Retirable, a retirement platform tailored for Americans, has secured $10m in a Series A funding round to expand its reach and enhance its smart retirement planning tools.
The round was led by IA Capital Group, with participation from new backers Nationwide Ventures, Western & Southern Financial Group, and Clocktower Ventures.
Existing investors Primary Venture Partners, Portage Ventures, Vestigo Ventures, and SilverCircle also joined the round.
Founded in 2019, Retirable provides a personalised and human-led approach to retirement planning for Americans who often fall through the cracks of traditional wealth management services. Its services include access to fiduciary advisors, tailored investment management, income planning, and decumulation strategies.
The new capital will be used to expand Retirable’s internal advisory team, add new product features, and broaden access to insurance and healthcare planning tools. The company aims to offer more comprehensive support as clients face increasing medical costs and longer lifespans.
Retirable currently manages $175m in client assets—double its assets from six months ago—and has created thousands of retirement plans across all 50 states. It maintains a 99% client retention rate and notes that 70% of its users had never worked with a financial advisor before.
Retirable CEO and co-founder Tyler End said, “We started Retirable because there’s an enormous gap in the market and we saw too many Americans retiring without a plan.
“Most wealth management firms focus on the affluent, with account minimums starting at $500,000 or more. But the average near-retiree has far less in savings, and nowhere to turn for professional advice. We exist to serve this forgotten middle of Americans who deserve the same peace of mind and confidence in their retirement.”
IA Capital Group partner Matt Perlman said, “”Retirable’s comprehensive decumulation platform is the most promising solution we’ve seen for helping Americans manage their finances in retirement.
“The platform strikes the perfect balance between smart automation and personalized, human touch. We are big believers in Tyler and Ian’s vision and know they’re uniquely positioned to serve this underserved market efficiently at a massive scale.”
Copyright © 2025 FinTech Global
