PlanMember buys Remotiv to expand financial wellness tools across 4,300+ employers

What's the deal? PlanMember FinancialDealroom has a profile for this one. Try Dealroom → Corporation has acquired Retirement Motivation Technologies (RemotivDealroom has a profile for this one. Try Dealroom →), the firm announced July 7, 2026. Remotiv will keep operating as an independent entity while integrating its technology into PlanMember's programs. Terms were not disclosed.

What each company does: Remotiv builds a platform for employers that combines financial education, planning tools, and social engagement to drive employee participation. PlanMember, headquartered in Carpinteria, California, supports financial advisors with retirement planning and holds more than $20 billion in assets.

Why now? PlanMember is expanding its footprint. It has established over 50 independent Financial Centers across 27 states, with a goal of reaching 80 nationwide.

What's the endgame? The deal folds Remotiv's technology and team into PlanMember's suite of educational, financial wellness, and employee engagement programs. Those tools will reach existing Remotiv clients plus PlanMember's 4,300+ employer group relationships and 54 Financial Center offices.

"Our clients will continue to benefit from Remotiv's current service model, while also gaining access to new opportunities, enhanced capabilities, and expanded resources," said Bobby Dughi, who will serve as president of Remotiv.

Jon Ziehl, PlanMember's president and chief executive officer, said the acquisition "will further enhance our suite of educational, financial wellness and employee engagement programs" for both Remotiv clients and PlanMember's employer relationships.

The signal: The deal reflects a push among retirement-focused firms to pair traditional advisory services with digital engagement tools that measure and drive participant action, a capability increasingly expected by employers.

Read more: PR Newswire

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