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401GO

401GO

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

Last Round

Series B

Dec 9, 2025

Total Funding Raised

$59.3M

Momentum

Top 25%

of companies Caplight tracks

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, Compliance, Workflow Automation

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

Historical view of private secondary pricing and transaction trends.

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

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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%
ShareBuilder Advisors, LLC
83%

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
Rally VenturesSeries A, Series B
Signal Peak VenturesSeed
AssureSeed
Impression VenturesSeries A, Series B, Seed
Centana Growth PartnersSeries B

Market signals

Structured signals derived from secondary market and firmographic data.

  • Aug 1, 2026

    Open roles increased to 96, 81% of headcount.

  • Jul 13, 2026

    Open roles increased to 63, representing 53% of headcount.

Recent news

Latest coverage and updates

  • hiresAug 7, 2026

    401GO hired Brad Sawaya as chief financial officer on Aug 7th '26.

  • hiresAug 7, 2026

    401GO hired Marc Jacobs as chief revenue officer on Aug 4th '26.

401GO Filings

Explore SEC and related filing metadata, where available.

401GO filings preview — column headings only; records require access
TypeDateAmount OfferedAmount SoldFilingPagesDownload

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Frequently Asked Questions

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

Is 401GO a public or private company?

401GO is a private company.

What is the current stock price of 401GO?

401GO is a private company, so its shares have no public market price. Caplight tracks 401GO's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.

How much is 401GO worth (valuation)?

Valuation information for 401GO is not publicly available.

Can I buy 401GO stock?

401GO shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.

When was 401GO's last funding round?

401GO's most recent funding round was Series B on December 9, 2025.

Who are the main investors in 401GO?

Key investors in 401GO include Next Frontier Capital, Assure, Impression Ventures, Centana Growth Partners.

Will 401GO IPO soon?

No public IPO plans have been announced for 401GO.

How can I track 401GO secondary market activity?

Caplight tracks bids, offers, and trades in 401GO's shares on secondary markets.

Firmographic Details

HeadquartersSandy, Utah
Employee Range106
Year Founded2019
Last FundingDec 9, 2025

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