NewRetirement
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Contact Information
Overview
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.
About
Industries
Financial Services, FinTech, InsurTech, Retirement
Founded
2015
Employees
11-50
Headquarters locations
United States, North America
Social
N/A
Profile Resume
NewRetirement headquartered in United States, North America, operates in the Financial Services, FinTech, InsurTech, Retirement sector. The company focuses on Financial Services and has secured $2.6B in funding across 80 round(s). With a team of 11-50 employees, NewRetirement is actively contributing to advancements in Financial Services. Their latest funding round, Seed Round - NewRetirement, raised $2.2M. Discover more about their projects, partnerships, and impact on our platform.
Funding Rounds
Funding rounds
5
Investors
2
Lead Investors
0
Total Funding Amount
$32.6M
Details
4
NewRetirement has raised a total of $32.6M in funding over 4 rounds.
| Announcement date | Transaction name | Number of Investors | Money raised | Lead Investor |
|---|---|---|---|---|
| 2021 | Seed | |||
| 2022 | Early Stage Venture | |||
| 2024 | Early Stage Venture | 20.0M | ||
| 2018 | Seed | 2.2M |
Investors
NewRetirement is funded by 17 investors.
| Investor Name | Lead Investor | Funding Round | Partners |
|---|---|---|---|
| Evolution-VC | - | FUNDING ROUND - Evolution-VC | 20.0M |
| Guggenheim Partners | - | FUNDING ROUND - Guggenheim Partners | 2.2M |
| NewRetirement | - | FUNDING ROUND - NewRetirement | 2.2M |
| Intercept Ventures | - | FUNDING ROUND - Intercept Ventures | 2.2M |
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