Stephen Chen's $20 Million Raise and Niche Application for RIAs

Wednesday, 3 April 2024, 00:15

Stephen Chen's successful $20 million raise has intrigued RIAs with the unique application of his consumer-facing software. Focusing on self-directed retirement planning, NewRetirement.com's founder has appealed to RIAs and enterprises alike, leveraging consumer involvement to drive the process.
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Stephen Chen's $20 Million Raise and Niche Application for RIAs

Stephen Chen's $20 Million Raise and Niche Application for RIAs

The founder of NewRetirement.com, Stephen Chen, has a DIY approach that RIAs and enterprises are attracted to because consumers do much of the work. The recent $20 million raise has increased interest in his consumer-facing software, as it offers a unique application for the financial industry.


This article was prepared using information from open sources in accordance with the principles of Ethical Policy. The editorial team is not responsible for absolute accuracy, as it relies on data from the sources referenced.


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