NewRetirement
2024 Revenue
$3.1M
Funding
$2.2M
YOY
55.1%
Team
43
Founded
2015
How NewRetirement CEO Steve Chen grew to $3.1M revenue with a 43 person team in 2024.
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.
Last updated
NewRetirement Revenue
In 2024, NewRetirement's revenue reached $3.1M. The company previously reported $2M in 2023. Since its launch in 2015, NewRetirement has shown consistent revenue growth.
| Year | Milestone | Quote |
|---|---|---|
| 2024 | NewRetirement Hit $3.1m revenue in October 2024 | |
| 2023 | NewRetirement Hit $2m revenue in October 2023 | |
| 2021 | NewRetirement Hit $1.1m revenue in April 2021 | |
| 2015 | Launched with $0 revenue |
NewRetirement Valuation, Funding Rounds
NewRetirement has not publicly disclosed its valuation. The company has raised $2.2M in total funding to date.
NewRetirement has raised $2.2M in total funding across 1 round, with its most recent round in 2018.
| Year | Round | Amount | Valuation | % Sold | Quote |
|---|---|---|---|---|---|
| 2018 | Funding round | $2.2M | - | - |
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
| Question | Answer |
|---|---|
| What's your age? | - |
| Favorite online tool? | - |
| Favorite book? | - |
| Favorite CEO? | - |
| Advice for 20 year old self | - |
Customers
We do not have customer count information for NewRetirement yet.
NewRetirement Employees & Team Size
NewRetirement employs approximately 43 people as of 2026, including 1 sales reps that carry a quota.
| Year | Milestone |
|---|---|
| 2024 | Reached 43 employees (October 2024) |
| 2023 | Reached 43 employees (October 2023) |
| 2022 | Reached 34 employees (October 2022) |
| 2021 | Reached 27 employees (December 2021) |
| 2021 | Reached 17 employees (April 2021) |
Frequently Asked Questions about NewRetirement
What is NewRetirement's revenue?
NewRetirement generates $3.1M in revenue.
Who founded NewRetirement?
NewRetirement was founded by Steve Chen.
Who is the CEO of NewRetirement?
The CEO of NewRetirement is Steve Chen.
How much funding does NewRetirement have?
NewRetirement raised $2.2M.
How many employees does NewRetirement have?
NewRetirement has 43 employees.
Where is NewRetirement headquarters?
NewRetirement is headquartered in Mill Valley, California, United States.
Data and Sources
All figures on this page are taken directly from interviews or are estimates from public sources and proprietary models. Not financial advice. Read full disclaimer.
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