# NewRetirement funding: rounds and investors

> NewRetirement has raised $20M across 1 round since 2024. Investors include Plug and Play, Ulu Ventures and Fin Capital. Every round with its source.

Source: https://millionrounds.com/company/newretirement (Millionrounds; every figure on the page links to its filing or article)

United States · [Series A startup](https://millionrounds.com/companies)

# 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 summary Updated 26 Oct 2026

**$20M** raised across 1 round since 2024, from 1 source

- **Latest round:** Series A, $20M Mar 2024
- **Investors:** 4

See who backed them

## The rounds

- **Mar 2024** Series A **$20M** [Plug and Play](https://millionrounds.com/fund/plug-and-play) [Ulu Ventures](https://millionrounds.com/fund/ulu-ventures) [Fin Capital](https://millionrounds.com/fund/fin-capital) [Motley Fool Ventures](https://millionrounds.com/fund/motley-fool-ventures) Source recorded SEC filing: $10M sold, first sale Jul 2023

## Founders and team

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

- **Stephen Chen** Mr. Chen is the President and CEO. i

On the board, as filed i *Steve Reale* *Timothy Chen*

## Everyone who backed them

[Plug and Play](https://millionrounds.com/fund/plug-and-play) Accelerator **1** round

[Ulu Ventures](https://millionrounds.com/fund/ulu-ventures) VC firm **1** round

[Fin Capital](https://millionrounds.com/fund/fin-capital) Private equity **1** round

[Motley Fool Ventures](https://millionrounds.com/fund/motley-fool-ventures) Corporate VC **1** round

Missing a round, or an investor who was in one? [Tell us](https://millionrounds.com/corrections?slug=newretirement).

## 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 VC](https://millionrounds.com/fund/evolution-vc) VC firm Per its own site

[Intercept Ventures](https://millionrounds.com/fund/intercept-ventures) VC firm Per 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.

[**xPay** $1.5M · Oct 2026](https://millionrounds.com/company/xpay)[**Kalshi** $2.7B · Oct 2026](https://millionrounds.com/company/kalshi)[**STRIVE** $1.3B · Oct 2026](https://millionrounds.com/company/strive)[**CapitalOS** $52M · Oct 2026](https://millionrounds.com/company/capitalos)[**Platform Accounting Group** $355M · Oct 2026](https://millionrounds.com/company/platform-accounting-group)[**Ramp** $4.5B · Oct 2026](https://millionrounds.com/company/ramp)

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