NewRetirement

NewRetirement is a fintech startup founded in 2015 and headquartered in the United States. The company's mission, as per its slogan, is to "Making financial planning more understandable and effective for a person’s entire life." NewRetirement offers a collaborative financial planning solution to consumers, enterprises, and financial advisors by utilizing innovative software, embedded digital coaching, and educational content. The platform's AI-powered planning and modeling engine can consider thousands of scenarios, enabling holistic accumulation and decumulation planning at scale. The company recently secured a significant $20.00M Series A investment on 27 March 2024 from a group of prominent investors, including Fin Capital, Ulu Ventures, Nationwide Ventures, Frontier Venture Capital, Motley Fool Ventures, Allegis Capital, Cameron Ventures, Cream City Venture Capital, Evolution Ventures, and Plug and Play. NewRetirement's platform has received recognition in the industry, being voted as the best retirement solution by both Forbes and the American Association of Individual Investors (AAII). The solution aims to improve employee satisfaction for plan sponsors and enables financial service organizations to better retain assets and drive revenue. This company operates within the Financial Services, Fintech, and Insurtech industries, catering to the growing demand for advanced financial planning tools in today's dynamic market.