Our mission is to provide everyone with financial stability and lasting peace of mind through clear, approachable, professional advice. To start, we're helping U.S. pre-retirees find their way to the futures they deserve.
America’s next generation of retirees has been long overlooked by the traditional financial system, leaving most people underfunded and underprepared for a comfortable retirement. In an ideal world, everyone would have access to a trusted financial planner, but the average American doesn’t have the savings to get them an appointment, much less the necessary attention to get them all the way to their retirement.
Technology is democratizing financial services in many ways, but new digital upstarts have been primarily focused on serving a younger demographic with different needs. Because of this lack of service from both traditional and newer firms, many Baby Boomers are stuck without a viable path toward a stable financial future.
We’re combining the results orientation of traditional retirement planning with the convenience of modern technology to make professional advice accessible to everyone. We’re not focused on recreating the in-office experience, but rather on updating it to meet changing expectations on accessibility, convenience, and personalization. Finally, since we don't earn money based on the size of our clients' investable assets, we can work with everyone regardless of their current financial situation.
Millions of older Americans are facing terrifying social, emotional, and financial decisions as they are forced into an early retirement or to delay their retirement plans. To help, we’re offering free retirement planning sessions to anyone impacted by the pandemic.
CEO & Co-founder
As a retirement income specialist at Northwestern Mutual, Tyler worked hands-on to help people define their goals, achieve financial independence, and enter retirement with peace of mind. Later, at Policygenius, Tyler expanded the company’s reach into new products, turning Policygenius into an industry-leading distributor of disability and P&C insurance. Tyler’s efforts helped more than 10,000 people find the insurance they needed.
Retirable combines Tyler’s passion for retirement planning with his experience growing scalable businesses, with the goal of giving every American personalized advice.
CTO & Co-founder
Ian Yamey is a technology leader and entrepreneur with a passion for social impact in financial accessibility. Ian has launched industry-leading consumer products as CTO of Policygenius and CTO of QuadPay. Ian has scaled three startups from 5 to 60+ employees and over $100m in funding.
Ian is also the founder of Donational.org, an automated charitable advisor that helps individuals to make a greater impact in their charitable giving.
CMO & Co-founder
Brian has focused most of his career on increasing financial inclusion and empowerment, most recently as the CEO of WiseBanyan: a digital 'robo-advisor' providing free portfolio management. At WiseBanyan, he oversaw marketing, product, and strategy, which helped more than 45,000 younger Americans begin investing for the first time and culminated in an acquisition by a publicly listed financial firm.
Brian focuses on connecting the millions of pre-retirees with Retirable's personalized financial guidance to finalize their path to retirement.
Head of Compliance
Sue Zhou is an experienced regulatory attorney whose career began in institutional finance and transitioned to advising firms on compliance, regulatory relations, and more. Sue has overseen compliance programs at leading NYC FinTechs including Betterment and Stash.
Sue loves problem solving with agile teams working to make financial services accessible to all Americans.