Who founded New retirement?

New retirement was founded by Stephen Chen in 2015.

Who are New retirement's investors?

New retirement's investors include Evolution Ventures, Intercept Ventures, Motley Fool Ventures, Ulu Ventures.

How much funding has New retirement raised?

New retirement has disclosed $10.4M raised across 1 round.

Where is New retirement headquartered?

New retirement is headquartered in Mill Valley, US.

New retirement

Mill Valley, US · Founded 2015 · California corporation · 62 employees on LinkedIn · 4 known investors

Boldin (formerly NewRetirement) offers retirement and financial planning software that models taxes, Social Security, real estate, healthcare costs, and long-term care, plus an AI assistant that answers questions based on a user's actual plan. It also provides coaching, classes, and access to certified financial planners for individuals managing their retirement and personal finances.

AI & Machine Learning Fintech SaaS

Founders & leadership

New retirement was founded in 2015 by Stephen Chen.

Stephen ChenFounder & CEO

Timothy ChenNamed on SEC filing

Board

Steve Reale inBoard ObserverInvestor at Ulu Ventures

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

$10.4M disclosed across 1 round · 2023

▶$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.

Competitors · 3

by search overlap

PortfolioPilot4 shared keywordsPortfolioPilot is an AI financial advisor platform, powered by Global Predictions Inc. (an SEC-registered investment advisor), that lets self-directed investors track their net worth across brokerages, banks, and crypto wallets and receive personalized portfolio recommendations, tax optimization, scenario modeling, and estate planning tools. It serves individual investors in the US and Canada and uses a hybrid-AI recommendation engine with hedge-fund-inspired models.

Gerald Technologies, Inc4 shared keywordsGerald is an online retailer specializing in recurring and essential household products for individuals and families on tight budgets. The platform aims to provide affordable access to everyday essentials without financial strain.

SmartAsset3 shared keywordsFisher Investments is a global money management and financial advisory firm that provides portfolio management, financial planning, and retirement planning services primarily to high-net-worth individuals and institutional clients. The firm manages investments across equities, fixed income, and blended accounts using an active, forward-looking investment approach.

Companies competing with New retirement for the same Google search keywords, organic and paid, via search-intersection analysis.

Frequently asked questions

What does New retirement do?: Boldin (formerly NewRetirement) offers retirement and financial planning software that models taxes, Social Security, real estate, healthcare costs, and long-term care, plus an AI assistant that answers questions based on a user's actual plan. It also provides coaching, classes, and access to certified financial planners for individuals managing their retirement and personal finances.
Who founded New retirement?: New retirement was founded by Stephen Chen in 2015.
Who are New retirement's investors?: New retirement's investors include Evolution Ventures, Intercept Ventures, Motley Fool Ventures, Ulu Ventures.
How much funding has New retirement raised?: New retirement has disclosed $10.4M raised across 1 round.
Where is New retirement headquartered?: New retirement is headquartered in Mill Valley, US.