401GO raises $33 million in Series B funding, led by Centana Growth Partners, to enhance its integrated 401(k) technology and expand its ecosystem of advisors and partners.

Target Information

401GO, a leading fintech firm based in Sandy, Utah, has successfully raised $33 million in Series B funding. This investment round was spearheaded by Centana Growth Partners, with support from existing investors including Next Frontier Capital, Rally Ventures, and Impression Ventures. 401GO is recognized for its fully-integrated 401(k) technology platform, designed to streamline retirement solutions for companies by avoiding reliance on outdated recordkeeping systems and third-party compliance tools.

Since its inception, 401GO has distinguished itself by offering a unified system that provides seamless payroll integrations and comprehensive services to its partners. Currently, the company serves over 5,000 customers, manages assets exceeding $1 billion, and is noted as the fastest-growing retirement service provider in the United States, as indicated by surveys from PlanSponsor in 2024 and 2025.

Industry Overview

The retirement plan industry in the United States is undergoing a significant evolution, spurred by the implementation of the SECURE Act and the proliferation of state-sponsored retirement programs. Forecasts suggest tha

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Centana Growth Partners

invested in

401GO

in 2025

in a Series B deal

Disclosed details

Transaction Size: $33M

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