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ForUsAll
Retirement plan management
- 21-100 employees
- Fintech
- B2B
- Personal finance
- Investing
- Mobile
- China Basin, San Francisco, CA
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Company mission
To help every American build a brighter financial future.
-20% employee growth in 12 months
Our take
401(k)s aren't just about money. They're about ensuring quality of life. Managing them properly is critical to ensuring that they appreciate and accrue value in a desirable and timely manner. Proper management is no easy task, though.
ForUsAll is ushering in a new era of 401(k) management with their streamlined platform that gives investors greater control and peace of mind with their 401(k) management.
The company was founded by a team in the financial advising and financial technology fields, who recognized that traditional 401(k)s are often lacking in diversification as well as value representation. With ForUsAll, investors have greater access to a diversity of investment devices that include mutual funds, real estate and cryptocurrency. Investors are also free to choose value-based portfolios, such as environmentally-conscious companies.
Their streamlined investment approach that integrates mobile technology and accessibility is a prime reason it now manages over $1 billion in assets. Customers include Citigroup, Coca Cola and Target. Competitors such as TransAmerica and Human Interest offer similar platforms, with some investment options requiring slightly lower user fees. However, as ForUsAll continues to integrate alternative investment strategies and partner with crypto-oriented platforms such as Coinbase, a good prospect for future innovation in an often archaic 401(k) industry.
Steph
Company Specialist at Welcome to the Jungle
Benefits
- Dental & vision cover
- Generous 401(k) plan
- Stock options
- Flexible paid time off
- Work from home opportunities
- Health insurance
Funding (last 2 of 3 rounds)
Jan 2018
$21m
SERIES B
Jun 2016
$9.5m
SERIES A
Total funding: $33.8m
This company has top investors
Leadership
Cynthia Bloch
(Co-founder & CCO)Former CFO at DWT. Graduated from Dartmouth College in Economics.
David Ramirez
(Co-founder & Chief Investment Officer)Former Senior Portfolio Manager at Financial Engines and Financial Analyst at Sanli Pastore & Hill.
Dave Boudreau
(Co-founder)Former Customer Experience Designer at Financial Engines and Creative Director at Creative Touch Designs. BS in Communications Design from Fitchburg State University.