Data Breach Notifications

Entity Information

  • Type of Organization: Financial Services
  • Entity Name: RetireOne, Inc.
  • Street Address: 505 Montgomery Street, 11th Floor
  • City: San Francisco
  • State, or Country if outside the US: CA
  • Zip Code: 94111

Submitted By

  • Name: Scott Strait, Ph. D.
  • Title: Chief Technology Officer
  • Firm name (if different than entity):
  • Telephone Number: (502) 230-4560
  • Email Address:
  • Relationship to entity whose information was compromised: Employee

Breach Information

  • Total number of persons affected (including residents): 5,172
  • Total number of Maine residents affected: 29
  • If the number of Maine residents exceeds 1,000, have the consumer reporting agencies been notified:
  • Date(s) Breach Occured: 04/26/2021
  • Date Breach Discovered: 5/23/2022
  • Description of the Breach:
    • Other
    • If other, please specify: Phishing
  • Information Acquired - Name or other personal identifier in combination with: Financial Account Number or Credit/Debit Card Number (in combination with security code, access code, password or PIN for the account)

Notification and Protection Services

  • Type of Notification: Written
  • Date(s) of consumer notification: 07/29/2022
  • Copy of notice to affected Maine residents: ARIA Retirement Solutions - Supplemental Exhibit 1 - ME.pdf
  • Date of any previous (within 12 months) breach notifications:
  • Were identity theft protection services offered: Yes
  • If yes, please provide the duration, the provider of the service and a brief description of the service: 12 months, Equifax, Please see Exhibit 1.