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401GO

401GO

Private
Sandy, UtahFinTechhttps://401go.com/

Last Round

Series B

Dec 9, 2025

Total Funding Raised

$59.3M

Company Overview

401GO is a fintech company that provides an automated, web-based platform for the record-keeping and administration of retirement plans for small and midsize businesses.

Sector

FinTech

Verticals

Wealth Management, HR, Investment Platforms

Business Model

B2B

Customer Profile

Subscription SaaS, Usage-Based SaaS, Services & Consulting

AI Layer

Application

Keywords

401(k) administrationretirement plan softwaresmall business 401k401k techretirement techautomated 401kretirement plan sponsorfinancial adviser matchingplan admin platformSaaS retirementTPAthird party administratorcompliance automationSMB retirement benefitsfintech retirement

Historical Pricing

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Caplight Momentum Score

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401GO Comparables

Compare 401GO with similar companies based on industry and business-model similarity.

401GO comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
Gusto
86%
Ubiquity Retirement + Savings
84%
Human Interest
82%

401GO Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
Series BDec 9, 2025
Series AApr 23, 2024
Early FundingMar 15, 2024
SeedAug 12, 2021
SeedFeb 1, 2021

Key People

Founding team and executive leadership

Nathan Beck

Co-Founder And CTO

Founding Team

Dan Beck

Co-Founder CEO

Founding Team

401GO Investors

Notable investors and investment history

401GO investors
InvestorRounds
Stout Street CapitalSeries A, Seed
Next Frontier CapitalSeries B, Series A
Signal Peak VenturesSeed
Rally VenturesSeries A, Series B
Signal Peak VenturesSeed
AssureSeed
Impression VenturesSeries A, Series B, Seed

Market signals

Structured signals derived from secondary market and firmographic data.

  • Jan 1, 2025

    Named fastest-growing U.S. retirement provider by PlanSponsor surveys.

  • Dec 31, 2024

    Achieved 250% year-over-year revenue growth through 2024.

401GO Filings

SEC and related filings with document metadata.

Data table
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401GO Filings

SEC and related filings with document metadata.

Frequently Asked Questions

Common questions about 401GO's valuation, stock price, and market status.

Firmographic Details

HeadquartersSandy, Utah
Employee Range118
Year Founded2019
Last FundingDec 9, 2025

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