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ForUsAll

ForUsAll

Private
San Francisco, CaliforniaFinTechhttps://www.forusall.com/

Last Round

Debt

Sep 26, 2022

Est. Valuation

$34M

Total Funding Raised

$43.53M

Momentum

Top 5%

of companies Caplight tracks

Company Overview

ForUsAll is a fintech company that provides a cloud-based 401(k) retirement plan platform for small and mid-sized businesses, offering administrative services, fiduciary advice, and access to alternative investments like cryptocurrency.

Sector

FinTech

Verticals

Wealth Management, HR, RegTech, Investment Platforms

Business Model

B2B2C

Customer Profile

Subscription SaaS, Payment Processing Fee, Services & Consulting

AI Layer

Non-AI

Keywords

small business 401k401(k) providercrypto 401kretirement plan administrationfiduciary services3(16) fiduciarypayroll integrationretirement techbenefits administration platform403(b) plansinvestment advisory services3(38) fiduciarySafe Harbor 401(k)alternative asset 401kself-directed brokerage

Historical Pricing

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

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ForUsAll Comparables

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

ForUsAll comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
ShareBuilder Advisors, LLC
86%
401GO
85%
Ubiquity Retirement + Savings
85%

ForUsAll Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
DebtSep 26, 2022
DebtApr 27, 2020
Series BJan 18, 2018
Series AJun 29, 2016
SeedJan 6, 2015
Seed
Dec 1, 2014

Key People

Founding team and executive leadership

Cynthia Bloch

Chief Compliance Officer, Co-Founder

Founding Team

David Ramirez

Co-Founder Chief Investment Officer

Founding Team

Bhavani Yanamadala

Head of Engineering CTO

Executive Team

ForUsAll Investors

Notable investors and investment history

ForUsAll investors
InvestorRounds
Ribbit CapitalSeries B

Market signals

Structured signals derived from secondary market and firmographic data.

  • Jul 27, 2026

    Open roles increased to 119, 2.43x headcount.

  • Jul 24, 2026

    Monthly visitors grew 119% MoM, reaching 57.1K.

ForUsAll Filings

SEC and related filings with document metadata.

Data table
TypedDateAmount OfferedAmount SoldFillingPagesDownload
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ForUsAll Filings

SEC and related filings with document metadata.

Frequently Asked Questions

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

Firmographic Details

HeadquartersSan Francisco, California
Employee Range46
Year Founded2012
Last FundingSep 26, 2022

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