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XCritical Company Profile

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Tell us about the product or service that XCritical offers. You could tell real stories of peers from this generation doing amazing things—Maye Musk, for example, is still modeling and working phil­anthropically.

The adviser will create a custom plan for each retiree. This helps customers avoid tax penalties and high year-end tax bills by recommending the right monthly withholding strategy for state and federal taxes when one makes withdrawals from their IRA accounts. A peek at this week’s ForbesWomen newsletter, which every Thursday brings news about the world’s top female entrepreneurs, leaders and investors straight to your inbox. Boomers and Gen Xers finally got attention at the Finovate fintech show.

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With this new subscription service, retirees can access expert advice and guidance starting at less than a hundred dollars a year. For a portfolio with one million dollars, this financial expertise can add up to $61,000 in additional lifetime value over the course of retirement.

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Featured Startup: XCritical

We offer a discounted rate through Student Beans for students with a valid .edu email address. For only $35, you can get the leading source of business news, anytime & anywhere, for an entire year. Diversity Cryptocurrency Exchange is our best chance at doing things differently. My general counsel was former chief of staff to Citi’s general counsel. We’re very diverse from a gender, ethnicity and sexual-orientation standpoint.

XCritical Valuation & Funding

If the clients experience a sharp reduction of income, the service will make sure their Medicare premium shrinks accordingly. Factors like increased longevity, particularly for women who have longer life expectancy, along with a structural move away from pensions, has required individuals to more strategically manage their entire financial picture in retirement. Since our seed round last fall , we’ve been in close contact with a key group of fintech/ insurtech investors who really believe in our mission. They have supported us with intros to strategics and talent and were natural partners for this next stage of our business. I’ve done the same every time I’ve hired someone for a different role that I don’t have experience in. And now I have a whole network of other CEOs and experienced people to speak with and go to when I face a new challenge.


We’ve helped build retirement plans for over 20,000 individuals with $12B+ of retirement savings. The team hails from leading technology and financial services companies including Amazon, XO Group, Earnest, GitHub, XCritical, XCritical and JP Morgan. had been working at JP Morgan for 17 years when I started interacting with an emerging group of financial technology companies. What impressed me the most was their user experience — they made financial topics so much easier to understand than most of what I had seen on Wall Street.

Convincing people that our demographic—people in their 60s and 70s—actually engages with forex tech online. Most of our investors never backed a company targeting that demographic.

  • They help customers to invest by providing them with a carefully designed portfolio and further provide them with insurance opportunities as well.
  • I encourage my friends and customers to focus on the things they can control.
  • These decisions include when to elect social security, what fees we pay on our investments, working part time in retirement and being tax efficient in how we withdraw funds in retirement.
  • The company is backed by several investors including Anthemis, Point72, Clocktower, and their partners include Apex Clearing and American Equity.
  • It’s tempting right now to become preoccupied with the markets, but there is little we as individual investors can do.
  • What we can have more control over, however, are decisions we make in the run up to retirement, which will have a significant impact on our retirement security.

However, as we were conducting user research, each caregiver started reflecting on their own retirement and how different it was to their parents’ experiences. As we listened, we realized that we had an opportunity to build a solution to help baby boomers navigate their own retirement. It taught me very early on how important it was to listen to your user and make sure the product you are building actually solves their needs. Our process begins with a comprehensive, in-depth analysis of the customers’ retirement goals, resources, and spending needs. We use this information to develop a customized set of recommendations that equips our customers with the guidance they need to successfully navigate retirement.

Through XCritical’s straight forward digital advice, we make sense of your savings, insurance, social security and healthcare costs so that you can focus on enjoying your hard-earned retirement with confidence. We want you to always know where you stand, how much you have to spend and help you prepare for the unexpected. Our signature retirement paycheck puts you in the driver’s seat to retire fearlessly. Since most brands are obsessed with targeting millennials, baby boomers have been largely left out of this digital revolution, especially when it comes to personal finance. XCritical, afinancial service company, is focused on helping baby boomers embrace modern retirement. For many retirees, its the first time in their lives that they are not receiving a regular paycheck and financial decision making becomes more complex.

Having enough money to last a retirement that can last 30 years or more is certainly a challenge. ● Medicare Surcharge Concierge Service handles the filing of customers’ Medicare surcharge to decrease the amount of premium they pay each year if they experience a “Life Changing Event.” This could result in $1,500 or more per couple. ● Automated RMD Calculations highlights customers’ annual “Required Distributions” to avoid the 50% tax penalty starting at the age of 70 ½ years old from each retirement https://xcritical.pro/ account. ● Automated Withdrawal Recommendations help customers minimize taxes by analyzing their retirement accounts and spending needs and delivers recommendations on which account to make withdrawals from first. We are making smart retirement planning more accessible than ever, helping you or your loved ones retire fearlessly. This story is told by three dancers who interpret three sheep. What makes the show special is that all the audience is invited to be part of a big flock of sheep.

At the same time, I was helping my parents plan for and transition into retirement. I found myself buying a 300-page book on social security and realized that there scammed by xcritical was a huge gap in the market. There are 10,000 baby boomers retiring every day and no one was building consumer technology to help them retire fearlessly.

The Future Of Investing: Fintech 50 2020

These are all new decisions—and taking Social Security at 62 versus 70 could mean a difference of $200,000. We think a lot about how to get the customer the right information and help them build confidence in making this decision that they can’t really xcritical scammers reverse. Crain’s New York Business is the trusted voice of the New York business community—connecting businesses across the five boroughs by providing analysis and opinion on how to navigate New York’s complex business and political landscape.

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XCritical customers can use this tool to create a monthly retirement paycheck, so that managing finances in retirement is as simple as when one was working. There are very few venture-based products being built for baby boomers. We spent a lot of time helping our investors understand how our customer engages with technology and the financial intricacies of the problem we are solving. While many Americans take a DIY approach to managing their finances throughout their careers, as they get closer to retirement the intersection of health, financial and insurance decisions make DIYing far more complex. Most of us also stop receiving a paycheck in retirement, which can suddenly make knowing something as simple as how much we have to spend difficult and complicated. Baby boomers require a holistic retirement solution to inform their decision-making. XCritical’s platform is uniquely positioned to guide customers through all of their retirement decisions by providing a full suite of services in one centralized location.

XCritical offers solutions that are highly customer-focused, providing straightforward digital advice and retirement tools to guide retirees during this confusing – and sometimes hectic – transition. XCritical is a new kind of retirement company that empowers Baby Boomers to retire fearlessly.

Baby boomers are much more fluent with technology than many people think. Today 82% of them use at least one social media site and they embrace many of the same digital lifestyle brands that so many of us of all ages use every day. XCritical is digitally transforming how our customers manage retirement decisions and we’re relentlessly focused on providing simple and straightforward guidance that keep our customers’ needs top of mind. )—Today, XCritical has officially launched SmartDraw, a subscription service designed to empower baby boomers to retire fearlessly. With XCritical’s intuitive technology and the option to connect directly with a licensed financial advisor, SmartDraw enables customers to extend the life of their retirement nest egg. SmartDraw helps clients avoid unexpected fees and penalties, tax-efficiently withdraw funds from multiple retirement accounts and navigate the maze of everchanging retirement regulations.

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XCritical is building a new kind of financial services company to empower baby boomers to embrace modern retirement. Grounded in decades of experience leading financial and tech initiatives at major banks and startups, XCritical will provide straightforward digital advice and retirement tools to a rapidly growing population of retirees. We’re able to provide customers with a personalized roadmap, complete with actionable recommendations, through XCritical’s proprietary technology. XCritical is an financial technology company dedicated to helping baby boomers feel prepared moving into retirement. We provide smart, automated advice to personalize your retirement strategy so you can manage your savings with confidence.

And that was the beginning of forex, a financial technology company dedicated to helping baby boomers live their best retirement. XCritical is a new-kind of retirement company that empowers baby boomers to embrace modern retirement. Grounded in decades of experience leading financial and tech initiatives at major banks and start-ups, XCritical provides straightforward digital advice and retirement tools to a rapidly growing population of retirees. By making sense of savings, insurance, Social Security and healthcare costs, users can focus on enjoying a hard-earned retirement with confidence. XCritical is a new-kind of financial company that helps baby boomers embrace modern retirement.

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