# ForUsAll

Startup profile on Capital Atlas: https://capitalatlas.ai/startups/forusall

- Industry: Software
- Headquarters: San Francisco, US
- Website: http://www.forusall.com
- Total disclosed funding: $34M
- Latest round: Series B (Jan 18, 2018)
- Investors on record: 2

## About

ForUsAll, Inc. modernizes 401(k) plans by providing tailored retirement solutions aimed at startups and small businesses, enhancing employee engagement and financial literacy through innovative services.ForUsAll, Inc. was founded in 2013 in San Francisco, US, and specializes in optimizing 401(k) plans for startups and small businesses. The company has undergone no significant strategic pivots since its inception. Co-founders Dave Boudreau and David Ramirez launched the firm, with CEO Jeff Schulte overseeing operations. The company raised a total of USD 21.00 mn in its most recent Series B funding round led by Ribbit Capital on January 18, 2018, which is also the total amount raised to date. ForUsAll has completed three deals overall.ForUsAll specializes in modernizing 401(k) plans by offering a range of tailored retirement solutions designed primarily for startups and small businesses. The company's core offerings include a fully automated 401(k) platform that integrates seamlessly with over 200 payroll providers, allowing businesses to enhance existing retirement plans without switching providers. This platform also features unique investment options, including cryptocurrency, aiming to attract top talent while maximizing tax savings for employees and employers alike. ForUsAll’s services cater to companies across various sectors seeking to provide a competitive retirement solution that is employee-focused, cost-effective, and compliant with regulations. Their customer base includes over 550 companies and more than 100,000 employees across the United States, with a commitment to delivering innovative solutions that adapt to the evolving needs of the workforce.ForUsAll generates revenue primarily through subscription-based services associated with their 401(k) plans, which include plan setup, administration, and ongoing support. Businesses typically engage with the company by subscribing to its platform, which offers tailored retirement solutions without incurring setup fees, thereby maximizing savings for both the employer and employees. The company’s pricing structure emphasizes affordability and flexibility, allowing clients to select from various service plans that align with their specific needs. The revenue model is designed to foster long-term partnerships with B2B clients, ensuring consistent support and services that enable effective retirement planning. Through their offerings, ForUsAll aims to deliver a comprehensive retirement service that not only meets compliance requirements but also enhances employee engagement and financial literacy through professional guidance and investment options.Following the recent Series B funding round of USD 21.00 mn led by Ribbit Capital in January 2018, ForUsAll plans to invest in the development of additional features for its 401(k) platform with a focus on enhancing user experience and expanding investment options. The company is targeting geographic expansion into new markets, particularly in the Midwest and Southeast regions of the US, by the end of 2024. This strategic growth approach aims to capture a larger share of the small business segment seeking modern retirement solutions.

## Funding rounds

- Series B, Jan 18, 2018, $21M — Foundation Capital, Ribbit Capital
- Series A, Mar 30, 2016, $9.5M — Foundation Capital
- Seed, Dec 17, 2014, $3.3M — Foundation Capital

## Investors

- Foundation Capital (https://capitalatlas.ai/funds/foundation-capital) — Seed, Series A, Series B
- Ribbit Capital (https://capitalatlas.ai/funds/ribbit-capital) — Series B