NewRetirement
Mill Valley, California, United States
How NewRetirement hit $2M revenue with a 43 person team in 2023.
Developer of a retirement planning tool designed to offer a combination of automated financial and retirement planning services. The company's platform acts as financial advisor in areas like life insurance settlements, social Security, pension, income streams, Medicare, retirement planning, reverse morgage, mortgage refinancing, housing in retirement so to live as securely as possible, enabling customers to make better decisions about their future.
2015
Founded
$2M
2023 Revenue
45.4%
YOY
$2.2M
Funding
NewRetirement Revenue
In 2023, NewRetirement revenue run rate hit $2M in revenue.
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2023
NewRetirement hit $2M in revenue in 2023
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2021
NewRetirement hit $1.1M in revenue in 2021
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2015
NewRetirement launched in 2015 with $0 revenue
NewRetirement Funding History
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2018
NewRetirement raised a of in January, 2018
| FUNDING DATE | ROUND | AMOUNT | VALUATION |
|---|---|---|---|
| January, 01 2018 |
Team
NewRetirement has 43 total employees and 1 sales reps that carry a quota. an engineering team of 4 and a marketing team of 2.
| DISTRIBUTION | QTY |
|---|---|
| Total team size | 43 |
| Engineer | 4 (9%) |
| Sales | 1 (2%) |
| Marketing | 2 (5%) |
Founder / CEO
Steve Chen
An entrepreneur from San Francisco, CA and currently focused on creating a new way to help anyone get on a path for Financial Independence as the founder & CEO of NewRetirement.They built the "TurboTax" for financial planning and are creating a virtual financial advisor. If you check out our work - all feedback is welcome!
Q&A
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What's your age?
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Favorite online tool?
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Favorite book?
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Favorite CEO?
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Advice for 20 year old self
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Customers
Churn
NewRetirement Executives
| Name | Position | Working Email | Personal Email |
|---|---|---|---|
| Steve Chen | CEO | [email protected] | - |
NewRetirement Employees
| Name | Position | Working Email | Personal Email |
|---|---|---|---|
| Steve Chen | CEO | [email protected] | - |
Frequently Asked Questions about NewRetirement
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When was NewRetirement founded?
NewRetirement was founded in 2015.
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How much revenue does NewRetirement generate?
NewRetirement generates $2M in revenue.
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Who is the CEO of NewRetirement
The CEO of NewRetirement is Steve Chen.
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How much funding does NewRetirement have?
NewRetirement raised $2.2M.
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How many employees does NewRetirement have?
NewRetirement has 43 employees.
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Where is NewRetirement headquarters?
NewRetirement is headquartered at Mill Valley, California, United States
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