Series A — Now Raising

Invest in
RetirePlusPlus

The AI-Powered Retirement Lifestyle Platform transforming how Americans plan, live, and thrive in retirement.

Raising
$4.5M
Pre-Money
$18M
TAM
$73B
Traction

Growth That Speaks for Itself

Real numbers demonstrating product-market fit in the retirement planning space.

$73B
Total Addressable Market
10K+
Platform Sign-ups
3x
Year-over-Year Growth
$4.5M
Currently Raising
4.7
User Satisfaction Score
89%
Monthly Retention Rate
Value Proposition

Six Pillars of Innovation

A comprehensive platform built for the largest generational wealth transfer in history.

AI-Powered Planning
Machine-learning retirement models that adapt to each user's lifestyle, health profile, and financial goals in real time.
Wellness Integration
Holistic retirement that combines financial health with physical wellness, social engagement, and mental well-being tracking.
Travel & Lifestyle
Curated travel experiences, relocation recommendations, and community events tailored for the retirement lifestyle.
Estate & Legacy Tools
Comprehensive estate planning, wealth transfer tools, and digital legacy management for peace of mind.
Community Network
Connect with like-minded retirees, mentors, volunteers, and professionals through our trusted community platform.
Smart Portfolio Insights
Real-time portfolio analytics, withdrawal optimization, and tax-efficient distribution strategies powered by AI.
Due Diligence

Investor Materials

Everything you need to evaluate the RetirePlusPlus opportunity.

Business Plan
Market analysis, strategy & financials
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Executive Summary
Company overview at a glance
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Pitch Deck
Visual presentation for investors
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Term Sheet
Investment terms & structure
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Investor Portal
Access data room & updates
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Leadership

Built by Retirement Industry Experts

Operators who understand the retirement landscape and have built the solution.

RK
Robert Keller
Chief Executive Officer
Former SVP at Fidelity Investments. 20+ years leading retirement product innovation and wealth management platforms.
AP
Anita Patel
Chief Technology Officer
Former Director of AI at Vanguard. Expert in machine learning, financial modeling, and cloud-native architecture at scale.
MW
Maria Whitfield
Chief Operating Officer
Former VP Operations at AARP Financial. Scaled retirement service operations across 50 states with 2M+ members.

Ready to Invest in the Future of Retirement?

Join us in transforming how 73 million Americans plan and live their best retirement.

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