Nestimate offers a cutting-edge analytics, evaluation, and modeling platform that helps retirement plan advisors, consultants, sponsors, recordkeepers, and insurers bring lifetime-income products into 401(k) plans with confidence. By simplifying due diligence and education, the software removes the inertia that has historically slowed adoption of guaranteed income options. The company positions itself as a modern replacement for traditional pensions, aiming to secure retirees who will no longer have defined-benefit plans. Recognition from major financial institutions has made the platform an emerging industry staple. With fresh capital, Nestimate plans to accelerate product development, enhance customer support, and expand into new segments of the retirement market. Although specific revenue or user numbers were not disclosed, the firm emphasized growing demand from leading financial institutions already integrating its solution.

Total raised

$3M

Funding rounds

1

Latest round

Equity

Latest activity

Sep 2025