- Headquarters
- Sandy, Utah
- Employees
- 51–200
- Founded
- 2017
- Business Model
- B2B
- Website
- 401go.com
- Total Funding
- $47.0M
- Last Round
- $33.0M Series BDec 2025
- Rounds
- 3
About
401GO is a fintech retirement benefit platform headquartered in Sandy, Utah, founded in 2017 by Dan Beck (CEO), Nate Beck (CTO), and Jared Porter (COO). The company set out to solve a problem its founders experienced firsthand: small businesses had limited, expensive, and confusing options for offering 401(k) retirement plans. 401GO built proprietary automation technology that radically simplifies 401(k) plan setup — reducing it to approximately 15 minutes — and automates ongoing plan administration, compliance, and payroll integration. The platform serves small and medium-sized businesses as well as large enterprises, partnering with financial advisors, payroll providers, human capital management platforms, and benefits brokers. Unlike legacy recordkeepers built on pre-internet infrastructure, 401GO uses modern technology to eliminate manual processes while deliberately preserving human relationships for support. The company has won the NAPA Advisors' Choice Recordkeeper Award four consecutive years and raised a Series A round of $12 million in May 2024.
Summary
401GO is a Fintech company based in Sandy, United States, founded in 2017. It has raised $47.0M in total across 3 rounds, most recently a $33.0M Series B round in Dec 2025. Investors include NEXT Frontier Capital, Centana Growth Partners and Impression Ventures.
Tech & App Stack
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Funding History
Dec 2025
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Seed through Series B — per-round amounts, valuations, and who invested in each round.
Investors
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