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Steve Chen
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Steve Chen

http://www.newretirement.com/
Last activity: 16.03.2026
Active
Categories: B2CEdTechEnterpriseFinTechPlanningPlatformRetirementServiceSoftwareWellness
NewRetirement provides a DIY planning solution that allows anyone to gain control of their future by building, managing and monitoring their own retirement plan.

http://www.newretirement.com/

Have any questions? Feel free to ask our team at:
http://www.newretirement.com/Answers/Default.aspx
Likes
13.58K
Followers
3.35K
Followers
888
Website visits
575.8K /mo.
Mentions
15
Location: United States, California, Mill Valley
Employees: 11-50
Phone: +1 866-441-0246
Total raised: $20M
Founded date: 2015

Investors 4

Funding Rounds 1

DateSeriesAmountInvestors
29.03.2024Series A$20M-

Mentions in press and media 15

DateTitleDescription
16.03.2026We need to talk about your retirement ‘spending’Getting your Trinity Audio player ready... Christine Benz of Morningstar I spend a lot of time talking to retirees about their spending plans. Many of them proudly tell me that they’re spending far less than the 3%-4% initial withdrawal amo...
04.04.2024NewRetirement Revolutionizes Financial Planning with $20 Million FundingNewRetirement, a digital-first financial planning platform, has secured a game-changing $20 million in Series A funding. Led by Allegis Capital, with support from Ulu Ventures, Nationwide Ventures, and others, this funding brings the compan...
31.03.2024Robinhood’s new Gold Card, BaaS challenges and the tiny startup that caught Stripe’s eyeWelcome to TechCrunch Fintech (formerly The Interchange)! This week, we’re looking at Robinhood’s new Gold Card, challenges in the BaaS space and how a tiny startup caught Stripe’s eye. To get a roundup of TechCrunch’s biggest and most impo...
29.03.2024NewRetirement: Financial Planning Platform Closes $20 Million In FundingNewRetirement – a comprehensive and digital-first financial planning platform for consumers and enterprise partners – announced that it has closed its Series A round with $20 million in funding. The funding round was led by Allegis Capital ...
29.03.2024NewRetirement Reportedly Secures $20M via Series A to Boost Access to Financial PlanningNewRetirement, a comprehensive, digital-first financial planning platform for consumers and enterprise partners, announced that it has closed its Series A round with $20 million in funding. The funding round was “led by Allegis Capital and ...
28.03.2024NewRetirement raises $20 millionNewRetirement, a digital-first financial planning platform for consumers and enterprise partners, has raised $20 million in a Series A round led by Allegis Capital, with participation from Ulu Ventures, Nationwide Ventures, Fin Capital, Fro...
27.03.2024NewRetirement Raises $20M in Series A FundingNewRetirement, a San Francisco, CA-based comprehensive, digital-first financial planning platform for consumers and enterprise partners, closed its Series A round with $20m in funding. The round was led by Allegis Capital and joined by Ulu ...
27.03.2024NewRetirement aims to shake up retirement planning with a holistic approachWhen entrepreneur Stephen Chen’s mom began approaching retirement age, she was forced to borrow money from Chen — and Chen’s brother — to make ends meet. They wanted to help, but the siblings also wanted to figure out a more sustainable, lo...
13.12.2022MSIV Raises $6.6 Million To Back Marin + Sonoma StartupsMSIV is executing on a long-term vision to usher in a new era of North Bay economic prosperity CORTE MADERA, Calif. (PRWEB) December 13, 2022 Marin Sonoma Impact Ventures (MSIV) today announced the formal launch and final closing of the Nor...
09.08.2020Will Trump Kill Social Security With His Stimulus?President Trump signed four executive orders on Saturday. They direct the Treasury to extend the federal bonus for unemployment insurance, order the Treasury and HUD to provide temporary funds to renters and struggling homeowners, extend a ...
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