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ForUsAll Stock

ForUsAll fixes retirement plans for millions of small and medium sized businesses.

About ForUsAll Stock

We’re a well-funded Series B financial technology shop that’s expanding hard-working Americans’ access to 401(k) plans. We’re helping the underserved – and the dreadfully served – get good, honest retirement plans at work. Founded by experts who transformed the 401(k) for Fortune 500 companies, we’re backed by prominent venture capital and financial technology veterans who share our vision of bringing that expertise to small and mid-size companies. By leveraging that expertise, we’ve re-imagined the 401(k) from the ground up, removing much of the administrative workload and compliance risk for employers. For employees, we’ve replaced alienating jargon with plain English, and added a user experience that’s worth, well, experiencing. And, all of this for less than half the typical cost. Results? • Works - 88% participation and 8% savings rates • Frugal - All-in employee fees less than 0.55% • Easy - Allows employers to delegate virtually all plan administrative functions

Funding History

December 2014$3.3M
June 2016$9.5M
January 2018$21.0M

Management

CEO

Jeff Schulte

Founder

David Ramirez

Founder

Cynthia Bloch

Founder

Dave Boudreau

Press

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EquityZen does not have an affiliation with, formal relationship with, or endorsement from ForUsAll or any companies feature above. This profile is based on publicly available information and is intended to be informative in nature.

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