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NewRetirement logo — Making financial planning more understandable and effective...

NewRetirement

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

Founded 2015 United States Mill Valley, United States 55 employees Series A Total: $32.62M Financial Services, Fintech +1

General Information

Company Name NewRetirement
Founded Year 2015
Location United States Mill Valley, United States +1
Employees 55
Industries Financial Services, Fintech, Insurtech
Funding Stage Series A
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About 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.

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 (5)

View All
Funding Stage Amount Investors Lead Investors Date
Series A •••••• 10
Investor Investor Investor Investor Investor Investor Investor Investor Investor Investor
27 Mar 2024
Venture Round •••••• - 12 Feb 2024
Series A •••••• - 18 Mar 2022
Seed Round •••••• - 21 Dec 2021
Seed Round •••••• - 01 Jan 2018

Latest News

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NewRetirement wants to simplify financial planning for retirement — Techcrunch
NewRetirement wants to simplify financial planning for retirement
Techcrunch Mar 27, 2024

NewRetirement Alternatives & Competitors

NewRetirement vs
KJH Financial Services
KJH Financial Services United States

Dream with a plan.

115 employees
Financial Services
Compare NewRetirement vs KJH Financial Services
NewRetirement vs
Sage Financial Advisors dba Wealthspire Advisors
Sage Financial Advisors dba Wealthspire Advisors United States

Secure your future wisely.

1 employees
Financial Services, Wealth Management
NewRetirement vs
Brentmark, Inc.
Brentmark, Inc. United States

Powerful planning solutions for financial institutions, attorneys, advisors, CPAs, accountants, and...

7 employees
Enterprise Software, Financial Services
Compare NewRetirement vs Brentmark, Inc.
Also compare with: NewRetirement vs PlanScout PlanScout

FAQ About NewRetirement

Making financial planning more understandable and effective for a person’s entire life
NewRetirement was founded in 2015.
NewRetirement is headquartered in Mill Valley, United States.
NewRetirement operates in the following industries: Financial Services, Fintech, Insurtech.
NewRetirement has approximately 55 employees.
NewRetirement has completed 5 funding rounds, raising a total of $32.62M. The latest funding stage is Series A.
Top alternatives and competitors to NewRetirement include KJH Financial Services, Sage Financial Advisors dba Wealthspire Advisors, Brentmark, Inc., Reliance Wealth Management, PlanScout. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
NewRetirement and KJH Financial Services are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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