Tag: Retirement

WealthOS, a cloud-native and API-driven core WealthTech firm has secured £2m in institutional seed funding round led by Barclays.

Kidbrooke recently dug deeper into the topic of retirement planning and the role financial analytics can play with it.

FinTech unicorn Human Interest, which provides a full-service 401(k), has received a minority investment from investment major BlackRock.

The retirement plans division of Ameritas Life Insurance has launched a digital retirement savings and financial wellness platform, GoalWise.

The number of savers opting out of their company pension scheme has increased by 29% from March to July this year, according to a report from digital pensions platform Penfold.

401GO, which helps small businesses implement 401k plans for their employees, has bagged $2m in its Seed round.

SME 401 (k) provider Human Interest has closed a $200m Series D round hot off the heels of its $105m Series C and brings its valuation to $1bn.

Global retirement savings technology platform Smart has secured £165m in its Series D, which will help it bolster its global presence.

Guideline, which designs affordable retirement plan solutions for small and medium-sized businesses, has bagged $200m in funding.

Retirement plan compliance platform Advice Analytics has reportedly won $235,000 at the Seattle Angel Conference.