NewRetirement vs Wealth.com
NewRetirement
Making financial planning more understandable and effective for a person’s entire life
55 employees · est. 2015 · Mill Valley, United States
Wealth.com
The #1 Estate & Tax Planning Platform in Wealth Management
239 employees · est. 2021 · New York, United States
NewRetirement is the older company (2015 vs 2021); Wealth.com is the larger of the two.
Side-by-Side Comparison
| Metric | NewRetirement | Wealth.com |
|---|---|---|
| Founded | ||
| Founded | 2015 older | 2021 |
| Headquarters | ||
| Headquarters | Mill Valley, United States | New York, United States |
| Employees | ||
| Employees | 55 | 239 larger |
| Industry | ||
| Industry | Financial Services, Fintech, Insurtech | AI, Financial Services, Fintech |
| Funding Stage | ||
| Funding Stage | Series A | Corporate Round |
| Total Funding | ||
| Total Funding | $32.62M | $46.00M |
| Funding Rounds | ||
| Funding Rounds | 5 | 4 |
| Taxonomy | ||
| Taxonomy | Financial PlanningRetirement SolutionSoftware As A ServiceEnterprise SolutionRetirement IncomeDigital Coaching +6 | Estate PlanningFinancial AdvisorsTechnologySophisticated SolutionComprehensivePlatform +7 |
| Website | ||
| Website | newretirement.com | wealth.com |
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 con...
About Wealth.com
Wealth.com, founded in 2021, is positioning itself as a transformative force in the wealth management industry with its best-in-class estate planning technology combined with human expertise. Its platform stands out as the first tech-led, end-to-end estate planning solution designed specifically for...
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Compiled from the BounceWatch company index. We last looked at NewRetirement on 12 Sep 2024, and Wealth.com on 30 Oct 2026. Where a field is blank here, it means we have not recorded it — not that the answer is zero. How we source and date this.
