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Meghann Misiak
Director Of Enterprise Sales at Newretirement
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Work Experience
Director Of Enterprise Sales
Oct 2023 - Present · 1 years and 2 months
Founder
Oct 2020 - Present · 4 years and 2 months
Sales Coach
Oct 2020 - Present · 4 years and 2 months
Company Details
11-50 Employees
NewRetirement delivers a collaborative financial planning solution to consumers, enterprises, and financial advisors with innovative software, embedded digital coaching, and educational content. @NewRetirement Based on AI technology, the comprehensive planning and modeling engine considers thousands of scenarios, enabling individuals to do holistic accumulation and decumulation planning at scale. The solution provides strategic outreach to plan participants that improves employee satisfaction for plan sponsors (employers) and enables financial service organizations to better retain assets and drive revenue. The NewRetirement platform was voted best retirement solution by both Forbes and the American Association of Individual Investors (AAII).
Year Founded
2015
Social Media
LinkedinFacebookTwitter
Industry
Technology, Information and Internet
HQ Location
1 Belvedere Pl Mill Valley, California 94941, US
Keywords
retirement contentconsumer Internetsoftware as a servicefinancial planningFinTechretirement planningfinancial advisorwealth managementfinancial IQfinancial services
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