United States · Financial services startup
United States · Rocket Dollar, Inc.
Rocket Dollar, Inc. is a financial technology company based in Austin, Texas, founded in 2018.
Funding reportedLast round: Series A
About Rocket Dollar, Inc.
Rocket Dollar, Inc. is a financial technology company based in Austin, Texas, founded in 2018.
The company specializes in self-directed retirement accounts, allowing individuals to access their IRA and 401(k) savings for investments in alternative assets while enjoying full tax benefits. With a mission to innovate the retirement industry, Rocket Dollar provides a platform for users to diversify their portfolios beyond traditional investments. The primary services offered include the creation and management of Self-Directed IRAs and Solo 401(k) plans. Users can invest in various asset classes, such as real estate, cryptocurrencies, startups, peer-to-peer lending, and other IRS-approved alternatives. The company also supports traditional investments like stocks and bonds. Rocket Dollar's digital platform simplifies account setup, fund transfers, and investment execution, ensuring a secure and user-friendly experience. With over $350 million in assets under management and a dedicated team of around 19-20 employees, Rocket Dollar aims to be a leading choice for self-employed individuals and diversified investors seeking modern retirement solutions.
What company datasets say Rocket Dollar, Inc. raised
Funding, as reported
Funding filed with regulators
Rocket Dollar, Inc. filed one raise, $475K in all. Filings say how much was sold and to how many investors; they never name the investors.
- Mar 2020$475KCrowdfunding
Founders and team
From Rocket Dollar, Inc.'s own website and the SEC filings it signed: 2 founders, 5 on the team.
- Bryan NguyenLead Product Manager
- Chris LindiakosCustomer Success Manager
- Daniela MinkCustomer Success Manager
- Tristan VillaCustomer Success Manager
- Christopher PalmisanoExecutive Officer, Directori
On 3 portfolio pages
Investors who name them
Each firm lists Rocket Dollar, Inc. on its own website. That is the firm's claim, a weaker thing than a round we watched, but a named source.
The company, in detail
What they build
Built with from their website
Linkedin Sign-inHubSpot Sales HubAmazon SESGoogle Tag Managerparallax.jsAtlassianTwitter AnalyticsFont AwesomeYouTubeGoogle Workspace
+8 more
CloudFlareMax Mega MenuViewport MetaRenderEmotionMimecastAmazon Simple Email ServiceHubspot
- Sector
- Financial services
- Industry code
- NAICS 523991, SIC 6411, 6199
- Region
- Texas
- Revenue
- $2.6M a year, as listed
- Full record
- Every detail in the company directory
Financial services in United States
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