin
Walls Investment provides retirement planning, asset allocation, portfolio management, risk management and second opinion services.
Myrtle Beach CPAs
Crunchbase Website Twitter Facebook Linkedin
Myrtle Beach CPAs is an accounting firm that offers bookkeeping, consulting, retirement planning, payroll and tax preparation services.
Wesley Court Assisted Living Community
Crunchbase Website Twitter Facebook Linkedin
Wesley Court Assisted Living Community is a senior living center that provides healthcare, assisted living, housing, and dining services.
Jeter Hrubala Wealth Strategies
Crunchbase Website Twitter Facebook Linkedin
Jeter Hrubala Wealth Strategies provides financial planning, portfolio management, sustainable investing, and risk management services.
Double E
Crunchbase Website Twitter Facebook Linkedin
Double E is an insurance company that provides financial and insurance audits, tax efficiency planning, and retirement.
Runey and Associates Wealth Management
Crunchbase Website Twitter Facebook Linkedin
Runey and associates wealth management provides proper retirement planning.
Burkett Financial Services
Crunchbase Website Twitter Facebook Linkedin
Burkett Financial Services provides investment planning, insurance, education planning, retirement planning & income tax planning services.
William Levan Byrd
Crunchbase Website Twitter Facebook Linkedin
William Levan Byrd provides employee benefits, accounting, retirement planning, computer consulting, payroll, and tax management services.
Anne Marie Hanna
Crunchbase Website Twitter Facebook Linkedin
Anne Marie Hanna is a full-service CPA firm that offers tax, retirement planning, business and other financial services.
Sinclair Financial Solutions
Crunchbase Website Twitter Facebook Linkedin
Sinclair Financial Solutions provides retirement planning, college saving plans, individual preparation, and tax preparation services.
South Carolina Public Employee Benefit Authority
Crunchbase Website Twitter Facebook Linkedin
South Carolina Public Employee Benefit Authority is a government administration.
Wilson David Investment Advisors
Crunchbase Website Twitter Facebook Linkedin
Wilson David Investment Advisors offers wealth management, retirement planning, asset protection, and financial consulting services.
Copper Advisors
Crunchbase Website Twitter Facebook Linkedin
Copper Advisors specializes in payroll, taxation, audit protection, retirement plan analysis, and business management services.
Atlantic Capital Investments
Crunchbase Website Twitter Facebook Linkedin
Atlantic Capital Investments is an independently owned investment advisory company.
Family Legacy
Crunchbase Website Twitter Facebook Linkedin
Family Legacy takes a holistic approach to financial planning, advising clients on various aspects of wealth, business and estate planning.
Pearson Investment Management
Crunchbase Website Twitter Facebook Linkedin
Pearson Investment Management is a finance company that offers retirement planning, risk assessment, savings, and investment management.
Northbridge Wealth Management
Crunchbase Website Twitter Facebook Linkedin
Northbridge Wealth specializes in designing and implementing financial plans for businesses and financial security and stability.
WSG Advisors
Crunchbase Website Twitter Facebook Linkedin
WSG Advisors offer services in investment management, financial planning, retirement plans, insurance and wealth management.
Fred Maiden Insurance Agency
Crunchbase Website Twitter Facebook Linkedin
Fred Maiden Insurance Agency is a financial and health services company.
Bailley Group Wealth Management
Crunchbase Website Twitter Facebook Linkedin
Bailley Group Wealth Management provides financial services.
L. G. Goldstein & Associates
Crunchbase Website Twitter Facebook Linkedin
L. G. Goldstein & Associates offers services in retirement and estate planning, life insurance, health insurance, and employee benefits.
TerraBella Greenville
Crunchbase Website Twitter Facebook Linkedin
TerraBella Greenville is a stylish retirement community in Greenville, South Carolina.
Dyadic Financial Management
Crunchbase Website Twitter Facebook Linkedin
Dyadic Financial Management provides tax management, retirement strategies, risk management, and business planning services.
Carolinas Wealth Management Group
Crunchbase Website Twitter Facebook Linkedin
Carolinas Wealth Management Group is a management firm that offers tax funding, retirement income strategies and business planning services.
DeHollander Financial Group
Crunchbase Website Twitter Facebook Linkedin
DeHollander Financial Group renders taxation, asset management, investment guidance, insurance, financial and retirement planning services.
Northstar Financial Advisors
Crunchbase Website Twitter Facebook Linkedin
Northstar Financial Advisors is an independent financial services company.
Roger W Harrelson
Crunchbase Website Twitter Facebook Linkedin
Roger W Harrelson offers accounting services, bookkeeping, and business consulting services.
Arrow & Bow
Crunchbase Website Twitter Facebook Linkedin
Arrow & Bow primarily focuses on offering a wide spectrum of services within investment management, retirement, legacy & financial planning.
Magnolias of Santee
Crunchbase Website Twitter Facebook Linkedin
Magnolias of Santee provides retirement living and assisted living services.
Foothills Wealth Management
Crunchbase Website Twitter Facebook Linkedin
Foothills Wealth Management provides investment management, retirement planning, wealth strategies, and asset allocation strategies.
Baldwin & Associates
Crunchbase Website Twitter Facebook Linkedin
Baldwin & Associates offers bookkeeping accounting, quickbooks, retirement planning, litigation support, taxation, and payroll services.
Douglass Financial
Crunchbase Website Twitter Facebook Linkedin
Douglass Financial provides investment strategies, retirement and financial planning, taxation, wealth management, and insurance services.
Upstate Professional
Crunchbase Website Twitter Facebook Linkedin
Upstate Professional renders tax preparation, accounting, audits, QuickBooks, and financial planning services for individuals & businesses.