401GO Raises $33M Series B to Scale Integrated 401(k) Platform 

401GO, a fully integrated 401(k) platform, has secured $33 million in Series B funding led by growth equity firm Centana Growth Partners, with participation from existing investors Next Frontier Capital, Rally Ventures, and Impression Ventures. The new round comes less than two years after the company’s $12 million Series A raise and underscores continued investor confidence in its technology-driven approach to workplace retirement plans.  

The fresh capital will be used to deepen 401GO’s embedded partnerships with human capital management providers, financial institutions, and financial advisors, while expanding its team, product set, and end-to-end technology stack. The company’s platform is built to deliver a streamlined, fully in-house solution—covering recordkeeping, compliance, onboarding, payroll integration, and participant experience—rather than relying on a patchwork of legacy vendors.  

“We believe the market is demanding reliable 401(k) solutions, not fragmented systems built on a mix of old vendors,” said Dan Beck, CEO and co-founder of 401GO. “We are now scaling our in-house technology to meet that demand across the entire partner ecosystem.”  

Based in Sandy, Utah, 401GO has grown to serve more than 5,000 employer clients and 50,000 participants, overseeing more than $1 billion in retirement assets. Centana Partner Ben Cukier said his firm views 401GO as a differentiated player in wealth and retirement technology, noting that its integrated platform helps modernize essential financial infrastructure for small and mid-sized businesses and their advisors.