Goal-Based Enrollment   //   Advisor Managed Accounts   //   Retirement Income   //   IRA Rollovers   //   Participant Engagement  //  Plan Success Reporting   //   Education and Wellness

Goal-Based Enrollment   //   Advisor Managed Accounts   //   Retirement Income   //   IRA Rollovers   //   Participant Engagement  //  Plan Success Reporting   //   Education and Wellness

Goal-Based Enrollment   //   Advisor Managed Accounts   //   Retirement Income   //   IRA Rollovers   //   Participant Engagement  //  Plan Success Reporting   //   Education and Wellness

iJoin

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iJoin

We’re on a mission.

We’re on a mission to democratize access to personalized financial planning. We want to do our part to help millions of people retire with financial confidence, filling in the gaps for savers who other systems let fall through the cracks.

We’re committed to producing trusted, innovative technology that reliably delivers long-term business value to our partners, and delivers a transformational financial journey for retirement plan participants.

We truly believe that with connection and collaboration, real impact and industry improvement will happen.

Our Timeline

We’ve Been Busy Building the Future

Our Team

Leadership

iJoin’s leadership team represents decades of experience working with investments and retirement plan technologies. Together, we’ve distilled what works and what the industry needs to do next to help create excellent outcomes for millions of savers.

Steve McCoy

Chief Executive Officer
Chief Compliance Officer
 

Meet Steve

Vincent Della Rocca

Chief Financial Officer

Meet Vincent

Stan L. Smith

Chief Revenue Officer

Meet Stan

Jeremy Gioia

Senior Vice President
Product Technology

Meet Jeremy

Chip Moore

Senior Vice President
Customer Success

Meet Chip

Valerie Scagliola

Vice President
Marketing

Meet Valerie