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Retirable

Retirement guidance and planning

Retirable logo
1-20 employees
  • B2C
  • Lifestyle
  • Personal finance
West Village, New York, NY

Company mission

To provide everyone with financial stability and lasting peace of mind through clear, approachable, professional advice.

Our take

America’s decades-long retirement crisis is deepening, with roughly half of older citizens reporting that they lack the funds to maintain their standard of living if they were to leave work. Experts are urging people to adopt smarter, proactive approaches to individual retirement planning. This is where companies like Retirable come in.

Founded in 2019, the company offers retirement planning services to lower-income American citizens for whom this kind of support has historically been out of financial reach. It’s an approach that will help them open up a whole new market, and a large one too, creating a revenue model that’s unique for this industry - and potentially one with great longevity.

In spite of being in a relatively early stage, Retirable already works with over 50,000 clients to plan, invest, and monitor their retirement savings. It’s made impressive progress, which provides solid ground for future growth.

Freddie headshot

Freddie

Company Specialist at Welcome to the Jungle

Benefits

  • Competitive salary + company equity
  • 401(k)
  • Flexible and remote-friendly culture
  • On the job training and growth opportunities
  • Mentorship, and coaching from a leadership team who were early employees at several of NYC’s leading FinTech startups

Funding (last 2 of 3 rounds)

Oct 2023

$4m

SEED

Nov 2022

$6m

EARLY VC

Total funding: $14.7m

Leadership

Previously worked at Policygenius for 4 years, becoming Director of Sales and then Head of Operations Expansion.

Worked at Pricing Nation as Chief Revenue Officer. Left this role to join WiseBanyan, first as CMO and then later becoming CEO. Has recently been SVP, Head of Axos Invest (part of Axos Securities).

Previously VP of Software at Park Assist for 5 years. Has since been CTO at PolicyGenius and QuadPay.