Overview

Boulevard R was founded in early 2006 by the father-son team of Jon and Matt Iverson.

The problem they set out to solve initially revolved around figuring out Jon’s draw down rate on his retirement savings as he turned 59 1/2. Their focus soon shifted, once they realized that the real opportunity was helping middle class Americans successfully prepare for retirement.

Jon and Matt incorporated Boulevard R (the “R” is for retirement) in April 2006 and then set out to build a product that walked consumers through an engaging process, while delivering real value through the Starter Roadmap and online Dashboard.

Along the way, they built a team of great advisors, including Dan Ariely, a leading behavioral economist from Duke and MIT, as well as some of the top financial advisors in the country.

After trying to provide their service directly to consumers, they realized that advisors needed to be involved.

For retirement plan advisors who want to win more plans by tracking + documenting how they help participants save more and invest better, they created Retiremap.

For financial advisors who want to automatically engage, qualify and meet with prospects, while delivering value to everyone, they built Amp.