NewRetirement
Mill Valley
About NewRetirement
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.
Company Facts
- Operating status: Active
- Company type: For Profit
- IPO status: Private
- Employees: 11 – 50
- Estimated revenue: $1K – $10K
- Total funding: $32.6M
- Funding stage: Early Stage Venture
- Last round: Series A (Mar 2024)
- Website: newretirement.com
- Phone: +1 866 441 0246
Industries & Categories
Financial Services, FinTech, Retirement
Social Profiles
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