Funds scaling its 401(k) technology and its advisor and embedded partner ecosystem.
- Amount
- $33M
- Stage
- Series B
- Announced
- 9 December 2025
- Lead
- Centana Growth Partners
- Other investors
- Next Frontier Capital, Rally Ventures, Impression Ventures
- Use of funds
- Funds scaling its 401(k) technology and its advisor and embedded partner ecosystem.
- Checked
- Announced by the company