NewRetirement

Making financial planning more understandable and effective for a person’s entire life

General Information
Company Name
NewRetirement
Founded Year
2015
Location (Offices)
Mill Valley, United States +1
Founders / Decision Makers
Number of Employees
55
Industries
Financial Services, Fintech, Insurtech
Funding Stage
Series A
Social Media

NewRetirement - Company Profile

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.

Taxonomy: financial planning, retirement solution, software as a service, enterprise solution, retirement income, digital coaching, financial advisor, financial wellness, tax optimization, Estate Planning, consumer Internet, FinTech

Funding Rounds & Investors of NewRetirement (5)

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Funding Stage Amount No. Investors Investors Date
Series A $20.00M 10 27 Mar 2024
Venture Round $10.42M - 12 Feb 2024
Series A Unknown - 18 Mar 2022
Seed Round Unknown - 21 Dec 2021
Seed Round $2.20M - 01 Jan 2018

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