# Human Interest

> Human Interest is a San Francisco-based fintech company on a mission to make retirement savings accessible to every American worker, regardless of where they work. The company provides affordable, full-service 401(k) and 403(b) plans designed for small and medium-sized businesses — the 99% of employers who have historically been priced out of quality retirement plan options. With a platform that handles recordkeeping, compliance, payroll integration, and investment management all in one place, Human Interest has become one of the fastest-growing retirement plan providers in the U.S., serving nearly 50,000 employers and 2 million+ eligible employees.

- **Founded:** 2015
- **Headquarters:** San Francisco, California, United States
- **Founders:** Roger Lee (Co-founder, original CEO), Paul Sawaya (Co-founder, CTO (2015-2020))
- **Team size:** ~700-777 employees
- **Products:** 401(k) Plans, 403(b) Plans, Fast Track 401(k), PartnerConnect, Human Interest Embedded Retirement
- **Notable:** Named to Fortune Impact 20 list (venture-backed startups driving social/environmental change), Fortune Best Place to Work in the Bay Area 2024, Great Place to Work Certified for two consecutive years

## Products & services

- **401(k) Plans** — Full-service traditional and Roth 401(k) plans for small and medium businesses, starting at $120/month plus $4 per employee.
- **403(b) Plans** — Retirement plans for nonprofits and tax-exempt organizations.
- **Fast Track 401(k)** — Streamlined plan setup in under 10 minutes with automated compliance recommendations, launched 2024.
- **PartnerConnect** — Integrated platform for financial advisors to manage multiple clients' 401(k) plans and investments from a single dashboard, launched April 2025.
- **Human Interest Embedded Retirement** — White-label 401(k) platform (third generation announced December 2025) for partners to offer retirement solutions under their own brand.
- **Payroll Integrations** — Automated payroll sync with 500+ payroll providers including Gusto, Rippling, and QuickBooks Online.

## Achievements

- Named to Fortune Impact 20 list (venture-backed startups driving social/environmental change)
- Fortune Best Place to Work in the Bay Area 2024
- Great Place to Work Certified for two consecutive years
- Forbes Fintech 50 honoree
- Reached $3B valuation as of November 2025
- Surpassed 50,000 employer clients
- Covered 2+ million employees eligible to save for retirement
- 500+ financial advisor firms onboarded to PartnerConnect with nearly 5,000 clients
- Launched PartnerConnect platform for financial advisors (April 2025)
- Partnership with UBS bringing 401(k) tech to 5,000+ financial advisors (March 2026)
- Third-generation Embedded Retirement platform announced (December 2025)

## Latest updates

- **2026-03** — Human Interest partners with UBS to provide technology-first 401(k) solutions for 5,000+ UBS financial advisors.
- **2025-12** — Human Interest unveils third generation of its Embedded Retirement white-label platform.
- **2025-08** — Morgan Stanley Tactical Value invests up to $50M in Human Interest (Series E extension). Human Interest expands Customer Experience Guarantee.
- **2025-04** — Human Interest launches PartnerConnect, a platform for financial advisors to manage multiple 401(k) clients from a single dashboard. 500+ advisor firms onboarded.
- **2024-11** — Human Interest reaches $3 billion valuation.
- **2024-00** — Human Interest named to Fortune Impact 20 and Fortune Best Places to Work Bay Area. Forbes Fintech 50 honoree. Launches Fast Track 401(k) for 10-minute plan setup.

## Links

- Website: https://humaninterest.com
- LinkedIn: http://www.linkedin.com/company/humaninterest
- Twitter/X: https://twitter.com/humaninteresthq
- GitHub: https://github.com/captain401
- Instagram: https://www.instagram.com/humaninteresthq/
- Facebook: https://facebook.com/humaninterestco/

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Profile page: https://yespress.io/human-interest
Published by YesPress — https://yespress.io
Last updated: 2026-05-29