By Jorge Mercado Tuesday, July 7th, 2026

Carpinteria-based PlanMember Financial Corporation announced it has acquired Retirement Motivation Technologies.

Announced July 7, Remotiv delivers innovative technology that provides conflict-free financial wellness and employee engagement solutions for employers. The goal of its platform is to combine education, planning tools and social engagement to drive participant action and measurable results.

Remotiv will continue to operate independently, but its tech will “add value” to PlanMember’s programs, partners, and clients, the company said in a press release. PlanMember has more than $20 billion in assets and specializes in supporting financial advisors with retirement planning for their clients.

The company has over 50 financial centers in 27 states and aims to expand to 80 nationwide.

“We are pleased to be acquiring Remotiv and their talented staff,” says Jon Ziehl, PlanMember’s president and CEO. “This acquisition will further enhance our suite of educational, financial wellness and employee engagement programs for both existing Remotiv clients as well as our 4,300+ employer group relationships and 54 Financial Center offices nationwide.”