Newretirement has filed a notice of an exempt offering of securities to raise $10,418,621.00 in New Equity Investment.
According to filings with the U.S. Securities and Exchange Commission, Newretirement is raising up to $10,418,621.00 in new funding. Sources indicate that as part of senior management President and Chief Executive Officer, Stephen Chen played a key role in securing the recent investment and it will aid in aggressively expanding the company, as well as broaden and accelerate product development.
About Newretirement
NewRetirement delivers a collaborative financial planning solution to consumers, enterprises, and financial advisors with innovative software, embedded digital coaching, and educational content. @NewRetirement 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).
To learn more about Newretirement, visit http://www.newretirement.com/
Contact:
Stephen Chen, President and Chief Executive Officer
415-462-5703
https://www.linkedin.com/in/secventures/
SOURCE: http://www.intelligence360.io
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