401K GPS, LLC

401K GPS is the only online retirement advisory service delivering direct consumer value with a clear advisor revenue stream and employer integration benefits.

  • Stage Full Product Ready
  • Industry Financial Services
  • Location Brighton, MI, US
  • Currency USD
  • Founded October 2011
  • Employees 4
  • Website 401kgps.com

Company Summary

401K GPS™ delivers retirement plan analysis and allocation recommendations to customers through a web-based service. Our platform utilizes a proprietary fund analysis methodology to develop customized allocation strategies based on an investor's risk profile, years to retirement and employer retirement plan fund options. This customized allocation strategy can be implemented at an individual level or as an integrated retirement plan solution.

Team

  • John Eaton
    General Manager

    Over 25 years in B2B product development, innovation, product management and marketing. Holds a BA from Western Michigan University and is a certified New Product Development Professional.

  • Cody Wickham
    Client Marketing Director

    Five years in corporate marketing and advertising. Holds a BS in Business Marketing from Michigan State University.

  • Craig Rumler
    Chief Compliance Officer/CFO

    Over 25 years in corporate finance and operations. Holds a BA in Finance from Michigan State University and an MBA from the University of San Francisco.

  • Anurag Ahuja
    Chief Technology Officer/Equity Partner

    Owner of MarketGoal, LLC, a Connecticut-based web design and development firm. Over 20 years experience in web-driven product development, marketing and is a successful e-commerce technology entrepreneur.

  • Albert Herzog
    Founder and CEO

    Over 30 years as a Certified Financial Planner, Chartered Financial Consultant and personal wealth manager. Owner of parent company Executive Wealth Management (EWM), and CEO of affiliated business Fortunatus Investments. Holds an MBA from the University of Michigan.

  • Timothy Giampetroni
    Chief Research Analyst

    Leads investment policy team, and serves as Chief Investment Officer for Fortunatus™ Investments. Holds a BA in Finance from Michigan State University and is a Charted Financial Analyst.

Advisors

  • Michael Brennan
    Capital Strategist, Macomb-OU INCubator
    Unconfirmed
    Brett Homovec
    Advisor, Peak Blue Ventures Inc.
    Unconfirmed

Previous Investors

  • Adam Kulesza
    Co-founder
    Michael Chechel
    Co-founder
    Unconfirmed

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