ForUsAll is a technology-driven 401(k) advisor serving small- and mid-sized employers. The company combines investment expertise and HR technology to help hundreds of companies with 50–2,000 employees manage retirement plans. It currently manages over $500 million in retirement assets. Led by co-founder and CEO Shin Inoue, ForUsAll is focused on growing its customer base and accelerating product development. The company plans to use the new funding to accelerate technology development and hire additional staff. ForUsAll is based in San Francisco and New York City. ForUsAll offers 401(k) plans tailored to small businesses, taking on administrative and fiduciary duties to reduce employer hassle. The company positions its fees close to 0.5%, versus an industry average of about 1.3%. It reports strong participation and savings metrics, with an average participation rate of 88% and average savings rates of 7.4%. Co-founders are Shin Inoue, David Ramirez, and Dave Boudreau. ForUsAll intends to use new capital to continue expanding operations.

Total raised

$31M

Funding rounds

2

Latest round

Equity

Latest activity

Jan 2018