Fundraising Fox

New retirement

Mill Valley, US · California corporation · 4 known investors

newretirement.com ↗

NewRetirement (branded as Boldin) offers retirement and financial planning software that models complex financial scenarios including taxes, Social Security, real estate, healthcare costs, and long-term care. The platform serves individuals planning for retirement with tools, educational resources, AI-powered planning assistance, and optional coaching or advisor support.

AI & Machine LearningFintechSaaSin /boldinmoney

Founders & leadership

SC
Stephen ChenMr. Chen is the President and CEO.
TC
Timothy ChenDirector
SR
Steve RealeDirector

Investors · 4

Evolution VenturesSan Francisco
Intercept Ventures
Motley Fool VenturesAlexandria · $1M – $2M
Ulu VenturesPalo Alto · $2M

Reported raises · per SEC filings

Form D private placements
▶$10.4MraisedFeb 2024 · 16 investors · Other
Rule 506(b)
Officers, directors & promoters on the filing
  • Stephen ChenExecutive Officer, Director
  • Timothy ChenDirector
  • Steve RealeDirector
Offering amount
$10.4M
Amount sold
$10.4M
Minimum investment
$25K
First sale
Jul 2023
Incorporated
Corporation, California
Federal exemptions
06b
Full filing on SEC EDGAR ↗

Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.