Anson Analytics
Anson Analytics is a Registered Independent Advisory (RIA) firm specializing in corporate retirement plan design and management. We serve small-to-mid-sized plans ranging from 2M – 200M in investable assets and private wealth clients within the same range. Our primary business centers around managing plan quality and performance for the participants who rely on these platforms for their future financial needs. We believe that every participant deserves the chance to retire with dignity. We also devote significant effort to protecting plan sponsor fiduciaries from the personal and corporate liability related to plan oversight under ERISA regulatory standards. We are motivated to serving these clients Complete Independence for Your Protection and Benefit: Anson Analytics is positioned to be in direct alignment with our clients’ interests. We are fully independent of all conflicts and incentives associated with many investment firms and their related fund companies. Anson Analytics does not receive any hidden revenue sharing compensation and fully discloses all plan-related fees. We have no proprietary investments or platforms that might limit our ability to meet the needs of any prospective client.
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1 to 10 range
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Decision-makers and verified team members
4 contacts with verified email or phone · masked until revealed.
- MD
Mark Demos
Chief Investment Officer · Finance & Accounting
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Sam Sweitzer
Founder & President · General Business & Management
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Niki Arnold
Strategic Planning · General Business & Management
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Top roles at Anson Analytics
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- 1attorney consultant
- 1chief investment officer
- 1founder & president
- 1strategic planning
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