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Everything on the platform tagged with 401k.
Qian Liu is a fintech operator and data scientist who helped build the robo investing movement from the inside. A computer scientist by training - PhD in machine learning from Penn, BS from Tsinghua - she was an early member of the Wealthfront founding team and its Director of Research, then Head of Data at GoFundMe, then Chief Data Officer at Guideline, the small-business 401(k) platform. When Gusto acquired Guideline, she moved into a leadership role at Gusto, where the brokerage entity sits inside its HR, payroll and benefits platform serving small and medium businesses. In 2024 she co-authored 'The Little Book of Robo Investing' with Elizabeth MacBride, turning a decade of building automated investing products into a plain-spoken guide for ordinary savers.
Finhabits is a bilingual financial wellness platform built by Latinos, for Latinos, that turns small, automatic deposits into diversified investment portfolios. Founded by MIT-trained engineer Carlos Garcia, the New York fintech pairs low-minimum Roth and Traditional IRAs with Spanish-and-English financial education to close the wealth gap for first-time investors, serving hundreds of thousands of members who often start with as little as a few dollars a week.
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.
Jeff Schneble is the CEO of Human Interest, a San Francisco-based fintech company on a mission to close America's $28 trillion retirement savings gap by making 401(k) and 403(b) plans affordable and accessible for small and medium-sized businesses. A physicist turned venture capitalist turned operator, Schneble brought together a rare trifecta of academic rigor (PhD from Cambridge, MBA from Harvard), investment experience (Partner at Wing Venture Capital), and hands-on operational chops (Silver Lake Partners) before taking the helm at Human Interest in 2019. Under his leadership, the company has grown to serve over 45,000 companies, surpassed $200 million in ARR, raised over $1 billion in total funding at a $3 billion valuation, and is eyeing a public listing.
Roger Lee is a San Francisco-based serial entrepreneur best known as the co-founder and CEO of Comprehensive, an all-in-one compensation management platform, and the creator of Layoffs.fyi, the internet's go-to tracker for tech layoffs. He also co-founded Human Interest, a $1B+ 401(k) platform serving over 20,000 small businesses. A Harvard Applied Mathematics graduate who taught himself HTML at age 12, Lee has been building internet products since the early 2000s - including a teen social network that reached 30 million monthly views in 2003. Named to San Francisco Business Times '40 Under 40' in 2023, he's become the de facto authority on both where tech workers are being let go and how much they should be getting paid.