Resure

Resure offers customized self-directed retirement accounts and Checkbook IRA-LLC setups. In practice that means solving a specific business problem with software.

It makes the most sense for teams in its space. Alongside the main category they mention Advice, Education, Financial Services and Professional Services. As a very small product team themselves (1 to 10 people), they tend to serve customers of a similar scale best. You will probably talk to the people who build it, which is great until you need 24/7 support.

Resure is based in New York, New York. More on resurefinancial.com.

Things worth asking about: pricing, support, and how it fits with the tools you already use. Get the renewal terms in writing before the first invoice.

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