San Francisco based fintech company focused on 401(k) and employee stock purchase plan benefits raised $18m in Series A funding led by O1 Advisors.
“This is the first company to help people take advantage of their unused 401(k) match and ESPP [Employee Stock Purchase Plans], but there are many businesses that have paved the way for it to exist,” Jones and Clayborne told The Plug, acknowledging other cash advance and investment fintechs in the space like Acorns and Betterment, which have simplified access to investment and retirement accounts.