401GO Tech Stack

401(k) administration platform automating setup and ongoing compliance

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

401GO automates 401(k) plan setup and administration for mid-market employers and advisors. The tech stack—Confluence, Notion, HubSpot, Looker, Tableau—reflects a sales-led, operations-heavy organization building repeatable processes and partner ecosystems. Active hiring is skewed toward sales (6 roles) and support (3), with leadership gaps in sales direction, signaling scaling pressure against revenue and growth targets.

Tech Stack 18 technologies

Core StackConfluence Zendesk Canva Figma Jira Looker Tableau Adobe InDesign Adobe Illustrator Adobe Photoshop HubSpot WordPress After Effects Notion Google Workspace Productboard SQL Microsoft Office

AdoptingHubSpot

What 401GO Is Building

◆Challenges

Meeting growth and revenue targets
Standardizing repeatable sales process
Partner enrichment & segmentation
Operational inefficiencies
Increasing sales pipeline
Improving asset growth
Documentation or training gaps
Technical or operational gaps
Improving predictability
Reducing churn

▲Active Projects

Repeatable sales process development
Partner enrichment & segmentation
Data enrichment
Strategic sales plans
Go-to-market strategies
New product launch training
Kpi reporting system
Client-facing educational content
E-learning modules development
Training materials design

Hiring Activity

Accelerating10 roles · 10 in 30d

Department

Sales

6

Support

3

Marketing

2

Product

1

Seniority

Manager

3

Mid

3

Senior

2

C-Level

1

Director

1

Junior

1

VP

1

Notable leadership hires: Sales Director

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About 401GO

401GO is a fintech platform that simplifies 401(k) plan administration through automation, targeting employers, financial advisors, payroll providers, and benefits brokers. Founded in 2017 and headquartered in Sandy, Utah, the company operates in the 51–200 employee range with a distributed U.S.-based workforce. The product handles setup, compliance, and ongoing administration; the business model centers on reducing client workload and cost while maintaining high-touch advisor relationships through a dedicated support team.

HeadquartersSandy, Utah

Company Size51–200 employees

Founded2017

Hiring MarketsUnited States

Frequently Asked Questions

What is 401GO's tech stack?

Core tools: Confluence, Notion, Zendesk, Google Workspace, Jira, HubSpot, Looker, Tableau, and SQL for analytics and operations. Adobe Creative Suite for design; Productboard for product management.