# Rocket Dollar, Inc.: Financial services, Austin, United States

> Rocket Dollar, Inc.: Rocket Dollar, Inc. is a financial technology company based in Austin, Texas, founded in 2018. Based in Austin, United States.

Source: https://millionrounds.com/startup/rocket-dollar-inc (Millionrounds; every figure on the page links to its filing or article)

United States · [Financial services startup](https://millionrounds.com/companies)

# Rocket Dollar, Inc.

Rocket Dollar, Inc. is a financial technology company based in Austin, Texas, founded in 2018.

Funding reported Last round: Series A

Financial services Austin, United States

Company summary

- **Founded:** 2018 8 years old
- **Team:** 18 11 to 50 people
- **Funding reported:** $13M in dollars
- **Last round:** Series A Sept 2021

How sure we are

- ✓ **Listed** We know it exists and what it does
- 2 **Funding reported** A company dataset reports a raise
- 3 **Observed** A filing or a dated announcement confirms a round

No round for Rocket Dollar, Inc. has been confirmed by a filing or an announcement yet, so nothing here counts toward an investor's record. [How we decide](https://millionrounds.com/methodology)

## 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

Reported in all **$13M** in dollars

Rounds **4**

Last round **Series A**

Last round size **$8.0M**

Last round date **Sept 2021**

Investors listed **19**

## 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 **$475K** other of $1.1M offered Crowdfunding

## Founders and team

From Rocket Dollar, Inc.'s own website and the SEC filings it signed: 2 founders, 5 on the team.

**T. Henry Yoshida** Co-founder & CEO *Named on its 2021 Form D*

**Thomas Young** Co-founder & VP Marketing

- **Bryan Nguyen** Lead Product Manager
- **Chris Lindiakos** Customer Success Manager
- **Daniela Mink** Customer Success Manager
- **Tristan Villa** Customer Success Manager
- **Christopher Palmisano** Executive Officer, Director i

## On 3 portfolio pages

Investors who name them

- [HDS Capital](https://millionrounds.com/fund/hds-capital)
- [Primetime Partners](https://millionrounds.com/fund/primetime-partners)
- [Realm Capital Ventures](https://millionrounds.com/fund/realm-capital-ventures)

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-in HubSpot Sales Hub Amazon SES Google Tag Manager parallax.js Atlassian Twitter Analytics Font Awesome YouTube Google Workspace

+8 more

CloudFlare Max Mega Menu Viewport Meta Render Emotion Mimecast Amazon Simple Email Service Hubspot

- **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](https://millionrounds.com/directory/rocket-dollar)

## Financial services in United States

Startups like it

- [**Kalshi** New York · founded 2019 *Raised*](https://millionrounds.com/company/kalshi)
- [**Temporal** founded 2022 *Raised*](https://millionrounds.com/company/temporal)
- [**Vestwell** New York · founded 2016 *Raised*](https://millionrounds.com/company/vestwell)
- [**C2FO** Kansas City · founded 2008 *Raised*](https://millionrounds.com/company/c2fo)
- [**Yieldstreet** New York · founded 2015 *Raised*](https://millionrounds.com/company/yieldstreet)
- [**Flutterwave** San Francisco · founded 2016 *Raised*](https://millionrounds.com/company/flutterwave)
- [**Corgi** San Francisco · founded 2024 *Raised*](https://millionrounds.com/company/corgi)
- [**Alpaca** San Mateo · founded 2017 *Raised*](https://millionrounds.com/company/alpaca)

## Is this your company?

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