Built by CPAs & CFP® Professionals
Retirement Plans Built by CPAs, ForReal Clients
We created WealthRabbit because we couldn’t find a retirement solution that was simple, transparent, and actually worked for our clients. Now you can set up and manage your retirement accounts entirely online. No paperwork. No admin headaches.
Not sure which plan fits you?
Answer a few quick questions and we’ll help you find the right plan for you
We Built WealthRabbit for
Our Own Clients
As CPAs and CFP® professionals, we were frustrated by how complicated and outdated retirement plans were. We wanted something simple, transparent, and actually built for small businesses, not another Silicon Valley platform. So we built one.
One Platform for Every Retirement Need
Whether you’re a business owner, individual, or tax professional, WealthRabbit makes it easy to set up
and manage retirement plans, all in one place.
Expertly managed portfolios built for you.
Investing shouldn’t be reserved for the wealthy. WealthRabbit gives you access to professionally managed portfolios designed to grow with you, no matter where you’re starting.
Expertly Curated Strategies
Built by experienced investment professionals. Access diversified portfolios, including traditional and crypto, designed to support a range of goals.
Asset Allocation
Tailored to Your Goals
Answer a few quick questions and get a portfolio matched to your risk level. No guesswork, no stress.
Automatic Rebalancing
Your portfolio stays aligned as markets move. We handle the adjustments so you don’t have to.
Start with Any Amount
No minimums. Whether you invest $50 or $5,000, you get the same professionally managed experience.
Making retirementEffortlessSmoothSimpleSecureSimple
From setup to compliance, WealthRabbit handles the hard parts so you don’t have to.
Fully Digital
No fax machines. No paperwork. No delays. Everything runs online, from setup to daily management.
Flexible Investments
WealthRabbit delivers diversified portfolios, including professionally managed crypto, directly within your IRA.
Your Retirement Plan Could Be Free
Thanks to SECURE 2.0 tax credits, many small businesses can cover 100% of their plan costs.
Most owners don’t even know these credits exist. We make sure you claim every dollar.
Startup Credit
Covers up to 100% of setup costs for 3 years.
per year
Employer Contribution Credit
Dollar-for-dollar credit on employer contributions.
per employee
Military Spouse Credit
Additional credit for hiring military spouses.
per year
Built for CPAs
Ready to Scale
Offer retirement plans to your clients, and earn recurring revenue. Scale from 10 to 50+ clients with zero additional overhead.
STARTER
Up to 10 clients
5% Discount
on WealthRabbit software to pass along or keep as revenue share
GROWTH
11-25 clients
10% Discount
on WealthRabbit software to pass along or keep as revenue share
PRO
26-50 clients
15% Discount
on WealthRabbit software to pass along or keep as revenue share
ELITE
51+ clients
20% Discount
on WealthRabbit software to pass along or keep as revenue share
Zero
Additional overhead
15%
Avg. recurring revenue share
Set Up Your Plan
in Minutes
No HR department. No actuarial testing. No paperwork. Just a powerful retirement plan that runs itself.
Set up your IRA effortlessly
A smooth start with no paperwork.
Connect your payroll
Connect your payroll once and automate everything, every pay cycle.
Contributions run themselves
Contributions run automatically every pay cycle with no manual work required. Employees can track savings, choose portfolios, and manage everything from their own dashboard.
Open your IRA online
Set up your IRA in minutes - no paperwork, no waiting.
Select your Investment Portfolio
Choose from core or crypto portfolios powered by Bitwise. Not sure? Take a quick risk assessment - we'll identify your risk score and recommend the right portfolio for you.
Set up your contribution
Choose how much you want to contribute and set a schedule that works for you. Simple to set up and easy to manage anytime.
Your Retirement. Anytime, Anywhere.
Track, manage, and monitor your retirement in real time, from anywhere.
