TRANSFORM WEALTH

2 known aliases resolved via the canonical alias map

Market position · 2024

Plans served3+2 YoYRank #2797 of mapped providers

Assets under administration$2.8B0.0%Market share · rank #2593

Fees received$67,260Median $26,207/planSum across Schedule C direct + indirect

Net wins YoY+22 won · 0 lostPlan-level switch detection

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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.