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Silvur

B2B fintech platform for retirement planning

Overview

Silvur provides retirement planning software to credit unions and financial institutions. Its platform combines retirement plan validation, personalized financial education, and event-driven tools (like guidance for Social Security COLA) to help members plan for retirement. The product integrates with partner institutions on a subscription basis, differentiating itself through its B2B focus and emphasis on personalized education delivered at scale through financial partners. Silvur aims to reduce the risk of wealth transfer by helping members become better prepared and more engaged in retirement decisions.

Significant Headcount Growth

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About Silvur

Simplify's Rating
Why Silvur is rated
C
Rated C on Competitive Edge
Rated B on Growth Potential
Rated D+ on Differentiation

Industries

Enterprise SoftwareFintechFinancial Services

Company Size

11-50

Company Stage

Series A

Total Funding

$11.3M

Headquarters

Claymont, DE

Founded

2016

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What believers are saying

  • Silvur launched new 2026 Social Security, COLA, and Medicare content on its site.
  • Silvur added five credit union partners on February 26, 2026, showing active sales momentum.
  • FourLeaf Federal Credit Union and other partner-brand deployments validate institutional adoption in 2026.

What critics are saying

  • October 2, 2026 Michigan court denied Silvur trade-secret injunction against Jessie Palmer.
  • Silvur Insurance Services now faces public contract and counterclaim litigation in federal court.
  • If Jack Henry prioritizes larger fintechs, Silvur loses distribution and becomes a niche widget.

What makes Silvur unique

  • Jack Henry embedded Silvur into Banno, reaching roughly 8,000 institutions since May 2023.
  • Silvur doubled partner network from 8 to 17 credit unions by October 2026.
  • Rhian Horgan’s JP Morgan background and retirement content create credibility with credit unions.

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Funding

Total Funding

$11.3M

Below

Industry Average

Funded Over

2 Rounds

Series A funding typically happens when a startup has a product and some customers, and now needs funding to scale. This money is usually used to grow the team, expand marketing, and improve the product. Venture capital firms are frequently the main investors here.
Series A Funding Comparison
Below Average

Industry standards

$15M
$8.2M
$10M
$15M
$30M

Benefits

  • Health Insurance
  • Dental Insurance
  • Vision Insurance
  • Paid Vacation
  • Paid Holidays
  • Flexible Work Hours

Growth & Insights and Company News

6 month growth

12%

1 year growth

24%

2 year growth

-2%
CUbroadcast
Oct 22nd, 2026
National Credit Union Foundation welcomes Emily Leach as vp, Head of Partnerships & Fundraising.

National Credit Union Foundation welcomes Emily Leach as vp, Head of Partnerships & Fundraising. 10/22/2026 Emily Leach The National Credit Union Foundation (the Foundation) announced today that Emily Leach has joined the organization as Vice President, Head of Partnerships & Fundraising. In this role, Leach will lead efforts to cultivate strategic partnerships and engage organizations that share a commitment to improving financial well-being with and through credit unions. Working across the industry, she will cultivate partnerships and create opportunities that advance the Foundation's mission and strengthen the collective impact of the credit union movement. She joins the Foundation's Growth Team, working alongside the organization's Head of Digital Marketing and Head of Brand & Experience to elevate the Foundation's visibility, engagement, and long-term sustainability. Leach brings extensive experience in strategic partnerships, sales leadership, financial services, fintech, and community engagement. Throughout her career, she has built relationships across financial institutions, industry associations, businesses, and community organizations to advance strategic priorities and deliver meaningful impact. "Emily brings a rare combination of relationship-building skills, strategic thinking, technical expertise, and a deep understanding of the credit union system," said Lauren Culp, Executive Director at the National Credit Union Foundation. "Her experience spans Fortune 500 organizations and innovative fintech startups, giving her a unique perspective on how partnerships can drive meaningful outcomes. As we continue to expand the Foundation's reach and impact, Emily will help engage and mobilize the organizations, leaders, and resources needed to make financial well-being the throughline in everything credit unions do." Prior to joining the Foundation, Leach served as Head of Sales and Partnerships at Silvur, a retirement-focused fintech company that partners with credit unions to help members navigate retirement planning, Social Security, and Medicare. In that role, she worked at the intersection of technology, financial wellness, and credit union partnerships, helping credit unions connect members with resources that support financial confidence throughout life's transitions. Before Silvur, Leach spent more than a decade at Visa, where she held leadership positions focused on serving financial institutions and advancing payment innovation, digital adoption, financial education, and community engagement. As a regional sales leader, she partnered with financial institutions across seven states and collaborated with industry associations, chambers of commerce, universities, and community organizations to advance strategic initiatives and expand financial education efforts. "I'm honored to join the National Credit Union Foundation and contribute to an organization that has such a meaningful impact on the credit union movement," said Leach. "Credit unions have an incredible ability to improve the financial well-being of individuals, families, and communities. I'm excited to build partnerships that help strengthen that impact, bring more resources to the movement, and support the Foundation's mission for years to come." Based in Washington, D.C., Leach is passionate about bringing people, organizations, and shared purpose together to create meaningful change. Those interested in partnering with the Foundation, supporting its mission, or exploring new ways to improve financial well-being with and through credit unions are encouraged to connect with Leach at [email protected].

FF News
May 17th, 2023
Silvur Collaborates With Jack Henry To Guide Americans Age 50+ Through Key Retirement Decisions

Silvur, a financial technology company that partners with community and regional financial institutions to guide American’s through key retirement decisions, announced today that Retirement Simplified, powered by Silvur, is now accessible through the Jack HenryTM digital banking platform.Silvur leveraged the Banno Digital Toolkit™, the same set of APIs the Banno Digital Platform™ is built on, to embed its technology into the digital experiences offered by community and regional financial institutions. Access to Jack Henry’s API, design, and authenticated frameworks has enabled Silvur to directly integrate into the digital banking platform providing a seamless banking experience. This integration contributes to Jack Henry’s growing ecosystem of over 850 fintechs, providing approximately 8,000 financial institutions with relevant financial products and services for their account holders.Founded by CEO Rhian Horgan, a 17 year JP Morgan executive, Silvur has modernized what retirement decision-making in America looks like. In a sector filled with complexity, Silvur uses data to deliver bite sized, personalized education that allows Americans to retire with confidence. Through the Silvur experience consumers age 50+ have access to personalized tools and retirement calculators alongside over 1,000 lessons on topics including Social Security, Medicare, Taxes in Retirement and more. Silvur uses its powerful data platform to ensure that regional financial institutions expand their share of the retirement wallet.Rhian Horgan said: “We’re thrilled to embed our technology through Jack Henry ™ digital banking platform

Credit Union Times
Apr 28th, 2022
Curql Collective invested into Silvur in $3M on Apr 27th 22'.

The Curql Collective has made a $3 million investment in the startup Silvur, a producer of a retirement planning app, the CUSO announced Wednesday.

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