How much funding has NewRetirement raised?

NewRetirement has raised $20.0M in total funding, most recently a series a round.

When was NewRetirement founded?

NewRetirement was founded in 2015.

Where is NewRetirement headquartered?

NewRetirement is headquartered in San Francisco, California, United States.

What industry is NewRetirement in?

NewRetirement operates in Fintech, SaaS.

How many employees does NewRetirement have?

NewRetirement has 51-200 employees.

NewRetirement

Q: Who are NewRetirement's investors?

NewRetirement's investors include Allegis Capital, Ulu Ventures, Nationwide Ventures, Fin Capital, Frontier Venture Capital, Cameron Ventures.

Your financial confidence platform.

San Francisco, United States · Founded 2015 · $20.0M raised

Fintech

SaaS

Headquarters: San Francisco, California
Employees: 51–200
Founded: 2015
Business Model: B2B2C

Website: newretirement.com
Total Funding: $20.0M
Last Round: $20.0M Series AMar 2024
Rounds: 1

About

NewRetirement (now rebranded as Boldin) is a digital-first financial planning platform that delivers collaborative retirement planning tools to consumers, enterprises, and financial advisors. Built on AI technology, its comprehensive planning and modeling engine considers thousands of scenarios for holistic accumulation and decumulation planning at scale — covering income, taxes, real estate, debt, Social Security, healthcare, and more. The platform provides strategic outreach to plan participants, improving employee satisfaction for plan sponsors and helping financial service organizations retain assets and drive revenue. Voted best retirement solution by both Forbes and AAII.

Summary

NewRetirement is a Fintech company based in San Francisco, United States, founded in 2015. It has raised $20.0M in total across 1 round, most recently a $20.0M Series A round in Mar 2024. Investors include Allegis Capital, Ulu Ventures and Nationwide Ventures.