About NewRetirement
NewRetirement is a company based in San Francisco (United States) founded in 2005. It operates as a B2C. 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 as of December 31, 2022. NewRetirement operates in a competitive market with competitors including The Tifin Group, Ascensus, Learnvest, Farther and Capitalize, among others.
- Headquarter San Francisco, United States
- Employees 16 as on 31 Dec, 2022
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Sectors
Financial Services
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Phone
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Website
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Social
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- Legal Name Newretirement, Inc.
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Annual Revenue
Not available
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Net Profit
Not available
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EBITDA
Not available
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Total Equity Funding
$20 M (USD)
in 2 rounds
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Latest Funding Round
$20 M (USD), Series A
Jul 07, 2023
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Investors
Northwestern Mutual
& 9 more
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Employee Count
16
as on Dec 31, 2022
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People of NewRetirement
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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.
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 |
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Seed-stage funding is provided to innovative founder teams.
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Venture capital firm focused on fintech and B2B SaaS companies
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Early-stage investments are targeted by this venture capital firm.
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Investor details for NewRetirement
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Investments & Acquisitions by NewRetirement
Investment portfolio details for NewRetirement
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Financial Statements - NewRetirement
Detailed financials for NewRetirement
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Newretirement Comparisons
Peer comparison for NewRetirement
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Competitors of NewRetirement
NewRetirement operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as The Tifin Group, Ascensus, Learnvest, Farther and Capitalize, among others.
| Company Name | Domain | Founded year | HQ Location | Description |
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AI-enabled financial planning and advisory solutions are provided for individuals.
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Retirement, health, and college savings services are administered nationwide.
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Personal finance management and investment advise
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App-based financial planning and management platform for individuals
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Financial planning and advisory platform
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An app-based platform is provided for individual wealth management.
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Detailed competitors of NewRetirement
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Latest news on 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.
As of Dec 31, 2022, the latest employee count at NewRetirement is 16.
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 Farther.
NewRetirement has 10 investors. Key investors include Northwestern Mutual, Nationwide, Plug and Play Tech Center, Ulu Ventures, and Fin Capital.