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The startup develops a retirement planning application that utilizes goal-planning tools and investment algorithms to enhance financial security and optimize retirement income projections, including social security and Medicare costs. This application enables credit unions and financial institutions to provide tailored financial advice, improving their clients' retirement readiness.
Updated 3 months ago
Funding
$16.3M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Funding rounds are not available yet.
Founders
Product
Features
- The startup develops a retirement planning application that utilizes goal-planning tools and investment algorithms to enhance financial security and optimize retirement income projections, including social security and Medicare costs. This application enables credit unions and financial institutions to provide tailored financial advice, improving their clients' retirement readiness.