401GO Secures $33M to Expand Advisor and Employer-Focused 401(k) Platform

401GO, a Utah-based fintech modernizing small-business retirement plans, has raised thirty-three million dollars in Series B funding. The round introduced Centana Growth Partners as a new investor, while Next Frontier Capital, Rally Ventures, and Impression Ventures returned after backing earlier rounds. The company plans to use the capital to expand embedded partnerships with human capital management providers, financial institutions, and financial advisors while continuing to scale its technology, product lineup, and team.

401GO develops a fully owned 401(k) platform built to serve both financial advisors and employers. Advisors use the firm’s portal, dashboards, pricing tools, proposal builder, automated invoicing, and reporting capabilities to monitor plans and manage client relationships more efficiently. Employers rely on the platform’s streamlined setup, automated compliance, intuitive mobile experience, and customer support to deliver affordable retirement plans without the friction of legacy systems. The technology enables processes such as plan creation, maintenance, and participant onboarding to be completed in minutes, supported by dedicated service teams.

The company now serves over five thousand employer clients and fifty thousand participants and manages more than one billion dollars in assets. As 401GO invests in expanded partnerships and product development, its advisor-led distribution model and employer-focused efficiency aims to broaden access to modernized retirement plans for small businesses seeking simplicity and advisors seeking scalable plan management.

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