The company intends to use the funds to expand its enterprise offerings, scale onboarding and support for new partners, enhance R&D efforts aimed at helping its user base, integrate LLMs and AI to provide more personalized recommendations, and build capacity to meet the demand.

Company Information

Company Status

Private & Independent

Industry

FinTech

Mailing Address

1 Belvedere Place 200
Mill Valley, CA 94941
USA

Phone

Undisclosed

Website

www.newretirement.com

Email Address

[email protected]

Overview

It all started because Steve's mom needed help. Steve is our founder. A few years ago, his mom came to him asking to borrow money. Steve wanted to help, but he wasn't sure that a loan was the right long term answer. He wanted his mom to be able to retire without constant worry about her finances.

Profile

Social Media

Company News

Facebook

YouTube

Management Team

Title

Name

Email & Social

Chief Executive Officer

Stephen Chen

Chief Information Officer

Frank Nevers

Chief Technical Officer

Dave Gynn

VP - Administration

Danielle Jackson

VP - Customer Service

Connellan Coxwell

VP - Engineering

Rachel Diesel

VP - Engineering

Chelsea Power

VP - Product Management

Mary Endres

VP - Product Management

Yun Woo

VP - Sales

Meghann Misiak

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Where The Data Comes From

Our team works diligently to report on every notable VC transaction. VC investment data records reported here are derived from news reports and company announcements. The data is sourced from VentureDeal.com, an affiliated venture.

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