About NewRetirement
NewRetirement is a Financial Services company based in San Francisco (United States) founded in 2005. It operates a digital hub for comprehensive retirement planning services. It operates on a B2C model. NewRetirement has raised $20 million across 2 funding rounds from investors including Northwestern Mutual, Nationwide and Plug and Play Tech Center. The company has 16 employees. Its focus areas include Finance, Financial Planning, Retirement Services and Digital Tools. Its legal entity is NEWRETIREMENT, INC. Its competitors include The Tifin Group, Ascensus and Learnvest; 2 of its 3 listed competitors have raised funding.
Company details
NewRetirement operates a digital hub for comprehensive retirement planning services through finance, providing financial planning, retirement services, and offering digital tools. Prioritizing client-centric approaches, it ensures high-quality outcomes, innovation, and sustainable practices in its field. It continues to evolve, meeting industry challenges with strategic approaches.
- Headquarters San Francisco, United States
- Employees 16
- SectorsFinancial Services
- Website newretirement.com
- Social LinkedIn X Facebook
- Legal Name Newretirement, Inc.
- Total Equity Funding$20M (USD)
in 2 rounds
- Latest Funding Round$20M (USD), Series A
Jul 2023
- InvestorsNorthwestern Mutual
& 9 more
- Employee Count16
Funding Insights of NewRetirement
NewRetirement has successfully raised a total of $20M across 2 strategic funding rounds. The most recent funding activity was a Series A round of $20 million completed in July 2023. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $20M
- Total Rounds 2
- Last Round Series A — $20M
- Investors Count 10
All 2 funding rounds of NewRetirement with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul 2023 | $20M | Series A | – | Ulu Ventures, Nationwide | |
| May 2022 | Seed | – | MSIV | – |
10 investors in total: 10 institutional.
Investors in NewRetirement
NewRetirement has secured backing from 10 investors, including venture fund and institutional investors. Prominent investors backing the company include Northwestern Mutual, Nationwide and Plug and Play Tech Center.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Seed-stage funding is provided to innovative founder teams. | uluventures.com | Palo Alto, United States | ||
Venture capital firm focused on fintech and B2B SaaS companies | fin.capital | San Francisco, United States | ||
Early-stage investments are targeted by this venture capital firm. | frontiervc.com | Lehi, United States | ||
| cameronvc.com | ||||
Regional venture capital fund supporting Marin and Sonoma startups. | msivfund.com | |||
Startups are accelerated and invested in across multiple tech sectors. | 2006 | plugandplaytechcenter.com | Sunnyvale, United States | |
Venture capital funding is provided to early-stage companies and entrepreneurs. | foolventures.com | Alexandria, United States | ||
Cybersecurity investments are made in US seed-to-growth stage firms. | allegiscyber.com | Palo Alto, United States | ||
Personal and business insurance products are offered by Nationwide. | 1925 | nationwide.com | Columbus, United States | |
Northwestern Mutual is engaged in financial planning and insurance services. | 1857 | northwesternmutual.com | Milwaukee, United States |
Investor details for NewRetirement
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of NewRetirement
28 people are tracked at NewRetirement (11 in leadership, 17 in team); the tracked headcount is 16.
| Name | Role | Group |
|---|---|---|
Frank Nevers | Chief Information Security Officer | Leadership |
Matt Park | Business Development Director | Leadership |
Dave Robison | COO | Leadership |
Danielle Jackson | Chief of Staff | Leadership |
Connellan Coxwell | Head of Consumer | Leadership |
Christopher Faust | Head, Enterprise Marketing | Leadership |
Chelsea Power | Head of Enterprise Success | Leadership |
Eric Takahashi | Chief Data Architect | Leadership |
Stephen Chen | Founder & CEO | Leadership |
Meghann Misiak | Director of Sales | Leadership |
Nancy Gates | Financial Wellness Coach & Head Educator | Leadership |
Juan Ramirez | Front-End Engineering Lead | Team |
Al Chou | Lead Software Engineer | Team |
John Pick | Software Engineer, IT | Team |
Michael Bourke | Senior Engineer | Team |
Allie Phan | Marketing Analyst | Team |
Simon Rentzke | Software Engineer | Team |
Jean Allen | Financial Wellness Coach | Team |
Robbie Herbert | Customer Service Representative | Team |
Meg Young | Senior Product Manager | Team |
8 more people are available in the full profile.
Complete people profiles for NewRetirement
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of NewRetirement
3 dated milestones of NewRetirement across 18 years, from founding to its latest funding, stage changes and deals.
- Founded NewRetirement is founded.
- Funding First funding round.
- Funding Latest funding round, Series A, of $20.0M.
Competitors of NewRetirement
NewRetirement has 3 listed competitors in our database, 2 of them funded. They include The Tifin Group, Ascensus and Learnvest.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| tifin.com | 2018 | New York, United States | $219.01M | AI-enabled financial planning and advisory solutions are provided for individuals. | ||
| ascensus.com | 1980 | Dresher, United States | 5,112 | Retirement, health, and college savings services are administered nationwide. | ||
| learnvest.com | 2009 | New York, United States | $85.75M | 148 | Personal finance management and investment advise |
Detailed competitors of NewRetirement
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of NewRetirement
Websites that share an audience with NewRetirement (newretirement.com).
Websites whose visitors overlap most with NewRetirement. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| longbridge-financial.com | 92% | 78.6K | #510,815 | View details |
Top companies in Banking & FinTech Platforms
3 companies that operate in the same segment as NewRetirement (Banking & FinTech Platforms) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Online business banking and financial workflow tools are provided. | 2010 | San Francisco, California, United States | USD 546 M | USD 2.71 M | 1,807 | |
Digital banking services are offered to individuals via mobile apps. | 2012 | San Francisco, California, United States | USD 3.15 B | USD 1.96 B | 2,516 | |
Digital sustainable banking services are offered to consumers. | 2013 | Los Angeles, California, United States | USD 865 M | 237 |
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Related news about Newretirement
Complete news archive for NewRetirement
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Frequently Asked Questions about NewRetirement
NewRetirement was founded in 2005 and raised its 1st funding round 17 years after it was founded.
NewRetirement is headquartered in San Francisco, United States. It is registered at San Francisco, California, United States.
NewRetirement is a funded company, having raised a total of $20M across 2 funding rounds to date.
NewRetirement has 16 employees.
NewRetirement operates a digital hub for comprehensive retirement planning services through finance, providing financial planning, retirement services, and offering digital tools. Prioritizing client-centric approaches, it ensures high-quality outcomes, innovation, and sustainable practices in its field. It continues to evolve, meeting industry challenges with strategic approaches.
NewRetirement's top competitors include The Tifin Group, Ascensus and Learnvest.
NewRetirement has 10 investors. Key investors include Northwestern Mutual, Nationwide, Plug and Play Tech Center, Ulu Ventures, and Fin Capital.
NewRetirement operates through Newretirement, Inc..