SinglepointAI Inc.

Built for retirement pros, by retirement pros.

Retirement operators and technologists are building a durable data infrastructure layer for the firms that administer, document, and recordkeep plans.

The retirement industry does not need another generic AI product. It needs a data layer built around how plans actually work.

Why we started

Fix the infrastructure before automating the mess.

Thomas Loch saw the same pattern across retirement services: experienced teams constrained by manual processes, fragmented systems, and plan data that could not move cleanly. Harsha Nutalapati brought decades of AI, document intelligence, and scalable cloud architecture to the problem.

Together, they founded SinglepointAI to build a purpose-built operating layer above existing systems—not a patchwork workflow and not a replacement core.

The mission is direct: help TPAs, recordkeepers, document providers, and platforms capture, standardize, validate, and move plan data with less friction and more control. Cleaner data leaving one firm is cleaner data arriving at the next.

How the company operates

Focused enough to understand the rules. Flexible enough to fit the stack.

01 · Focus

100% retirement plan administration

Not banking. Not insurance. The product and data model are built around retirement workflows.

02 · Model

Technology enablement

Modular SaaS with training and operational support. Clients own and operate the tool.

03 · Platform

Cloud-native on Azure

Enterprise architecture designed for tenant isolation, auditability, and controlled automation.

04 · Approach

Above existing systems

Connect the infrastructure already in place without forcing operational disruption.

Four named live integrations

The network is built connection by connection.

Each validated integration creates another path for clean plan data to move — and makes the next one easier to reach.

Live01

ASC

Document-system connectivity supporting validated data transfer for onboarding workflows.

Live02

Voya

Validated API connectivity into retirement plan onboarding and recordkeeping workflows.

Live03

PensionPro

CRM integration into an ecosystem serving 300+ TPAs and 250,000+ plans.

Live04

ftwilliam.com

Document-format support within the connected plan-data workflow.

SinglepointAI is not affiliated with the Voya® family of companies. Third-party marks are used only to describe factual integrations or relationships.

Where we stand

4named live integrations

Built, connected, and already in market.

01Platform in market

Live with paying customers.

02Operating team in place

Leadership, product, sales, and client services.

03Industry presence

Active across ASPPA, NIPA, and SPARK.

04Restatement ready

Built for the October 2026–September 2028 demand window.

Executive leadership

Operators who understand the stakes. Technologists who can build the layer.

Thomas Loch

Thomas Loch

CEO & Co-Founder

Retirement-services operator and platform builder focused on connected infrastructure and client scale.

Full biography

Former Senior Vice President at Envestnet, where he established and led the Retirement Services Division. Thomas also built Rollover Solutions Network, the industry's first IRA rollover platform. At SinglepointAI, he leads the vision for an integration-ready data layer that reduces friction and elevates the client experience.

LinkedIn ↗︎
Harsha Nutalapati

Harsha Nutalapati

CTO / Co-Founder

AI and systems executive translating complex retirement workflows into scalable, human-centric automation.

Full biography

A 25-year technology executive spanning systems engineering, business consulting, and AI. Harsha previously led Razorthink, building fraud detection, demand forecasting, and document-intelligence solutions for Fortune 500 companies. He shapes SinglepointAI's platform architecture and technical direction.

LinkedIn ↗︎
Paul Chong

Paul Chong

COO / EVP

Financial-services operator focused on implementation discipline and lasting client partnerships.

Full biography

Paul brings extensive financial-services and benefits-administration experience, including senior roles at UBS and TruStage. His background spans client coordination, project management, and stakeholder alignment across regulated services. He leads reliable implementation and ongoing partnership success.

LinkedIn ↗︎

Board advisors

Mark Skinner

Board Advisor

Co-Founder and Executive Chairman of Daybright Financial, one of the nation's largest independent financial-services firms specializing in employer-sponsored retirement plans. He has decades of experience building and scaling retirement-services businesses through organic growth and M&A and is also the founder of Skinner Retirement and Benefits Consulting. He brings SinglepointAI deep perspective on growth, consolidation, and the evolving needs of retirement-plan providers.

LinkedIn ↗︎

Ralph Ferraro

Board Advisor

Former President of Retirement Plan Services at Lincoln Financial Group, where he led a business serving nearly 20,000 retirement plans, 1.75 million participants, and approximately $115 billion in assets. He brings more than 30 years of leadership across retirement, financial services, investment management, and regulated trust businesses and serves on the Governing Board of The SPARK Institute. He brings SinglepointAI deep operating and industry perspective from across the retirement ecosystem.

LinkedIn ↗︎

Gib Watson

Board Advisor

Gib is the former Vice Chairman of Envestnet, where he oversaw Envestnet | PMC and Envestnet | Retirement Solutions, and the founder of Prima Capital, which he led as CEO for 13 years before its acquisition by Envestnet.

He has spent his career building the infrastructure that advisors and institutions rely on — and scaling it. That is exactly the work ahead of us as we connect recordkeepers, TPAs, and advisors through a single intelligent data layer.

LinkedIn ↗︎

Press releases

Announcements moving the retirement data layer forward.

Partnership news, validated integrations, and platform milestones from SinglepointAI.

01

Voya Financial and SinglepointAI advance retirement plan onboarding

A new API integration brings AI-enabled technology and direct plan-provision data connectivity to the TPA onboarding experience.

Read ↗︎
02

ASC and SinglepointAI announce strategic partnership

Direct, validated data transfer supports new-plan establishment and takeover processes while reducing redundant manual entry.

Read ↗︎
03

SinglepointAI and PensionPro announce AI integration

A production-validated CRM integration powers automated onboarding and removes repetitive data entry from plan setup.

Read ↗︎

For media inquiries, contact press@singlepointai.com.

Media inquiries ↗︎

Industry presence

Meet us on the road.

Industry conferences and member organizations where SinglepointAI shows up in person.

01TPAs & retirement plan professionals

ASPPA Annual

ASPPA’s flagship conference brings together more than 1,000 TPAs, recordkeepers, and retirement-plan service providers.

02Recordkeepers & platforms

SPARK Forum — Fall 2026

A premier gathering for recordkeepers, retirement-plan providers, financial institutions, and technology partners.

Member organizations

ASPPA
SPARK Institute
NIPA

Investor relations

A regulatory supercycle. A network-effect platform.

SinglepointAI sits at the intersection of a fixed regulatory deadline—more than 550,0001 plans must restate by September 2028—and a distribution model where every validated connection expands the network available to TPAs and recordkeepers.

  1. 01Platform in market

    Live with paying customers.

  2. 02Connected distribution

    Four named live integrations with an expanding roadmap.

  3. 03Deadline-driven demand

    Cycle 4 creates a defined need through September 2028.

  4. 04Domain leadership

    Retirement operations and AI engineering experience.

Talk with the team building the layer.

Start a conversation ↗︎