We’re fixing the retirement savings system—come join us.
We’re on a mission to make saving for retirement easy. Our platform helps people digitally locate their old 401(k) and transfer it seamlessly into a new account at any financial institution – without the paperwork, phone calls, and faxes of the past. In doing so, we’re automating the process by which $500 billion in 401(k) assets is rolled over each year. We’re also making sure that the 15 million 401(k) account holders who change jobs annually don’t do the wrong thing with their assets – like cash them out, leave them behind, or pay excessive fees that erode their savings over time.
But that’s not where we’re stopping. We believe all Americans should retire with enough money for a life of dignity. Over time, we intend to eliminate all of the friction in the retirement savings system that stops them from doing so.
We’ve raised capital from leading venture investors like Canapi Ventures, Greycroft, RRE Ventures, Bling Capital and Walkabout Ventures.