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401GO

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401GO – Affordable, Modern and Simple 401k Plans

Sandy, United StatesFounded 2017Fintech
Valuation $100–250M Last recorded · 2025
Revenue $1–10M Latest reported FY
Headcount 100–500 Current team size
Total funding $10–50M Disclosed equity funding
Unlock exact values This page shows ranges. Dealroom has the exact numbers for 401GO and the history behind them.

About 401GO

401GO offers retirement plan solutions, specializing in 401(k)s for small and medium-sized businesses. The company provides a comprehensive suite of services, including plan setup, administration, compliance, and investment management. It aims to simplify the process of establishing and managing a 401(k) plan, making it more accessible and affordable for smaller companies that have traditionally been underserved by larger financial institutions.

401GO's business model is centered around its technology platform, which automates many of the administrative tasks associated with retirement plan management. This automation reduces the burden on employers and allows for a more streamlined and efficient process. The company offers various pricing options to cater to the different needs and budgets of small businesses. Clients can set up a retirement plan in a short amount of time, with the company highlighting a quick and easy setup process.

In addition to serving employers, 401GO also partners with financial advisors, providing them with a platform to better serve their clients. The company has also developed a mobile application, available on both iOS and Android, which allows users to manage their 401(k) plans conveniently from their mobile devices. This includes everything from initial setup to making withdrawals.

Source: Dealroom company data

At a glance

Status
Operational
Founded
2017
Headquarters
Sandy, United States
Employees
120
Open positions
5
Dealroom signal
89.7/100
Industry
Fintech, Enterprise Software
Sub-industry
Mortgages & Lending
Sector
Fintech
Business model
SaaS
Client focus
b2b

Funding history

3 recorded events

Company financing events and reported valuations.

Deal typeDateAmountValuationInvestorsSource
SERIES B✓Equity / VC Dec 2025 $33M $132M Centana Growth Partners · Impression Ventures · Rally Ventures · NEXT Frontier Capital ↗
SERIES A✓Equity / VC Apr 2024 $12M $48M Stout Street Capital · Impression Ventures · NEXT Frontier Capital · Rally Ventures ↗
Showing the latest 2 of 3 recorded eventsBook a demo for the full funding history →

Financials

Revenue over time

Revenue, earnings and other financial measures where available. Years marked “E” are estimates.

YearRevenueGrowth
2026
2025
2024
2023
2022
2021 —
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Growth signals

401GO website traffic

Latest recorded traffic for 401GO is 86K monthly website visits, down 11.3% over the last three months. 401GO's team grew 31.9% over the past year.

Latest monthly visits86K 3-month web change-11.3% 1-year team growth+31.9%
Summary metrics are public; monthly history is available with a demoCompare with peers →

Investments and acquisitions

Capital deployed

Recent portfolio relationships for companies that also act as investors or acquirers.

Investors

8 investors on the cap table

From Dealroom's funding and investor records, grouped by the round each investor first entered.

Seed3 investors entered at this stage

  • Signal Peak Ventures
  • Impression Ventures
  • Stout Street Capital

Series A3 investors entered at this stage

  • NEXT Frontier Capital
  • Rally Ventures
  • Centana Growth Partners

Other known investors2 additional known investors

  • gener8tor
  • Green Egg Ventures
Team profiled 10 named & role-tagged
Founders Hidden — book a demo/100 quality score
Key operators 5 quality Hidden — book a demo/100
Potential founders Hidden — book a demo likely future founders
Startup mafia Hidden — book a demo alumni-founded startups
Talent movements Hidden — book a demo in · Hidden — book a demo out past 12 months

Source: Dealroom Talent Intelligence.

Global footprint

Workforce and web traffic by country
Workforce by country
3 countries with
team presence
🇺🇸 United States98.2%
🇨🇦 Canada0.9%
🇲🇽 Mexico0.9%
3 countries shown

Market sentiment

Posts on X, past 7 days

An AI-synthesised read of the highest-engagement posts about 401GO on X, ranked by likes and reposts, corporate channels excluded.

Reading the room on X — pulling top posts and synthesizing themes…

Source: X recent search ranked by engagement (likes + retweets) · Synthesis by Claude · Cached for 1 hour

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