Top list · Worldwide
Retirement startups worldwide
51 retirement startups worldwide have raised money in rounds we track. These are the 50 that have raised the most, $5.4B between them, with the United States the most common home.
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Prismic Life ReinsurancePrismic Life Reinsurance is a life and annuity reinsurance company that provides access to investing, insurance, and retirement security.Prismic Life Reinsurance is a life and annuity reinsurance company that provides access to investing, insurance, and retirement security.
Founded -Hamilton, Bermuda$1.9Blast round May 2026 - 2
Chariot ReinsuranceChariot Reinsurance is a financial service company that provides insurance, asset management, and retirement solutions.Chariot Reinsurance is a financial service company that provides insurance, asset management, and retirement solutions.
Founded 2024Hamilton, Bermuda$1.0Blast round Dec 2024 - 3
Aura HoldingsAura Holdings is a real estate company that provides luxury retirement community homes with management services.Aura Holdings is a real estate company that provides luxury retirement community homes with management services.
Founded -Coorparoo, Australia$706Mlast round Mar 2026 - 4
VestwellVestwell is a financial technology company based in New York City, founded in 2016.Vestwell is a financial technology company based in New York City, founded in 2016.
Founded 2016New York, United States$553Mlast round Mar 2026 - 5
Smart PensionSmart Pension is a FinTech company that specializes in retirement savings technology, offering simplified pension solutions for businesses.Smart Pension is a FinTech company that specializes in retirement savings technology, offering simplified pension solutions for businesses.
Founded 2014London, United Kingdom$399Mlast round Aug 2025 - 6
GuidelineGuideline is a retirement plan platform that offers the all-inclusive 401(k) and full-stack solution for growing businesses.Guideline is a retirement plan platform that offers the all-inclusive 401(k) and full-stack solution for growing businesses.
Founded 2015New York, United States$207Mlast round Jun 2021 - 7
Human InterestHuman Interest is a technology-driven financial services company based in San Francisco, California, founded in 2015.Human Interest is a technology-driven financial services company based in San Francisco, California, founded in 2015.
Founded 2015San Francisco, United States$126Mlast round Oct 2025 - 8
PonteraPontera, formerly known as FeeX, is a fintech company based in New York City, founded in 2012.Pontera, formerly known as FeeX, is a fintech company based in New York City, founded in 2012.
Founded 2012New York, United States$60Mlast round Dec 2023 - 9
Household CapitalHousehold Capital is an Australian financial services firm established in 2016, specializing in retirement funding solutions for homeowners aged 60 and older.Household Capital is an Australian financial services firm established in 2016, specializing in retirement funding solutions for homeowners aged 60 and older.
Founded 2018Melbourne, Australia$38Mlast round Oct 2022 - 10
NextCapitalNextCapital is an enterprise digital advice platform based in Chicago, Illinois.NextCapital is an enterprise digital advice platform based in Chicago, Illinois.
Founded 2014Chicago, United States$36Mlast round Jan 2017 - 11
AdCare Health SystemsAdCare Health Systems manages, develops and acquires nursing homes, living facilities, and retirement communities.AdCare Health Systems manages, develops and acquires nursing homes, living facilities, and retirement communities.
Founded 1988Atlanta, United States$36Mlast round Apr 2015 - 12
401GO401GO is a fintech retirement benefit platform that offers a fully-owned, automated 401(k) plan solution tailored for small businesses.401GO is a fintech retirement benefit platform that offers a fully-owned, automated 401(k) plan solution tailored for small businesses.
Founded 2017Sandy, United States$33Mlast round Dec 2025 - 13
Inspired Villages GroupInspired Villages Group offers a collection of beautiful apartments with five-star facilities for that luxury retirement lifestyle.Inspired Villages Group offers a collection of beautiful apartments with five-star facilities for that luxury retirement lifestyle.
Founded 2017United Kingdom$30Mlast round Dec 2025 - 14
IRALOGIXIRALOGIX is a financial technology company based in Pittsburgh, specializing in a cloud-native, white-label IRA recordkeeping and administration platform.IRALOGIX is a financial technology company based in Pittsburgh, specializing in a cloud-native, white-label IRA recordkeeping and administration platform.
Founded 2015Pittsburgh, United States$27Mlast round Jul 2022 - 15
Basic CapitalBasic Capital is a venture-backed financial technology company founded in 2023 and based in New York City.Basic Capital is a venture-backed financial technology company founded in 2023 and based in New York City.
Founded 2021New York, United States$25Mlast round Aug 2025 - 16
the prosperity companythe prosperity company is an insurance company that offers pension and retirement products.the prosperity company is an insurance company that offers pension and retirement products.
Founded 2018Ruggell$21Mlast round Dec 2019 - 17
MicruityMicruity is a financial technology company founded in 2017, based in Toronto, Ontario, with additional operations in California.Micruity is a financial technology company founded in 2017, based in Toronto, Ontario, with additional operations in California.
Founded 2017Toronto, Canada$20Mlast round Dec 2025 - 18
Ubiquity Retirement + SavingsUbiquity is a growth-explosive entrepreneurial FinTech company.Ubiquity is a growth-explosive entrepreneurial FinTech company.
Founded 1999San Francisco, United States$19Mlast round Mar 2019 - 19
AboonWe're not just another TPA.We're not just another TPA.
Founded 2023New York, United States$18Mlast round Oct 2025 - 20
EpsorEpsor is a French fintech company founded in 2017, specializing in salaried savings and retirement solutions.Epsor is a French fintech company founded in 2017, specializing in salaried savings and retirement solutions.
Founded 2017Paris, France$17Mlast round Mar 2025 - 21
Sandringham Financial PartnersSandringham Financial Partners provides financial advice on investments, retirement pensions, mortgages and estate planning.Sandringham Financial Partners provides financial advice on investments, retirement pensions, mortgages and estate planning.
Founded 2012Huddersfield, United Kingdom$17Mlast round Jun 2023 - 22
RetirableRetirable is a financial services technology company specializing in retirement planning, advising, and income generation.Retirable is a financial services technology company specializing in retirement planning, advising, and income generation.
Founded 2019New York, United States$14Mlast round Apr 2026 - 23
AfilioAfilio is a Berlin-based insurtech and legal technology company founded in 2017.Afilio is a Berlin-based insurtech and legal technology company founded in 2017.
Founded 2017Berlin, Germany$13Mlast round Aug 2021 - 24
PlanGapPlanGap is a product innovation company based in Atlanta, Georgia, founded in 2017.PlanGap is a product innovation company based in Atlanta, Georgia, founded in 2017.
Founded 2017Atlanta, United States$9.4Mlast round Dec 2021 - 25
Brio Retirement LivingBrio Retirement Living is a real estate firm that provides housing solutions for retirement people.Brio Retirement Living is a real estate firm that provides housing solutions for retirement people.
Founded 2016United Kingdom$7.5Mlast round Mar 2022 - 26
Stax.aiStax.ai is a business intelligence application for financial and retirement plan administrative operations.Stax.ai is a business intelligence application for financial and retirement plan administrative operations.
Founded 2020Scottsdale, United States$7.0Mlast round Sept 2024 - 27GoldkGoldK offers a range of web-based financial services for retirement plan operators.
GoldK offers a range of web-based financial services for retirement plan operators.
Founded 1999United States$7.0Mlast round Jul 2003 - 28
Wealth AccessWealth Access is a Nashville-based company founded in 2011 that specializes in a Connected Intelligence Platform designed for financial institutions.Wealth Access is a Nashville-based company founded in 2011 that specializes in a Connected Intelligence Platform designed for financial institutions.
Founded 2011Nashville, United States$6.2Mlast round Sept 2015 - 29
Golden Gateway FinancialGolden Gateway Financial, located in Oakland, California, is a comprehensive resource for seniors to assess their financial health at retirement.Golden Gateway Financial, located in Oakland, California, is a comprehensive resource for seniors to assess their financial health at retirement.
Founded 2006Oakland, United States$6.0Mlast round Sept 2007 - 30
PTO ExchangePTO Exchange is a cloud-based benefits platform founded in 2013 and headquartered in Woodinville, Washington.PTO Exchange is a cloud-based benefits platform founded in 2013 and headquartered in Woodinville, Washington.
Founded 2013Woodinville, United States$5.4Mlast round Mar 2022 - 31
PenfoldPenfold is a UK-based fintech company that specializes in digital pension solutions.Penfold is a UK-based fintech company that specializes in digital pension solutions.
Founded 2018London, United Kingdom$5.2Mlast round May 2025 - 32
NeosilverNEOSILVER is a French social utility company focused on promoting active and fulfilling retirement for seniors.NEOSILVER is a French social utility company focused on promoting active and fulfilling retirement for seniors.
Founded 2018Paris, France$4.4Mlast round Sept 2024 - 33
SilvurSilvur is a retirement planning app that helps baby boomers reach their retirement goals.Silvur is a retirement planning app that helps baby boomers reach their retirement goals.
Founded 2016New York, United States$3.7Mlast round Feb 2026 - 34
BeagleBeagle helps you save your hard earned retirement money.Beagle helps you save your hard earned retirement money.
Founded 2020United Kingdom$3.5Mlast round Jan 2024 - 35
MKC WealthMKC Wealth offers retirement, estate and trust planning, investment and wealth management solutions for private and corporate sectors.MKC Wealth offers retirement, estate and trust planning, investment and wealth management solutions for private and corporate sectors.
Founded 2003London, United Kingdom$3.3Mlast round Sept 2025 - 36
NestimateNestimate is a fintech and insurtech startup based in Lincoln, Nebraska, founded in 2022.Nestimate is a fintech and insurtech startup based in Lincoln, Nebraska, founded in 2022.
Founded 2022Lincoln, United States$3.0Mlast round Aug 2025 - 37
Starts at 60Starts at 60 is a leading online digital and social media brand in Australia and New Zealand, catering to individuals aged 60 and over.Starts at 60 is a leading online digital and social media brand in Australia and New Zealand, catering to individuals aged 60 and over.
Founded 2013West End, Australia$2.7Mlast round Mar 2019 - 38
ArnieArnie is a fintech company based in San Francisco that focuses on modernizing retirement account servicing, particularly for 401(k) plans and other retirement vehicles.Arnie is a fintech company based in San Francisco that focuses on modernizing retirement account servicing, particularly for 401(k) plans and other retirement vehicles.
Founded -San Francisco, United States$2.2Mlast round Oct 2021 - 39
Responsible LifeResponsible Life specializes in lifetime mortgages to release the wealth in property, alongside retirement mortgages.Responsible Life specializes in lifetime mortgages to release the wealth in property, alongside retirement mortgages.
Founded 2010Plymouth, United Kingdom$1.8Mlast round Dec 2022 - 40
Amber RiverAmber River is a financial planning company that provides mortgage, retirement, insurance, estate, and investment management services.Amber River is a financial planning company that provides mortgage, retirement, insurance, estate, and investment management services.
Founded 2019Lossiemouth, United Kingdom$1.8Mlast round Dec 2021 - 41
Fortune 360 GroupFortune 360 Group is a consulting firm that provides wealth management, employee benefits, and retirement planning advice.Fortune 360 Group is a consulting firm that provides wealth management, employee benefits, and retirement planning advice.
Founded 2015Plantation$1.6Mlast round May 2015 - 42
Retirement Income GroupRetirement Income Group is a wealth management firm based in Toronto, specializing in integrated financial planning, insurance, and investment services.Retirement Income Group is a wealth management firm based in Toronto, specializing in integrated financial planning, insurance, and investment services.
Founded 2019Toronto, Canada$1.6Mlast round Feb 2020 - 43
MirabelleMirabelle is a Paris-based fintech company dedicated to financing "well-aging" in France and Europe.Mirabelle is a Paris-based fintech company dedicated to financing "well-aging" in France and Europe.
Founded 2024Paris, France$1.1Mlast round Dec 2024 - 44
RevisaPrevRevisaPrev is a Brazilian legal fintech founded in 2020, based in São José do Rio Preto, São Paulo.RevisaPrev is a Brazilian legal fintech founded in 2020, based in São José do Rio Preto, São Paulo.
Founded 2020Sao Jose de Rio Preto, Brazil$700Klast round Sept 2025 - 45
AutumnaAutumna provides retirement living, home, and nursing care services.Autumna provides retirement living, home, and nursing care services.
Founded 2017United Kingdom$623Klast round Nov 2023 - 46FiPathFiPath provides unbiased retirement planning content and analytical tools that enables consumers to take control of their financial future.
FiPath provides unbiased retirement planning content and analytical tools that enables consumers to take control of their financial future.
Founded 2008Alpharetta, United States$505Klast round Jun 2010 - 47Jones Regan Wealth ManagementJones Regan Wealth Management is a financial advisory firm that provides retirement planning, investment planning, and mortgage services.
Jones Regan Wealth Management is a financial advisory firm that provides retirement planning, investment planning, and mortgage services.
Founded 2014Bolton, United Kingdom$491Klast round Mar 2026 - 48
LatonaLatona is an insurance company that provides insurance underwriting, reinsurance, and retirement services.Latona is an insurance company that provides insurance underwriting, reinsurance, and retirement services.
Founded 2017Japan$327Klast round Aug 2021 - 49
Keystone TechnologiesKeystone Technologies is a provider of an online community network for retirement communities.Keystone Technologies is a provider of an online community network for retirement communities.
Founded 2001Eureka, United States$100Klast round Jul 2014 - 50
HivelyHively is a digital platform and private membership network designed to assist older adults and retirees in navigating life after retirement.Hively is a digital platform and private membership network designed to assist older adults and retirees in navigating life after retirement.
Founded 2023Boston, United States$25Klast round Nov 2011
Hamilton, Bermuda
Coorparoo, Australia
New York, United States
London, United Kingdom
Toronto, Canada
Paris, France
Berlin, Germany
Sao Jose de Rio Preto, Brazil
JapanCompanies whose own description names this theme, ranked by the total they have raised in rounds we hold. Nobody pays to be on a list.
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