WealthRabbit
at AICPA Engage 2025
Discover the highlights of WealthRabbit at AICPA Engage 2025, and see why we're the trusted retirement solution for business owners and accountants
June 9 – 12, 2025
ARIA Resort, Las Vegas
About AICPA ENGAGE 2025
The AICPA ENGAGE 2025 Conference is one of the largest and most influential events for accounting and finance professionals, bringing together CPAs, tax pros, auditors, and firm leaders from across the country.
Held from June 9-12, 2025, at the ARIA Resort & Casino in Las Vegas, the conference features expert-led sessions and invaluable networking opportunities to help professionals stay ahead in a rapidly evolving industry.
What we showcased at our booth
Glimpses of pro features
WealthRabbit’s smart tools simplify retirement plan management, enhance team collaboration, and reduce administrative errors—so you can focus on growing your mission.
Hands-on demos
Live demos that show just how easy it is to set up, manage, and monitor fiduciary-backed retirement plans with WealthRabbit’s intuitive platform.
Expert consultations
Our compliance team engaged with attendees, offering tailored advice to help firms find optimal workflow solutions.
Key takeaways from AICPA ENGAGE 2025
- Valuable Industry ConnectionsWe engaged with business professionals across a wide range of industries, firms, and roles, and built strong connections with them.
- Insightful Client Feedback Live demos and meaningful conversations gave us actionable insights to further enhance and streamline our retirement solutions.
- Stronger Team CollaborationThe event brought our team closer through shared learning, deeper collaboration, and a renewed sense of purpose.
Endless possibilities for growth and impact
Discover how WealthRabbit can help you support your business while enhancing retirement options for your team!
Built for accountants
Tools designed to help accountants easily manage client retirement plans with streamlined tracking, reporting, and compliance.
Service differentiation
Enhance your firm’s services with trusted retirement solutions that add value, build client loyalty, and set you apart.
Revenue sharing options
Partner with WealthRabbit to earn rewards for client referrals and grow your income while delivering valuable retirement solutions.
Contact our team at (704) 912-5450 to explore partnership opportunities and custom pricing!
Meet our experts
Oversees the company's strategic direction, operations, and growth, making key decisions on business development, financial management, and market positioning while ensuring efficiency, fostering relationships, and driving long-term success.
Naga Palanisamy (CTO)
Leads regulatory compliance and fiduciary oversight to ensure WealthRabbit’s retirement solutions meet legal standards and protect client interests.
Adam Ackerman (CCO)
Provides strategic advice and consultations to small businesses and CPAs, helping them navigate complex challenges while enhancing overall service delivery to support business growth and ensure a seamless client experience.
Jason Ackerman (COO)
Develops and executes marketing strategies to drive brand awareness, customer acquisition, and revenue, while overseeing research, advertising, and ensuring consistency across channels.
Caleb Flachman (Marketing Director)
Retirement planning that supports your success
Join hundreds of small businesses and individuals building real financial security with
WealthRabbit - fully digital, fully automated, fully yours.
