NewRetirement

www.newretirement.com

NewRetirement provides an advanced financial planning and management platform designed for financial services companies, plan providers, employers, and individuals. @NewRetirement Based on AI technology, the comprehensive planning and modeling engine considers thousands of scenarios, enabling individuals to do holistic accumulation and decumulation planning at scale. The solution provides strategic outreach to plan participants that improves employee satisfaction for plan sponsors (employers) and enables financial service organizations to better retain assets and drive revenue. The NewRetirement platform was voted best retirement solution by both Forbes and the American Association of Individual Investors (AAII).

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NewRetirement provides an advanced financial planning and management platform designed for financial services companies, plan providers, employers, and individuals. @NewRetirement Based on AI technology, the comprehensive planning and modeling engine considers thousands of scenarios, enabling individuals to do holistic accumulation and decumulation planning at scale. The solution provides strategic outreach to plan participants that improves employee satisfaction for plan sponsors (employers) and enables financial service organizations to better retain assets and drive revenue. The NewRetirement platform was voted best retirement solution by both Forbes and the American Association of Individual Investors (AAII).

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Country

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State

California

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Employees

11-50

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Founded

2015

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Estimated Revenue

$1,000,000 to $5,000,000

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Social

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Potential Decision Makers

  • Chief Technology Officer

    Email ****** @****.com
    Phone (***) ****-****
  • Chief Operating Officer

    Email ****** @****.com
    Phone (***) ****-****
  • Board Member

    Email ****** @****.com
    Phone (***) ****-****
  • Founder and Chief Executive Officer

    Email ****** @****.com
    Phone (***) ****-****

Technologies

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