echoloc

401GO Tech Stack

401(k) administration platform automating setup and compliance for advisors

Financial Services Sandy, Utah 51–200 employees Founded 2017 Privately Held

401GO is a fintech platform that automates 401(k) plan setup and day-to-day administration—the core operations work that traditionally requires manual effort. Their tech stack emphasizes operational efficiency (Jira, Confluence, Productboard) and sales execution (HubSpot, Looker, Tableau), with active adoption of HubSpot signaling investment in sales process standardization. The hiring mix is heavily sales-focused (5 of 9 open roles), paired with ongoing projects around repeatable sales process development and partner segmentation, indicating a growth-stage shift from product-to-market fit toward scaled revenue operations.

Tech Stack 19 technologies

AdoptingHubSpot

What 401GO Is Building

Challenges

  • Meeting growth and revenue targets
  • Standardizing repeatable sales process
  • Partner enrichment & segmentation
  • Driving growth
  • Increasing wallet share
  • Recruiting new advisors
  • Integration failures
  • Data mismatches
  • Authentication issues
  • Improving compliance process efficiency

Active Projects

  • Repeatable sales process development
  • Partner enrichment & segmentation
  • Data enrichment
  • Multi-year account strategy development
  • Contract negotiation and product approval
  • Sales enablement and adoption of firm solutions
  • Advisory education and training
  • Investment lineup setup
  • Lead follow-up and advisor activation
  • Api integration configuration for payroll providers

Hiring Activity

Accelerating9 roles · 6 in 30d

Department

Sales
5
Engineering
1
Finance
1
Marketing
1
Support
1

Seniority

Mid
3
Senior
3
Manager
2
Director
1

Notable leadership hires: Sales Director

Company intelligence

Find more companies like 401GO by tech stack, pain points and active projects

Get started free

About 401GO

401GO builds automation-first software for 401(k) plan administration, targeting financial advisors, payroll providers, and benefits brokers. The platform reduces setup friction and operational overhead while maintaining direct advisor relationships—the company explicitly does not automate advisory relationships themselves. Founded in 2017 and based in Sandy, Utah, the company operates with 51–200 employees and is pursuing growth through partner channels and direct advisor outreach. Current pain points cluster around sales process standardization, data integrity across payroll integrations, and advisor recruitment—areas directly reflected in their active project portfolio.

HeadquartersSandy, Utah
Company Size51–200 employees
Founded2017
Hiring MarketsUnited States

Frequently Asked Questions

What tech stack does 401GO use?

401GO uses Confluence, Jira, and Productboard for product development; HubSpot, Looker, and Tableau for sales and analytics; Zendesk for support; and integrations with ADP Workforce Now and Paylocity for payroll connectivity.

Is 401GO hiring sales roles?

Yes. Sales represents 5 of their 9 active roles (56% of open headcount), with a Sales Director posting among recent openings, reflecting acceleration in go-to-market hiring.

Where is 401GO headquartered?

401GO is headquartered in Sandy, Utah. All hiring is currently in the United States.

How this profile is built

401GO's technology stack, projects, and hiring signals are inferred from public hiring and company data — career pages, public listings, and company web presence — then clustered and de-duplicated. Figures are estimates that refresh over time. Read our full methodology →

This is not an official vendor or customer list. It is a technology-adoption signal inferred from public data, intended for B2B research.