NewRetirement
Curated by SignalFinancial planning platform offering tools for retirement and investment strategies.
Overview
NewRetirement focuses on providing financial planners and advisors with a suite of tools aimed at improving client management and investment strategy development. The platform includes products such as a retirement planner, savings and investment analysis, and long-term care planning, primarily targeting individuals who wish to develop effective retirement plans. The company utilizes technology to address the affordability and accessibility of financial guidance. Its offerings feature real-time insights, customizable financial planning software, and a white-label planner for businesses, which allows users to make informed financial decisions while adhering to regulatory standards. Additionally, integrated APIs support data exchange across various financial services, contributing to the overall wealth management process.
Key facts
- Founded
- 2005
- Headquarters
- San Francisco, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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Contact
- Primary office
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- Phone
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Open roles
13 rolesPerformance Marketing Lead
Mill Valley, CA · On-site · Internship
Senior Performance Marketing Manager
United States · On-site · Internship
Senior Brand Designer
United States · On-site · Volunteer
