Nexus338
Nexus338 is an SEC-registered investment adviser that provides ERISA 3(38) fiduciary investment management services to U.S. defined contribution retirement plans, using its proprietary iGPS solution to personalize participant portfolios at target-date-fund pricing across 400+ plan sponsors.
- Company typePrivate
- Founded2021
- HeadquartersCabin John, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What Nexus338 does
Nexus338 is an SEC-registered investment adviser founded in 2021 and headquartered in Cabin John, Virginia, operating as a small (1-10 employee) specialist firm focused exclusively on fiduciary investment management for defined contribution retirement plans. The company's core proprietary product is iGPS (Individualized Glide Path Solution), a multi-asset default investment solution that personalizes each participant's portfolio using five data points drawn from recordkeeper platforms — age, salary, account balance, deferral rate, and employer match — without requiring participant engagement. In 2026 the firm extended this offering with iGPSLifetime, which adds a guaranteed lifetime income layer through Pacific Life beginning at age 50.
Under the iGPS architecture, Nexus338 acts as an ERISA 3(38) fiduciary investment manager, with the underlying fund provided by PIMCO's RealPath Blend Target Date Fund and distribution/integration enabled through iJoin, a Broadridge company. Total all-in cost to the plan is 29 basis points annually (20 bps PIMCO, 3 bps Nexus338 fiduciary fee, 2 bps technology provider, 4 bps recordkeeping), positioning the product at target-date-fund expense levels while delivering managed-account-style personalization.
The firm generates revenue through recurring investment advisory fees on iGPS assets plus professional-services fees for fiduciary and strategic consulting to plan sponsors, asset managers, insurance carriers, and recordkeepers. The firm serves more than 400 plan sponsors in the United States across 401(k), 403(b), and 457(b) plans and distributes through both direct enterprise advisory relationships and the iJoin recordkeeper platform channel. The company is privately held and founder-controlled by Philip Chao, with no disclosed institutional capital.
Nexus338 firmographics
Firmographics- Name
- Nexus338
- Legal name
- Nexus338, LLC
- Website
- https://nexus338.com
- Company type
- Private
- Founded year
- 2021
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Nexus338 is an SEC-registered investment adviser that provides ERISA 3(38) fiduciary investment management services to U.S. defined contribution retirement plans, using its proprietary iGPS solution to personalize participant portfolios at target-date-fund pricing across 400+ plan sponsors.
- Ownership category
- akta.pro rank
Nexus338 industry classification
Industry- Product category
- Retirement Plan Investment Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Fiduciary Investment Management (Trust Portfolios) (FSAEAKAI)
- akta.pro secondary industry
- Retirement Income Planning & Decumulation Advisory (FSAEABAD)
Keywords
Where Nexus338 is headquartered
LocationHeadquarters
- HQ city
- Cabin John
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Nexus338 business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales
Revenue model
- Investment Advisory Fees: Nexus338 acts as an ERISA 3(38) fiduciary investment manager providing fiduciary investment management services to retirement plans. Revenue is generated through advisory fees for fiduciary services and portfolio management.
- Fiduciary Consulting Fees: Fees for assisting plan sponsors and fiduciaries with investment solution evaluation, fiduciary responsibilities, plan design analysis, and strategic consulting for asset managers, insurance carriers, and recordkeepers.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Hybrid | Annual | iGPS - Individualized Glide Path Solution at TDF pricing |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels4 records
Nexus338 product offering
Product offeringCore offering
Nexus338 is an SEC-registered investment adviser that provides fiduciary investment management services to defined contribution retirement plan sponsors and fiduciaries. Its proprietary iGPS (Individualized Glide Path Solution) personalizes each plan participant's portfolio using recordkeeper data (age, wages, account balance, deferral rate, employer match) without requiring participant engagement, functioning as a QDIA-eligible default investment. The firm also delivers fiduciary consulting and strategic consulting to asset managers, insurance carriers, and recordkeepers.
Product overview
Nexus338 is an SEC-registered investment adviser that operates as a platform of multiple investment advisory and consulting services organized around retirement plan fiduciary management. The core proprietary product is iGPS (Individualized Glide Path Solution), a multi-asset default investment solution for defined contribution plans. iGPS personalizes participant portfolios using recordkeeper data (age, wages, balance, deferral rate, employer match) without requiring participant engagement. iGPSLifetime extends iGPS by adding guaranteed lifetime income through Pacific Life, personalizing annuity allocation starting at age 50. Nexus338 also provides a Secure Portal for secure document exchange with clients. All services are delivered under ERISA 3(38) fiduciary framework.
Differentiator
Problem solved
Functional benefit
Brands
- iGPS: Individualized Glide Path Solution - a proprietary personalized target date fund solution for defined contribution retirement plans, designed as a QDIA (Qualified Default Investment Alternative) that personalizes each participant's portfolio using available recordkeeper data.
- iGPSLifetime
Products and services
- iGPS (Individualized Glide Path Solution)
Quantifiable outcome
- Personalization at 29 bps vs traditional managed accounts at 60-100+ bps
- +1 more outcomes
Companies that use Nexus338
Customer profileNamed customers1 record
Segments1 record
Ideal customer profiles2 records
Nexus338 technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration1 record
Feature2 records
Nexus338 partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered core.
- iJoin (Broadridge company)coreiGPS is available at recordkeeper platforms connected with iJoin technology. iJoin provides the technology infrastructure enabling the personalization solution to connect with recordkeeping platforms and process participant data for portfolio personalization.
- PIMCOcoreiGPS is built on the PIMCO RealPath Blend Target Date Fund, which pairs actively managed PIMCO funds with a Vanguard index fund. PIMCO provides the underlying multi-asset fund architecture for the personalized portfolios.
- Pacific LifecorePacific Life provides the guaranteed lifetime income component for iGPSLifetime, Nexus338's personalized target date solution incorporating annuity features beginning at age 50.
Scale indicators3 records
Recent moves6 records
Expansion highlights4 records
Nexus338 competitors and assessment
Company assessmentBroad incumbents
- BlackRock: Issuer of LifePath target-date funds and a major DC plan asset manager offering personalized managed accounts. Comparable as a broad incumbent whose TDF and managed account solutions are the primary alternative Nexus338's iGPS positions against.
- Morningstar Retirement: Morningstar's retirement business offers managed accounts, target-date solutions, and fiduciary services inside DC plans. Comparable as a broad incumbent in the personalized-managed-account and QDIA evaluation space where Nexus338 also operates.
- Empower Retirement: Major DC plan recordkeeper and managed account provider serving millions of participants with personalized advice and target-date defaults. Broadly comparable due to overlapping DC plan fiduciary management and managed account capabilities, but at vastly larger scale.
- Charles Schwab Retirement Plan Services: Schwab's retirement plan services business offers DC plan recordkeeping and investment options for plan sponsors. Broadly comparable as an incumbent in DC plan fiduciary and investment management, though without Nexus338's personalization focus.
- Vanguard: Largest issuer of target-date funds used as QDIAs in DC plans. Comparable as a broad incumbent whose low-cost TDF series is the dominant default that Nexus338's iGPS explicitly differentiates against by adding personalization at TDF pricing.
Direct peers
- Edelman Financial Engines: Provider of personalized managed account services inside DC plans, including professional portfolio management for plan participants. Comparable because EFE pioneered participant-level personalized portfolios in retirement plans, the same niche Nexus338's iGPS targets.
- CAPTRUST: Large independent retirement plan advisory firm offering 3(38) fiduciary investment management and participant-level services to DC plan sponsors. Comparable because both deliver ERISA fiduciary management to corporate plan sponsors, though CAPTRUST operates at materially larger scale.
- SageView Advisory: Retirement plan advisory firm specializing in 401(k)/403(b) plan consulting and 3(38) fiduciary management. Directly comparable as a DC-plan-focused fiduciary manager competing for similar plan-sponsor relationships with portfolio personalization offerings.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks5 records
Key highlights6 records
Customer concentration
Nexus338 social profiles
Digital presenceNexus338 financial estimates
Financial estimateRevenue estimate
Valuation estimate
Nexus338 leadership team
Management profileNumber of profiles
Profiles4 records
Nexus338 funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Nexus338 M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Nexus338
What does Nexus338 do?
Nexus338 is an SEC-registered investment adviser that provides fiduciary investment management services to defined contribution retirement plan sponsors and fiduciaries. Its proprietary iGPS (Individualized Glide Path Solution) personalizes each plan participant's portfolio using recordkeeper data (age, wages, account balance, deferral rate, employer match) without requiring participant engagement, functioning as a QDIA-eligible default investment. The firm also delivers fiduciary consulting and strategic consulting to asset managers, insurance carriers, and recordkeepers.
Is Nexus338 a public or private company?
Nexus338 is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Nexus338 founded?
Nexus338 was founded in 2021. It employs 1 to 10 people.
Where is Nexus338 based?
Nexus338 is headquartered in Cabin John, United States, in the North America region.
How does Nexus338 make money?
Two revenue lines are on record. Investment Advisory Fees are the primary driver. The others are fiduciary Consulting Fees.
Who are Nexus338's main competitors?
Broad incumbents on record are BlackRock, Morningstar Retirement, Empower Retirement, Charles Schwab Retirement Plan Services and Vanguard. Direct peers are Edelman Financial Engines, CAPTRUST and SageView Advisory.
Does Nexus338 have an API?
No public API is recorded for Nexus338.
What industry is Nexus338 in?
Nexus338's product category is Retirement Plan Investment Management. Its primary akta.pro industry code is FSAEAKAI, Fiduciary Investment Management (Trust Portfolios), with a secondary code of FSAEABAD, Retirement Income Planning & Decumulation Advisory. Its NAICS code is 523940 and its SIC code is 6282.