NewRetirement provides an advanced financial planning and management platform designed for financial services companies, plan providers, employers, and individuals.Based on AI technology, the comprehensive planning and modeling engine considers thousands of scenarios, enabling individuals to do holistic accumulation and decumulation planning at scale. The solution provides strategic outreach to plan participants that improves employee satisfaction for plan sponsors (employers) and enables financial service organizations to better retain assets and drive revenue. The NewRetirement platform was voted best retirement solution by both Forbes and the American Association of Individual Investors (AAII).

Website: newretirement.com

Employees: 20 - 49

HQ: 415-738-2435

Location: San Francisco, CA, US

Revenue: 5 - 10 Million

NewRetirement LLC is a leading provider of retirement planning solutions, helping individuals and businesses plan for a secure financial future. With a team of experienced professionals, NewRetirement LLC offers personalized guidance and innovative tools to help clients achieve their retirement goals. To connect with the team at NewRetirement LLC, visit ConnectPlex.ai, your go-to source for B2B lead generation and company information. At ConnectPlex.ai, we provide accurate and up-to-date contact information for NewRetirement LLC, making it easy for you to get in touch with the right people. Our database contains millions of company profiles, and we are committed to helping you find the information you need quickly and efficiently. Whether you're looking to partner with NewRetirement LLC or simply need to get in touch, ConnectPlex.ai is the perfect place to start your search.

NewRetirement LLC is a SaaS company that provides a comprehensive financial planning and management platform designed for financial services companies, plan providers, employers, and individuals. Located in San Francisco, California, the company's platform is built on AI technology that considers thousands of scenarios to enable holistic accumulation and decumulation planning at scale. NewRetirement's solution provides strategic outreach to plan participants, improving employee satisfaction for plan sponsors and driving revenue for financial service organizations. The company's platform has received recognition, being voted the best retirement solution by both Forbes and the American Association of Individual Investors (AAII). NewRetirement's team is led by a experienced management executive, including David Robison - Chief Operating Officer, Stephen Chen - Founder & CEO, and Dave Gynn - Chief Technology Officer. With a size of 20-49 employees and a revenue of $5-10 million, NewRetirement is a growing company in the SaaS industry. Their platform has a user-friendly website, newretirement.com, and can also be found on LinkedIn. For inquiries,

NewRetirement offers a cutting-edge financial planning and management tool for financial companies, retirement plan providers, employers, and individuals. This platform uses artificial intelligence to help people plan for retirement and manage their money. It looks at many different possibilities to help individuals make smart financial decisions. The tool also helps employers keep their employees happy and helps financial organizations keep their customers and make more money. Many people think NewRetirement is the best retirement solution, including Forbes and the American Association of Individual Investors.