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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
Employees 55
Industries Financial Services, Fintech, Insurtech
Funding Stage Series A
Social

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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.

Business keywords: 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)

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Funding Stage Amount Investors Lead Investors Date
Series A $20.00M 10
Fin Capital Ulu Ventures Nationwide Ventures
Fin Capital, Ulu Ventures +8
27 Mar 2024
Venture Round $10.42M -
12 Feb 2024
Series A Undisclosed -
18 Mar 2022
Seed Round Undisclosed -
21 Dec 2021
Seed Round $2.20M -
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

View All Alternatives
NewRetirement vs
RightCapital
RightCapital United States

Financial planning software done right

Series A
155 employees
Financial Services, Fintech
Compare NewRetirement vs RightCapital
NewRetirement vs
Personal Capital
Personal Capital United States

Personal Capital gives you a whole new way to see, understand, and manage your money so you can live...

Series F
1654 employees
Finance, Financial Services
Compare NewRetirement vs Personal Capital
NewRetirement vs
Montgomery Financial, LLC
Montgomery Financial, LLC United States

Investing today for a better tomorrow

Equity Crowdfunding
13 employees
Finance, Financial Services
View all alternatives

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 Financial Services, Fintech and Insurtech. Its work centres on financial planning, retirement solution, software as a service and enterprise solution.
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 RightCapital, Personal Capital, Montgomery Financial, LLC, Pensio Inc., Remotiv. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
NewRetirement and RightCapital 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.

Source: BounceWatch company record for NewRetirement, https://bouncewatch.com/company/newretirement, updated 28 October 2024. When citing, please name BounceWatch and link this page.

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