NewRetirement, Inc

Mill Valley,  CA 
United States
https://www.newretirement.com/
  • Booth: K40

NewRetirement’s collaborative financial planning solution provides innovative software, digital coaching and educational content to consumers, enterprises, and financial advisors. The planning and modeling engine considers thousands of scenarios, enabling individuals to do holistic accumulation and decumulation planning, and provides enterprises with a highly flexible and scalable platform to engage their participants in much needed financial wellness and planning. Designed for a person’s entire life, the platform delivers a financial wellness benefit for employers, enables financial services organizations to leverage new business models to drive revenue, and allows financial advisors to work much more efficiently with their clients. NewRetirement is leveraged by millions of people and deployed with enterprise companies such as Raytheon Technologies (NYSE: RTX), American Fidelity, and Nationwide.