Developer of a digital retirement platform designed to create a retirement plan for employees.
Other Financial Services📍 New York, NYFounded 2016
Current Valuation
$3.3B
as of 2026-Q1
UNICORN
Developer of a digital retirement platform designed to create a retirement plan for employees.
Company Profile
Founded
2016
HQ
New York, NY
Employees
484
Total Raised
$660.45M
Last Round
Series E — $385M (Feb 2026)
IPO Status
private
Fundraising Status
Series E · $385M · 6 mo ago
privateTotal raised $660.45M
Secondary Market
Implied price / share
$8.35
Last round price / share
$29.82
vs last round
-72.0%
Last round price vs secondary price
Secondary price return by period
Implied per-share price from private secondary transactions, as of Jun 2026. This is a point estimate, not a quote — the feed carries no bid, ask or spread, and a secondary print is evidence of what someone paid on that date rather than a live market. Compare across every tracked name →
Private-company numbers are not real-time. Reflects publicly disclosed valuations from press releases, news reports, and tender offers as of 2026-Q1. Refreshed quarterly.