Tech Company Financing Transactions

401GO Funding Round

Next Frontier Capital, Impression Ventures and Rally Ventures joined a $12 million Series A funding round for 401GO. This venture round was announced on 4/23/2024.

Transaction Overview

Company Name
401GO
Announced On
4/23/2024
Transaction Type
Venture Equity
Amount
$12,000,000
Round
Series A
Investors

Next Frontier Capital (Lead Investor) (Richard Harjes)

Impression Ventures

Rally Ventures (Tom Peterson)

Stout Street Capital

Proceeds Purpose
The company intends to use the funds to accelerate its growth, bolstering its existing 401(k) and IRA platforms, enhancing and adding capabilities to its embedded financial wellness platform, as well as setting a roadmap to launch new products, such as Health Savings Accounts (HSAs) and Emergency Savings Accounts (ESAs), over the next 12-24 months.

Company Information

Company Status
Private & Independent
Industry
FinTech
Mailing Address
9815 Monroe St. 301
Sandy, UT 84070
USA
Phone
801-214-2125
Website
www.401go.com
Email Address
[email protected]
Overview
We understand how financial decisions impact families. We use technology to make our platform efficient and affordable, but it can never replace people. Which is why, from first consideration to gold watch, we'll have people to help at every point.
Profile
401GO LinkedIn Company Profile
Social Media
401GO Company Twitter Account
Company News
401GO News
Facebook
401GO on Facebook
YouTube
401GO on YouTube

Management Team

Title
Name
Email & Social
Chief Executive Officer
Dan Beck
  Dan Beck LinkedIn Profile  Dan Beck Twitter Account  Dan Beck News  Dan Beck on Facebook
Chief Financial Officer
Michelle Lesifko
  Michelle Lesifko LinkedIn Profile  Michelle Lesifko Twitter Account  Michelle Lesifko News  Michelle Lesifko on Facebook
Chief Operating Officer
Jared Porter
  Jared Porter LinkedIn Profile  Jared Porter Twitter Account  Jared Porter News  Jared Porter on Facebook
Chief Technical Officer
Nate Beck
  Nate Beck LinkedIn Profile  Nate Beck Twitter Account  Nate Beck News  Nate Beck on Facebook
Vice President
Paul Romm
  Paul Romm LinkedIn Profile  Paul Romm Twitter Account  Paul Romm News  Paul Romm on Facebook
VP - Bus. Development
Jeremy Brooks
  Jeremy Brooks LinkedIn Profile  Jeremy Brooks Twitter Account  Jeremy Brooks News  Jeremy Brooks on Facebook
VP - Bus. Development
Karli Maughan
  Karli Maughan LinkedIn Profile  Karli Maughan Twitter Account  Karli Maughan News  Karli Maughan on Facebook
VP - Client Services
Jeff Edmonds
  Jeff Edmonds LinkedIn Profile  Jeff Edmonds Twitter Account  Jeff Edmonds News  Jeff Edmonds on Facebook
VP - Client Services
Kelly Wilde
  Kelly Wilde LinkedIn Profile  Kelly Wilde Twitter Account  Kelly Wilde News  Kelly Wilde on Facebook
VP - Marketing
Jared Twitchell
  Jared Twitchell LinkedIn Profile  Jared Twitchell Twitter Account  Jared Twitchell News  Jared Twitchell on Facebook
VP - Sales
Ted Haase
  Ted Haase LinkedIn Profile  Ted Haase Twitter Account  Ted Haase News  Ted Haase on Facebook

 

 

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