NewRetirement (Accelerator)

Company Description: NewRetirement delivers a hybrid financial planning solution to consumer end users and enterprises, with innovative software, educational classes, digital coaching, and human advice. The comprehensive planning and modeling engine considers thousands of scenarios, enabling individuals to do holistic accumulation and decumulation planning with digital guidance, and at scale for enterprises. Designed for a person’s entire life, the platform also provides automated strategic outreach to individual planners based on their specific needs that delivers a financial wellness benefit for employers, and enables financial services organizations to leverage new business models, better retain assets, and drive revenue with more engaged planners. NewRetirement is used by millions of people and deployed with enterprise companies such as MarketWatch and Nationwide. It’s like TurboTax for planning. They offer our financial planning platform D2C and to the Enterprise via API, Components and White Label.