RETIREMATE

Owners

Goods & Services

Providing temporary use of on-line non-downloadable software and software applications for retirement planning, accessing financial education resources, receiving personalized financial guidance, and connecting with financial planning professionals and retirement services using artificial intelligence and machine learning technologies; Software as a Service (SaaS) featuring software for conducting automated, chat-based financial assessments and providing related notifications for individuals preparing for retirement; Providing temporary use of non-downloadable AI-powered software tools for consumers and financial professionals to generate retirement planning insights based on proprietary and publicly available data, and guiding users through a personalized financial planning journey with or without human intervention; providing temporary use of non-downloadable AI-powered digital software platforms enabling fully autonomous customization and optimization of financial planning, retirement guidance, and financial literacy education for consumers, including interpreting user input, assessing financial readiness, recommending retirement planning strategies, and connecting to relevant financial information and resources with or without human involvement