NewRetirement

United States
Mill Valley, California, United States, 94941

Company profile

NewRetirement company profile

NewRetirement provides a retirement planning and management platform both direct to consumer and to the enterprise via white label or API. NewRetirement helps people manage retirement income, healthcare, lower taxes, and manage fees through content, software, coaching, classes and advisors. The platform helps users optimize across Social Security, Medicare, Taxes, Home Equity, Income, Asset drawdown, Relocation, Work, and Estate Planning. Users can also access fee-only advice on-demand for collaborative planning to help them make and act on better decisions about their future.

Business identity

Contact email
[email protected]
Phone number
+1 866 441 0246
Operating status
Active
Company type
For Profit
Employee range
11-50 employees
Revenue range
$0-$1M
Founded
2015-01-01, Year

Headquarters

Postal code
94941
Country code
US
Continent
North America

Capital profile

Funding and company signals

Funding stage
Early Stage Venture
Funding rounds
5
Total equity funding
$32.6M
Last funding
Series A / $20M / 2024-03-27
Last equity funding
Series A / $20M
Investors
13
Lead investors
1
Founders
1
Articles
21

Founders and investors

Founders

Stephen Chen

Lead investors

Allegis Capital

Investors

Fin CapitalGuggenheim PartnersMotley Fool VenturesPlug and PlayUlu Ventures