Where is NewRetirement located?

NewRetirement is based in Mill Valley, California, USA, North America.

How big is NewRetirement?

NewRetirement has approximately 45 employees and was founded in 2015.

What industries does NewRetirement operate in?

NewRetirement operates in the Software, Payment, Hybrid, Artificial Intelligence, Financial Services industries.

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NewRetirement

Payments

Software

Technology Company

Mill Valley, California, USA

Founded 2015

NewRetirement delivers a collaborative financial planning solution to consumers, enterprises, and financial advisors with innovative software, embedded digital coaching, and educational content.

NewRetirement Financial Planning Solution

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).

About

Type

Technology Company

Location

Mill Valley, California, USA

Region

North America

Area Served

Global

Founded

2015

Employees

Website

newretirement.com

NewRetirement delivers a collaborative financial planning solution to consumers, enterprises, and financial advisors with innovative software, embedded digital coaching, and educational content. @NewRetirement Based on AI technology, the comprehensive planning and modeling engine considers thousand.

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