Partnership offers more retirement options for small businesses and advisors
SLC, UT – 401GO and DriveWealth announced today that the companies have entered
into a strategic partnership that will allow 401GO to offer IRA plans to customers for the
The partnership brings together DriveWealth as the custodian for 401GO, who
specializes in retirement and investing for small to medium-sized businesses.
“DriveWealth has the same tech-centric approach that we do and is far more technically
capable than most other custodians. I’m certain they can keep pace with our rapid
technical advancements and needs,” said Dan Beck, CEO of 401GO.
Financial advisors and small businesses that use 401GO will now be able to offer IRAs
to their clients or employees as an addition or alternative to a 401(k).
“Together with 401GO, we’re providing customers with a seamless experience as they
manage retirement account conversions and investments,” said Stan Smith, Managing
Director at DriveWealth. “We’re thrilled to partner with such an innovative company and
help millions of Americans take control of their financial wellbeing and prepare for
401GO provides a comprehensive retirement solution for small businesses and financial
advisors with automation technology and industry-leading support.
DriveWealth, a global fintech investment rail and pioneer of fractional equities trading, is a visionary technology company that empowers more than 100 partners around the world to engage their customers by placing the markets in the palm of their hands. They believe the future is fractional, transactional, and mobile. Every mobile device should be a gateway to accessing investing and savings products, services, advice, and assistance for global citizens of all ages, wealth stages, and levels of financial expertise. DriveWealth’s consultative support and cloud-based, modern technology platform allow partners to seamlessly offer branded investing experiences to drive customer acquisition, loyalty, retention, and revenue growth. For more information, please visit drivewealth.com or connect on Twitter or LinkedIn.