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401GO

Can a fully in-house, vertically integrated 401(k) platform become the embedded retirement infrastructure layer for SMB-facing HCM providers and financial institutions?

Founded2019
HQSandy, UT
FoundersDan Beck, Nate Beck
Total raised$45M+
Latest roundSeries B, December 2025
IndustryFintech / Investment
The story

Founded in 2019 by Dan and Nate Beck after firsthand frustration with legacy 401(k) providers that neglected small businesses. 401GO built a fully in-house, vertically integrated 401(k) recordkeeping and compliance platform — a deliberate differentiation from competitors that outsource to third-party record-keepers. The company has pivoted toward an embedded finance model, partnering with HCM providers, payroll platforms, and financial institutions to white-label its retirement infrastructure, positioning itself as the back-end retirement OS for the SMB market.

Last 12 months
2025-12
Product timeline
2019
Dan and Nate Beck founded 401GO after Dan experienced firsthand the high cost and complexity of setting up a 401(k) for his small business.· pivot
2022
Secured a $3M growth capital term loan from Silicon Valley Bank to develop new products and expand partnerships.· banking
2023
Raised $12M Series A to scale the vertically integrated 401(k) technology platform.· ipo
2024
Launched Payroll Integration API enabling direct payroll system connectivity for contribution submissions.· banking
2025
Raised $33M Series B led by Centana Growth Partners to expand embedded partner ecosystem with HCM providers, financial institutions, and advisors.· banking
The stack
Accounting gap: significant