Human Interest logo — Affordable, full-service 401(k) plans for SMBs.

Human Interest

Affordable, full-service 401(k) plans for SMBs.

Founded 2015 United States San Francisco, United States 817 employees Growth Total: $537.03M

General Information

Company Name Human Interest
Founded Year 2015
Location United States San Francisco, United States +1
Employees 817
Funding Stage Growth

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About Human Interest

Human Interest, founded in 2015 and based in the United States, is pioneering the 401(k) space with its mission to provide affordable, full-service 401(k) plans for SMBs. The company is committed to transforming retirement planning by eliminating transaction fees and simplifying the enrollment process, resulting in participation rates twice the industry average.

Human Interest serves as a comprehensive solution for small and medium-sized businesses, offering intuitive platforms to manage administrative and compliance challenges. Their business model ensures retirement savings are more accessible and inclusive, catering to a traditionally underserved market segment.

Following a recent and significant $242.00M Debt Financing round on 01 July 2024, with investment backing from Marshall Wace and Baillie Gifford, Human Interest is in a strong financial position to further its impact. Their strategic vision combined with robust technological platforms positions them as a formidable player in the retirement solutions market.

Taxonomy: 401(k) Plans, 403(b) Plans, Small and Medium-sized Businesses, Retirement Solutions, FinTech, Employee Benefits, Personal Finance, Investment Advisory, Compliance Solutions, Administrative Technology, Zero-Transaction Fee, Retirement Inclusivity, End-to-End Technology

Services & Products

Customizable 401(k) plans
403(b) plans for tax-exempt businesses
IRA accounts and rollovers
Payroll synchronization
Investment advisory services

Target Customers

Small and medium-sized businesses Startups Franchises Nonprofits Restaurants

Funding Rounds & Investors (11)

View All
Funding Stage Amount Investors Lead Investors Date
Debt Financing •••••• 2
Investor Investor
01 Jul 2024
Growth Equity Vc •••••• 1
Investor
01 Jan 2023
Series D •••••• 10
Investor Investor Investor Investor Investor Investor Investor Investor Investor
•••• ••••
01 Aug 2021
Series C •••••• 2
Investor Investor
01 Feb 2021
Series C •••••• 1
Investor
01 May 2020

View All 11 Funding Rounds

Human Interest Alternatives & Competitors

View All Alternatives
Human Interest vs

Wealth Offers Opportunity, We Offer Choices.

13 employees
Finance, Financial Services

FAQ About Human Interest

Affordable, full-service 401(k) plans for SMBs.
Human Interest was founded in 2015.
Human Interest is headquartered in San Francisco, United States.
Human Interest has approximately 817 employees.
Human Interest has completed 11 funding rounds, raising a total of $537.03M. The latest funding stage is Growth.
Human Interest offers: Customizable 401(k) plans, 403(b) plans for tax-exempt businesses, IRA accounts and rollovers, Payroll synchronization, Investment advisory services.
Top alternatives and competitors to Human Interest include Legacy Capital Group California. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Human Interest and Legacy Capital Group California are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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