NewRetirement Overview

  • Founded
  • 2003
Founded
  • Status
  • Private
  • Employees
  • 26
Employees
  • Latest Deal Type
  • Series A
  • Latest Deal Amount
  • $6.7M
Latest Deal Amount
  • Investors
  • 7

NewRetirement General Information

Description

Provider of financial planning services intended to allow people to take control of their long-term finances. The company offers a platform that acts as a virtual financial advisor based on AI technology, focused on retirement planning to assist people to generate retirement income, get healthcare services, lower taxes and manage fees, enabling users to access on-demand collaborative planning to assist them to make and act on better decisions about their future.

Contact Information

Website
www.newretirement.com
Ownership Status
Privately Held (backing)
Financing Status
Venture Capital-Backed
Primary Industry
Other Financial Services
Other Industries
Financial Software
Information Services (B2C)
Primary Office
  • 1 Belvedere Place
  • Suite 200
  • Mill Valley, CA 94941
  • United States
+1 (866) 000-0000

NewRetirement Timeline

2019202020212022
Financing RoundCaptured Employee CountEstimated Employee Growth
Want detailed data on 3M+ companies?

What you see here scratches the surface

Request a free trial
Want to dig into this profile?

We’ll help you find what you need

Learn more

NewRetirement Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
3. Early Stage VC (Series A) 17-Dec-2021 $6.7M 00.000 000.00 Completed Generating Revenue
2. Seed Round 29-Mar-2019 00.000 00.000 000.00 Completed Generating Revenue
1. Seed Round 01-Nov-2008 $500K $500K 00.00 Completed Generating Revenue
To view NewRetirement’s complete valuation and funding history, request access »

NewRetirement Cap Table

Stock # of Shares
Authorized		 Par Value Dividend Rate (%) Original
Issue Price		 Liquidation Liquidation
Pref. Multiple		 Conversion Price % Owned
Series A 0,000,000 00.000000 00.00 00.00 00 00.00 0.000
Series A-1 0,000,000 00.000000 00.00 00.00 00 00.00 00.000
Series S-2 1,712,529 $0.001000 $1.02 $1.02 1x $1.02 8.06%
Series S-1 591,836 $0.001000 $0.98 $0.98 1x $0.98 2.79%
To view NewRetirement’s complete cap table history, request access »

NewRetirement Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last Financing Details
Provider of financial planning services intended to allow people to take control of their long-term finances. The compan
Other Financial Services
Mill Valley, CA
26 As of 2022
00.000
00.00 0000-00-00
00000000000 00.000

000000 0

smod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exerc
000000000 00000000
Washington, DC
00 As of 0000
000.00
000000&0 000.00

000000

rud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in r
000000000 00000000
Claymont, DE
00 As of 0000
000.00
000000000 - 000.00
Add Comparison

PitchBook’s comparison feature gives you a side-by-side look at key metrics for similar companies. Personalize which data points you want to see and create visualizations instantly.

Request a free trial

NewRetirement Competitors (7)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
United Income Formerly VC-backed Washington, DC 00 000.00 000000&0 000.00
000000 Venture Capital-Backed Claymont, DE 00 000.00 000000000 - 000.00
0000000000 Venture Capital-Backed New York, NY 000 00000 00000000000 00000
00000 000000 Venture Capital-Backed Baltimore, MD 000 00000 00000000000 00000
00000000 0000000, Formerly VC-backed Redwood City, CA 000 00000 000000&0 00000
You’re viewing 5 of 7 competitors. Get the full list »

NewRetirement Executive Team (6)

Name Title Board Seat Contact Info
Stephen Chen Co-Founder, Chief Executive Officer & Board Member
David Robinson Chief Operating Officer
George Chacko Ph.D Advisor
Andy Sessions Advisor
Christopher Winship Advisor
You’re viewing 5 of 6 executive team members. Get the full list »

NewRetirement Board Members (5)

Name Representing Role Since
Kevin Hoffberg Self Board Member 000 0000
Stephen Chen NewRetirement Co-Founder, Chief Executive Officer & Board Member 000 0000
Timothy Chen Self Board Member 000 0000
You’re viewing 3 of 5 board members. Get the full list »

NewRetirement Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %ile
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

PitchBook’s non-financial metrics help you gauge a company’s traction and growth using web presence and social reach.

Request a free trial

NewRetirement Investors (7)

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info
Fin Venture Capital Venture Capital Minority 000 0000 000000 0
Frontier Venture Capital Venture Capital Minority 000 0000 000000 0
Nationwide Ventures Corporate Venture Capital 000 0000 000000 0
Ulu Ventures Venture Capital Minority 000 0000 000000 0
Intercept Ventures Venture Capital Minority 000 0000 000000 0
You’re viewing 5 of 7 investors. Get the full list »

Ready to get started?

Request a free trial