United States · Series A startup

Who invested in NewRetirement

One round we have observed, with the 4 investors named in it. Every figure came from a named source, and where the company reported a raise to the SEC itself, that is shown beside it.

Financial Services

Funding summaryUpdated 26 Oct 2026

$20Mraised across 1 round since 2024, from 1 source

Latest round
Series A, $20MMar 2024
Investors
4
See who backed them

The rounds

  1. Mar 2024
    Series A$20M

    Source recordedSEC filing: $10M sold, first sale Jul 2023

Founders and team

From the SEC filings it signed: 1 on the team.

  • Stephen ChenMr. Chen is the President and CEO.i

On the board, as filediSteve RealeTimothy Chen

Everyone who backed them

Plug and PlayAccelerator1round
Ulu VenturesVC firm1round
Fin CapitalPrivate equity1round
Motley Fool VenturesCorporate VC1round

Missing a round, or an investor who was in one? Tell us.

Also claim to have backed them

These 2 firms list NewRetirement as a portfolio company on their own websites, but no report of a round names them. They are the firms' own claims, kept apart from the rounds above.

Evolution VCVC firmPer its own site
Intercept VenturesVC firmPer its own site

Quick answers about NewRetirement

Who invested in NewRetirement?

NewRetirement's investors include Plug and Play, Ulu Ventures, Fin Capital and Motley Fool Ventures.

How much has NewRetirement raised?

NewRetirement has raised $20M across 1 round since 2024.

When did NewRetirement last raise?

NewRetirement's most recent round was a Series A of $20M in Mar 2024.

What was NewRetirement's biggest round?

Its most recent round, $20M in Mar 2024, is also its largest on record.

Who backed NewRetirement first?

NewRetirement's first round on record, in Mar 2024, was backed by Plug and Play, Ulu Ventures and Fin Capital and 1 others.

What stage is NewRetirement at?

NewRetirement's latest named round is a Series A, in Mar 2024.

Where is NewRetirement based?

NewRetirement is based in the United States.

Companies like NewRetirement

In the same sector, and raised in the last eighteen months.

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