Description

NewRetirement offers an advanced financial planning and management platform tailored for financial services companies, plan providers, employers, and individuals. Utilizing AI technology, this comprehensive planning and modeling engine examines thousands of scenarios to support holistic accumulation and decumulation planning at scale. The platform enhances strategic outreach to plan participants, resulting in improved employee satisfaction for plan sponsors and enabling financial service organizations to better retain assets and drive revenue. NewRetirement's solution has been recognized as the best retirement option by Forbes and the American Association of Individual Investors.

Additional Details

Lives Served
-
Company Size
57
Year Founded
2015
Funding
7M Series A

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