Last deal

Amount

Seed

Stage

21.12.2018

Date

1

all rounds

General

About Company
401kplans.com is a digital retirement plan marketplace for financial advisors.

Industry

Sector :

Subsector :

Keywords :

founded date

01.01.2016

Number of employees

Company Type

For Profit

Last funding type

Seed

IPO status

Private

Description

The company's platform uses technology to bring process, efficiency, and transparency to small plan retirement distribution, providing real-time data on retirement plan activity and displaying plan pricing, services, and investments in a consistent, accurate, and transparent format. This assists financial advisors and TPA's, supports the business models and value propositions of Providers and Investment Managers, and makes small plan distribution much more efficient in a retirement plan transaction. Financial advisors use the application to benchmark, prospect, perform due diligence, and solicit proposals from top 401k providers.
Contacts

Social url