401GO, a Sandy, Utah-based fintech company that provides a fully owned 401(k) platform, has secured $33 million in Series B funding.
Investors
The round was led by Centana Growth Partners, with participation from existing investors Next Frontier Capital, Rally Ventures, and Impression Ventures.
Centana Growth Partners is a specialized growth equity firm focused on investing in the future of finance. The firm works with companies across the entire financial services ecosystem, from established institutions to fintech disruptors, to create strategic, long-term value for its portfolio companies. Centana empowers entrepreneurs by providing a combination of capital, networks, and expertise to accelerate growth.
401GO Use of Funds
The company will use the funding to expand embedded partnerships, grow its team, enhance product offerings, and scale 401GO’s end-to-end retirement technology platform.
About 401GO
Led by CEO Dan Beck, 401GO is a financial technology (fintech) company that has developed a fully-owned, proprietary software platform to manage the entire 401(k) lifecycle. It offers a unified system with consistent payroll integrations and holistic partner services. Through its innovative blend of cutting-edge technology and personalized human support, 401GO empowers individuals to secure their financial futures with confidence while enabling financial advisors, payroll providers, and HR teams to deliver retirement plans seamlessly. The company serves over 5,000 customers and 50,000 participants, with more than $1 billion in assets under management.
Funding Details
Company: 401GO
Raised: $33.0M
Round: Series B
Funding Date: December 2025
Lead Investor: Centana Growth Partners
Additional Investors: Next Frontier Capital, Rally Ventures, Impression Ventures
Company Website: https://401go.com/
Software Category: 401(k) Technology / Retirement Platform / WealthTech
Source: https://www.businesswire.com/news/home/20251209173420/en