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Retirable

Retirable

Private
New York City, New YorkFinTechhttps://retirable.com/

Last Round

Series A

Jul 16, 2025

Total Funding Raised

$25.4M

Momentum

Top 25%

of companies Caplight tracks

Company Overview

Retirable is a wealth management fintech company that provides retirement-focused financial planning, investment management, and spending solutions to individuals in the United States.

Sector

FinTech

Verticals

Wealth Management, Personal Finance, Investment Platforms

Business Model

B2C

Customer Profile

Services & Consulting, Payment Processing Fee

AI Layer

Application

Keywords

retirement planningfiduciary advisorrobo-advisorretirement incomewealth managementdecumulation strategyinvestment managementSocial Security optimizationassets under managementAUMdigital financial planningcash managementneobankETF portfoliosfinancial advice gap

Historical Pricing

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

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Retirable Comparables

Compare Retirable with similar companies based on industry and business-model similarity.

Retirable comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
Boldin
81%
Silvur
78%
Sagewell Financial
76%

Retirable Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
Series AJul 16, 2025
SeedNov 1, 2022
SeedSep 29, 2020

Key People

Founding team and executive leadership

Ian Yamey

Founder & CTO

Founding Team

Sami Boghos

Chief Operating Officer

Executive Team

Retirable Investors

Notable investors and investment history

Retirable investors
InvestorRounds
SilverCircleSeries A
Clocktower VenturesSeries A
Vestigo VenturesSeed, Series A
PortageSeed
The Impact EngineSeries A
Gratitude RailroadSeries A
DiagramSeed

Market signals

Structured signals derived from secondary market and firmographic data.

  • Aug 24, 2026

    Open roles increased to 7, 3.3x the trailing average.

  • Jul 16, 2025

    $10M round led by IA Capital Group.

Retirable Filings

SEC and related filings with document metadata.

Data table
TypedDateAmount OfferedAmount SoldFillingPagesDownload
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Retirable Filings

SEC and related filings with document metadata.

Frequently Asked Questions

Common questions about Retirable's valuation, stock price, and market status.

Firmographic Details

HeadquartersNew York City, New York
Employee Range32
Year Founded2019
Last FundingJul 16, 2025

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