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Retirable

Retirable

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

Last Round

Series A

Jul 16, 2025

Total Funding Raised

$20.7M

Momentum

Top 25%

of companies Caplight tracks

Company Overview

Retirable operates in FinTech and is based in New York City, New York. Its latest recorded funding round was a Series A round in July 2025.

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

AI Layer

Application

Historical Pricing

Historical view of private secondary pricing and transaction trends.

Pricing history

Caplight clients see full MarketPrice™ history and secondary transactions.

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

Momentum history

Caplight clients track how buyer interest and sentiment change over time.

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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
79%
Facet
79%
Domain Money
77%
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Retirable Funding Rounds

Historical fundraising activity

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

Founding team and executive leadership

Ian Yamey

Founder & CTO

Founding Team

Sami Boghos

Chief Operating Officer

Executive Team

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Retirable Investors

Notable investors and investment history

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

Structured signals derived from secondary market and firmographic data.

  • Sep 7, 2026

    Open roles increased to 8, representing 25% of headcount.

  • Aug 24, 2026

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

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Recent news

Latest coverage and updates

  • expands_offices_toSep 10, 2026

    On Sep 10th '26, Retirable announces plans to expand its offices to Wisconsin by opening its second headquarters in the Eagleknit Building.

  • expands_offices_toSep 10, 2026

    On Sep 10th '26, Retirable opens its Wisconsin second headquarters with approximately 10 employees, plans to hire more, and provides retirement planning, investment management and income planning services.

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Retirable Filings

Explore SEC and related filing metadata, where available.

Retirable filings preview — column headings only; records require access
TypeDateAmount OfferedAmount SoldFilingPagesDownload

Filing documents are not displayed on this public page. Request access to learn about available coverage.

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Frequently Asked Questions

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

Is Retirable a public or private company?

Retirable is a private company.

What is the current stock price of Retirable?

Retirable is a private company, so its shares have no public market price. Caplight tracks Retirable's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.

How much is Retirable worth (valuation)?

Valuation information for Retirable is not publicly available.

Can I buy Retirable stock?

Retirable shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.

When was Retirable's last funding round?

Retirable's most recent funding round was Series A on July 16, 2025.

Who are the main investors in Retirable?

Key investors in Retirable include Vestigo Ventures, Portage, IA Capital Group, Primary Venture Partners.

Will Retirable IPO soon?

No public IPO plans have been announced for Retirable.

How can I track Retirable secondary market activity?

Caplight tracks bids, offers, and trades in Retirable's shares on secondary markets.

Firmographic Details

HeadquartersNew York City, New York
Employee Range24
Year Founded2019
Last FundingJul 16, 2025

Institutional Data Access

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