SAN FRANCISCO--(BUSINESS WIRE)--NewRetirement, a comprehensive, digital-first financial planning platform for consumers and enterprise partners, today announced that it has closed its Series A round ...
NewRetirement secured $20M by proving its consumer software attracts paying users. RIAs are leveraging NewRetirement to build prospect pools, similar to Personal Capital. Software reduces financial ...
When entrepreneur Stephen Chen’s mom began approaching retirement age, she was forced to borrow money from Chen — and Chen’s brother — to make ends meet. They wanted to help, but the siblings also ...
A "turbotax" for retirement is leveraging recent funding to get deeper into the workplace financial wellness market. When financial entrepreneur Stephen Chen stepped in to help his mother with her ...
This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. The round was led by Allegis Capital and joined by Ulu Ventures, ...
MILL VALLEY, Calif.--(BUSINESS WIRE)--NewRetirement, an innovator in hybrid financial planning, today announced that Nationwide has deployed the Company’s financial projection engine to power its My ...
Steve Chen sunsets 'NewRetirement,' launches a new brand and is set to take financial planning to vast masses, starting with RIA and enterprise C-suite chats The founder of [now] 'Boldin' got to $70 ...
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