401Go

401Go

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

Last Round

Series B

Dec 9, 2025

Total Funding Raised

$59.3M

Momentum Score

50 /100

Company Overview

401Go is a financial technology company that offers a web application for record-keeping and administration of retirement plans, simplifying the process for small businesses to provide automated 401(k) plans for their employees.

Sector

FinTech

Verticals

Wealth Management, HR, RegTech

Business Model

B2B

Customer Profile

Subscription SaaS, Payment Processing Fee, Services & Consulting

AI Layer

Non-AI

Keywords

401(k) plansSMB 401(k)small business 401(k)401(k) platformautomated plan administrationretirement tech401(k) recordkeepingpayroll integrationfiduciary services401(k) compliance3(38) fiduciarySolo 401(k)financial advisor toolsplan sponsor servicesassets under managementAUM

Historical Pricing

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Caplight Momentum Score

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401Go Comps

Public and private peers based on sector, stage, and business model.

CompanyStatusEst. ValuationRev Multiple
OpenAIPrivate$86.0B~40x
CoherePrivate$5.0B--
Competitor 1Public$XX.XBXXx
Competitor 2Public$XX.XBXXx

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401Go Funding Rounds

Historical fundraising activity

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

InvestorRounds
Stout Street CapitalSeries A, Seed
Next Frontier CapitalSeries B, Series A
Rally VenturesSeries A, Series B
Signal Peak VenturesSeed
Impression VenturesSeries A, Series B, Seed
Centana Growth PartnersSeries B

401Go Filings

SEC and related filings with document metadata.

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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 Range102
Year Founded2017
Last FundingDec 9, 2025

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