401kplans.com

Financial ServicesSeedNaples, US401kplans.com

Latest round

Seed

Last raised

Dec 2018

Total raised

Undisclosed

Investors

1

About 401kplans.com

com LLC specializes in offering a digital platform that aids financial advisors in managing and selecting retirement plans.com provides a comprehensive platform that streamlines the retirement plan proposal process for financial advisors. It allows real-time comparisons of various 401(k) providers and investment managers, facilitating the selection of the most appropriate retirement plans for clients.com operates on a no-cost service model for financial advisors, who can register and use the platform without charge. Revenue is generated through partnerships with over twenty 401(k) providers, who may pay fees based on successful transactions from proposals generated through the platform.com intends to invest in the development of new features and tools for its platform. The company is exploring options to expand into additional geographical markets across the US, focusing on regions where retirement planning services are increasingly in demand.

Who invested in 401kplans.com

1 investor across 1 round

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Funding rounds

  1. Seed

    Dec 21, 2018

    Amount

    Undisclosed

    Investors

    Locked

Questions about 401kplans.com

Who invested in 401kplans.com?

401kplans.com has 1 investor on record across 1 venture round. Sign up free to see every VC on the cap table and the rounds they joined.

How much funding has 401kplans.com raised?

401kplans.com has raised 1 venture round. Sign up free to see how much each round raised and the total.

When did 401kplans.com last raise money?

401kplans.com's most recent round on record is a Seed, in Dec 2018.

What does 401kplans.com do?

com LLC specializes in offering a digital platform that aids financial advisors in managing and selecting retirement plans.

Where is 401kplans.com headquartered?

401kplans.com is headquartered in Naples, US.

Which VCs invest in companies like 401kplans.com?

Among active investors with capital left to deploy, Radical Ventures, Ribbit Capital, TrueBridge Capital Partners and Tribe Capital back financial services companies at 401kplans.com's stage. Their profiles are linked below.

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