# Retirable

Startup profile on Capital Atlas: https://capitalatlas.ai/startups/retirable

- Industry: Financial Services
- Headquarters: New York, US
- Website: www.retirable.com/
- Total disclosed funding: $12M
- Latest round: Series A (Jul 16, 2025)
- Investors on record: 11

## About

Retirable, Inc. is a retirement planning firm that provides tailored financial services, focusing on investment management and income strategies tailored to individual retiree needs.Founded in 2019 and headquartered in New York, US, Retirable, Inc. specializes in retirement planning services. The firm was established by Brian R., Ian Yamey, Tyler E., and Tyler End, who have extensive backgrounds in financial services. Retirable offers a comprehensive suite of retirement planning services centered around a dynamic investment and income management platform. Their core offerings include personalized financial planning, expert fiduciary advisory services, and high-yield cash accounts designed to enhance cash flow and protect against identity theft. The company’s platform empowers clients to customize their financial plans, ensuring a reliable monthly income that aligns with their lifestyle needs and adapts to any unforeseen changes. Retirable’s services primarily target retirees and individuals nearing retirement, providing them with continuous guidance across significant financial decisions, including income management, healthcare, and lifestyle adjustments. The company operates within the United States, serving clients who seek a holistic approach to their retirement planning.Retirable generates revenue through its advisory services and financial management offerings, primarily structured as subscription-based services. Clients engage with the company through a direct-to-consumer model, where they receive personalized financial plans and investment strategies from licensed fiduciary advisors. The revenue stream is bolstered by the use of high-yield cash accounts, which allow clients to earn interest on their savings while retaining easy access to funds for monthly expenditures. Additionally, Retirable's identity theft insurance services contribute to its revenue by providing clients with an added layer of financial protection. The company focuses on providing value through tailored financial advice and investment management, ensuring that clients are equipped to make informed decisions about their retirement assets. The firm is focused on launching new products designed to further assist clients in managing their retirement income, with specific details expected to be announced in the coming months. Additionally, Retirable aims to expand into new geographic regions in the United States, targeting areas with a high population of retirees by the end of 2024. In May 2025, Retirable, Inc. raised USD 9.99 in series A funding led by IA Capital Group, with participation from Clocktower Ventures, Impact Engine, Nationwide Ventures, SilverCircle, Western & Southern Financial Group, Inc., Portage Ventures, Primary Venture Partners, and Vestigo Ventures. The round was part of a larger USD 9.9 million in series A funding.

The company plans to utilize the May 2025 funding to expand internal advisory team, increase product feature development, and grow access to insurance and healthcare planning tools.

## Funding rounds

- Series A, Jul 16, 2025, $1.4M — IA Capital Group, Primary Venture Partners, Impact Engine, Vestigo Ventures, Portage Ventures, Nationwide Ventures, Western & Southern Financial Group, Inc., SilverCircle, Clocktower Ventures
- Seed, Nov 1, 2022, $6M — Primary Venture Partners, Vestigo Ventures, Portage Ventures, Diagram, Primetime Partners
- Seed, Sep 29, 2020, $4.7M — Vestigo Ventures, Portage Ventures, Diagram, Primetime Partners

## Investors

- Vestigo Ventures (https://capitalatlas.ai/funds/vestigo-ventures) — Seed, Series A
- Portage Ventures (https://capitalatlas.ai/funds/portage-ventures) — Seed, Series A
- Diagram (https://capitalatlas.ai/funds/diagram) — Seed
- Primetime Partners (https://capitalatlas.ai/funds/primetime-partners) — Seed
- Primary Venture Partners (https://capitalatlas.ai/funds/primary-venture-partners) — Seed, Series A
- IA Capital Group (https://capitalatlas.ai/funds/ia-capital-group) — Series A
- Impact Engine (https://capitalatlas.ai/funds/impact-engine) — Series A
- Nationwide Ventures (https://capitalatlas.ai/funds/nationwide-ventures) — Series A
- Western & Southern Financial Group, Inc. — Series A
- SilverCircle (https://capitalatlas.ai/funds/silvercircle) — Series A
- Clocktower Ventures (https://capitalatlas.ai/funds/clocktower-ventures) — Series A