Retirement income infrastructure
Agatha Global Tech connects financial planning, annuity intelligence and transaction execution—turning fragmented workflows into one continuous infrastructure.
Client intelligence
Decision engine
Transaction data
One company
Two specialized platforms
One connected infrastructure
The industry problem
Financial professionals understand a client in one system—then research, recommend and execute retirement solutions across many others.
Disconnected planning and insurance workflows
Slow, manual product research and comparison
Limited visibility from recommendation to outcome
Lost opportunities across financial distribution
Connect the intelligence. Preserve the specialization.
Our platforms
Financial planning intelligence
FIDUCIARY
A comprehensive retirement-planning platform that helps financial professionals understand the complete client picture, model strategies and connect planning decisions to implementation.
Annuity intelligence & execution
ANNUITIES
An AI-powered annuity platform that helps professionals research, compare, recommend and execute the right annuity transaction—in one connected workflow.
One continuous workflow
Analyze the client’s complete retirement picture.
Define income, liquidity, risk and legacy needs.
Analyze suitable strategies and available products.
Move through illustration, documentation and application.
Enterprise infrastructure
Deploy retirement and annuity intelligence without rebuilding the underlying technology.
Discuss a partnership ↗Embed our intelligence inside your existing experience.
Deploy a branded platform across your organization.
Connect planning, product and transaction systems.
See the decisions and outcomes driving production.
The larger vision
We are building the intelligence layer that connects consumer needs, professional advice, financial products, distribution and transaction outcomes.
Build with us ↗