Making retirement choices easier to explore.

Start with the need.

Retirement decisions involve connected assumptions. A household may need to consider different accounts, government benefits, tax treatments, and changing goals. A useful planning experience helps people understand how those pieces relate.

DIY Retirement Planning

Retirewise.AI provides self-directed planning and scenario tools for Canadian and U.S. households. Its approach brings the household into view, allowing individuals and couples to explore alternatives and understand how changing assumptions can affect their plans.

• Model household retirement goals for individuals and couples.
• Include country-specific accounts, benefits, and tax considerations.
• Explore alternative assumptions through scenarios and calculators.

Follow the assumptions through the plan.

The public quick-start experience illustrates the relationship between household inputs and a planning scenario. The example uses default illustrative inputs; it helps explain the product experience rather than a real household outcome.

1. 01Set household assumptions
2. 02Explore the planning scenario
3. 03Review and adjust the inputs

This explanatory sequence describes the public product example above. It is not an internal architecture diagram or evidence of a measured business result.

Part of our investment story.

Ooventive’s selected portfolio records an investment in Retirewise.AI in 2024. The business illustrates our interest in technology that helps people engage with consequential financial decisions.

As part of Genellipse Group Holding, Ooventive considers opportunities through both its own capital and capital managed for investors. Each investment relationship has its own structure and responsibilities.

How the thesis connects to the work.

Retirewise.AI connects our venture thesis to the challenge of making complex financial planning more accessible. Its portfolio story combines a focused consumer product with Ooventive’s confirmed technology and cloud setup, development tools, product advice, ongoing mentorship, and client introductions.

For founders, the connection is practical: establish the technology foundations, make considered product decisions, and open conversations with customers. These are complementary parts of building a business alongside the investment itself.

Capital, backed by practical support.

Alongside its investment in Retirewise.AI, Ooventive provided the technology setup, cloud infrastructure setup, and tools to support the company’s development. The relationship also includes product-development advice, ongoing mentorship, and introductions to clients.

• Technology and cloud setup. Support establishing the technology environment and cloud foundations for Retirewise.AI.
• Tools to get started. Setup of the tools needed to support the team’s work and product development.
• Product-development advice. Guidance on product-development decisions as the company builds and evolves its offering.
• Ongoing mentorship. Continued advice and a sounding board as the team works through business and technology decisions.
• Client introductions. Connections to clients to open conversations about the company’s offering.

This combines investment backing with practical help across the technical foundation, product direction, and business relationships. It reflects Ooventive’s approach to supporting founders throughout their journey.

Questions worth carrying forward.

For founders building consumer financial tools, usefulness depends on more than the model. The user needs to understand the assumptions, navigate the product, and distinguish an illustration from a certainty. Clear explanations are part of the product itself.

• Can the user understand the assumptions behind a scenario?
• Does the experience reflect the household rather than an isolated account?
• What helps someone return to update a plan as circumstances change?

Product overview based on the company’s public website. Investment year and Ooventive’s contributions confirmed by the firm. The founder perspective is editorial commentary, not a claim of measured company results.