Aria Retirement Solutions offers guaranteed retirement income solutions designed for independent, fee-only Registered Investment Advisors (RIAs). The company introduced the RetireOne suite, including RetireOne Transamerica, a stand-alone living benefit (SALB) product design. RetireOne Transamerica is a fixed contingent annuity built around traditional investment vehicles such as no-load mutual funds and ETFs from families including American Funds, iShares, PIMCO, Vanguard, and Schwab. The annuity is underwritten by Transamerica Advisors Life Insurance Company. Aria targets fee-only RIAs with an open, multi-provider platform that lets advisors control and actively manage underlying assets while providing licensed sales and advisor support via its Louisville, Ky. Advisor Support Center. The company is led by founder and CEO David Stone and was founded by veterans from firms including Charles Schwab and Fidelity.

Total raised

$4M

Funding rounds

1

Latest round

Equity

Latest activity

Feb 2012