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Micruity Raises $20M in Series A Funding led by Rebalance Capital and Nationwide Ventures. The funds will be used to expand operations and development efforts.

PRIVATEDec 04, 2025

Amount Raised

$20 Million

Round Type

Series A

San FranciscoFinancial Services

Investors

Reinsurance Group Of America (Rga)TIAA VenturesThe Guardian Life Insurance Company Of America (Guardian)Prudential FinancialWestern And Southern Financial GroupSixThirty VenturesCollab CapitalJ.P. Morgan Asset ManagementState Street Investment ManagementAllianz Life Insurance Company Of North AmericaPacific LifeRebalance CapitalNationwide Ventures

Description

Micruity, a NYC-based infrastructure company developing retirement and lifetime income solutions, raised $20M in Series A funding. The round was led by Rebalance Capital and Nationwide Ventures, with participation from various investors. The company intends to use the funds to expand operations and its development efforts. Led by CEO Trevor Gary, Micruity partners with financial institutions to help millions of savers build reliable income throughout retirement.

Quick answer

Micruity raised $20 Million in a Series A round, dated December 4, 2025. Investors: Reinsurance Group Of America (Rga), TIAA Ventures, The Guardian Life Insurance Company Of America (Guardian), Prudential Financial, Western And Southern Financial Group, SixThirty Ventures, Collab Capital and J.P. Morgan Asset Management. Micruity is based in San Francisco, California, United States.

How much did Micruity raise?
Micruity raised $20 Million in a Series A round on December 4, 2025.
Who invested in Micruity?
Reinsurance Group Of America (Rga), TIAA Ventures, The Guardian Life Insurance Company Of America (Guardian), Prudential Financial, Western And Southern Financial Group, SixThirty Ventures, Collab Capital and J.P. Morgan Asset Management are named as investors in this round.
What does Micruity do?
Micruity is a financial technology infrastructure company on a mission to improve retirement income security.
Where is Micruity based and how big is it?
Micruity is based in San Francisco, California, United States.
Who are the decision-makers at Micruity?
Fundz holds 2 contacts at Micruity, including the Founder and CEO. Names and contact details are shown to Fundz members.

Source: Fundz verified event record.

Who else raised in Financial Services around the same time

Companies in the same sectors as Micruity that raised within 45 days of this round, from Fundz verified event records.

  • Moove raised $10M (Debt Financing) on January 18, 2026.
  • Veera raised $10M (Seed) on January 16, 2026.
  • Crypto Co raised $230K on January 15, 2026.
  • Ryan raised an undisclosed amount on January 15, 2026.
  • Xoxoday raised an undisclosed amount (Series C) on January 15, 2026.
  • GBank Financial Holdings raised $11M on January 14, 2026.

Who to call at Micruity, and when

A new round usually means Micruity is about to hire and buy. The teams that reach out first get the meeting.

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Company Information

Company

Micruity

Location

San Francisco, California, United States

About

Micruity is a financial technology infrastructure company on a mission to improve retirement income security. The Micruity Advanced Routing System (MARS™) facilitates frictionless data sharing between insurers, asset managers, and record keepers through a single point of service that lowers the administrative burden for plan sponsors and enables them to turn retirement savings plans into retirement income plans at scale. To learn more about how Micruity is transforming the retirement planning landscape, visit www.micruity.com. About SixThirty Ventures SixThirty is a global venture capital firm that works with the bold on big ideas in fintech, insurtech, privacy, and digital health. SixThirty believes collaboration is the heart of innovation and disruption. Their unique platform brings startups and institutions together to collaborate, creating a force multiplier for both. Learn more at sixthirty.co. About Allianz Life Insurance Company of North America Allianz Life Insurance Company of North America, one of the FORTUNE 100 Best Companies to Work For® and one of the Ethisphere World’s Most Ethical Companies®, has been keeping its promises since 1896 by helping Americans achieve their retirement income and protection goals with a variety of annuity and life insurance products. In 2020, Allianz Life provided additional value to its policyholders via distributions of more than $10.1 billion. As a leading provider of fixed index annuities, Allianz Life is part of Allianz SE, a global leader in the financial services industry with approximately 150,000 employees in more than 70 countries. Allianz Life is a proud sponsor of Allianz Field® in St. Paul, Minnesota, home of Major League Soccer’s Minnesota United. *Allianz Life conducted an online survey, the 2021 Q4 Allianz Life Quarterly Market Perceptions Study, in December 2021 with a nationally representative sample of 1,004 respondents age 18+. Guarantees are backed by the financial strength and claims-paying ability of the issuing company. Variable annuity guarantees do not apply to the performance of the variable subaccounts, which will fluctuate with market conditions. Products are issued by Allianz Life Insurance Company of North America, 5701 Golden Hills Drive, Minneapolis, MN 55416-1297. Variable annuities are distributed by its affiliate, Allianz Life Financial Services, LLC, member FINRA. About Franklin Templeton Franklin Resources, Inc. (NYSE:BEN) is a global investment management organization with subsidiaries operating as Franklin Templeton and serving clients in over 165 countries. Franklin Templeton’s mission is to help clients achieve better outcomes through investment management expertise, wealth management and technology solutions. Through its specialist investment managers, the company brings extensive capabilities in equity, fixed income, multi-asset solutions and alternatives. With offices in more than 30 countries and approximately 1,300 investment professionals, the California-based company has 75 years of investment experience and over $1.5 trillion in assets under management as of December 31, 2021. For more information, please visit franklinresources.com. About Pacific Life For more than 150 years, Pacific Life has helped millions of individuals and families with their financial needs through a wide range of life insurance products, annuities, and mutual funds, and offers a variety of investment products and services to individuals, businesses, and pension plans. Whether your goal is to protect loved ones or grow your assets for retirement, Pacific Life offers innovative products and services that provide value and financial security for current and future generations. Pacific Life counts more than half of the 100 largest U.S. companies as its clients and has been named one of the 2021 World’s Most Ethical Companies® by the Ethisphere Institute. For additional company information, including current financial strength ratings, visit www.PacificLife.com. Pacific Life refers to Pacific Life Insurance Company and its affiliates, including Pacific Life & Annuity Company. Client count as of June 2021 is compiled by Pacific Life using the 2021 FORTUNE 500® list. About Western & Southern Financial Group Founded in Cincinnati in 1888 as The Western and Southern Life Insurance Company, Western & Southern Financial Group, Inc., a Fortune 500 company, is the parent company of a group of diversified financial services businesses. Its assets owned ($66.8 billion) and managed ($45.8 billion) totaled $112.6 billion as of Sept. 30, 2021. Western & Southern is one of the strongest life insurance groups in the world. Its seven life insurance subsidiaries (The Western and Southern Life Insurance Company, Western-Southern Life Assurance Company, Columbus Life Insurance Company, Gerber Life Insurance Company, Integrity Life Insurance Company, The Lafayette Life Insurance Company, and National Integrity Life Insurance Company) maintain very strong financial ratings. Other member companies include Eagle Realty Group, LLC; Fort Washington Investment Advisors, Inc.;1 IFS Financial Services, Inc.; Touchstone Advisors, Inc.;1 Touchstone Securities, Inc.;2 W&S Brokerage Services, Inc.;1,2 and W&S Financial Group Distributors, Inc. Western & Southern is the title sponsor of seven major community events every year, including the Western & Southern Open, a premier event in the U.S. Open Series played each August by the world’s top-ranked professional male and female tennis players. 1 A registered investment adviser. 2 A registered broker-dealer and member FINRA/SIPC. Review our current financial ratings.

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Related People

2 contacts
Verified contactsTrevor G., Founder and CEO hidden hiddenSee plans and pricing
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