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VC-funded Company:

Aria Retirement Solutions
101 Montgomery Street
27th Floor
San Francisco, CA 94104
Phone: 415-392-6565

Aria Retirement Solutions (Aria) provides a new generation of guaranteed retirement income solutions to independent Registered Investment Advisors (RIAs) operating fee-only practices. Headquartered in San Francisco, Aria was founded by veteran executives from such industry-leading firms as Charles Schwab and Fidelity, with the shared vision of building a cutting-edge platform focused exclusively on fee-only RIAs. Recognizing the need that effective asset management must balance an aggressive strategy with the need to protect client assets, the Aria executive team developed a platform to support both objectives as RIAs shift portfolio strategy for clients from asset accumulation to income distribution. Through its open, multi-provider platform, Aria gives fee-based RIAs greater control of underlying assets backed with fully licensed sales and advisor support through the Louisville, Ky.-based Aria Retirement Solutions Advisor Support Center. Securities offered through Protected Investors of America, member FINRA/SIPC.

Key Contact
Name
David Stone
Title
CEO
E-Mail
Funding Events

Date
Amount
Type
Investors
Valuation
02/02/12 $4,000,000 Polaris Partners
undisclosed