401(k) CRPA
401(k) CRPA operates Rollover Comparison Pro, a B2B SaaS subscription tool that helps US financial advisors compare 401(k) rollover options and maintain compliance with DOL PTE 2020-02, serving both small advisory firms (1-100 advisors) and larger enterprises (101+ advisors) via Stripe billing and a direct demo-led sales motion.
- Company typePrivate
- Founded2020
- HeadquartersDenver, United States
- Headcount1–10
- GTM typeB2B
- OfferingSoftware
What 401(k) CRPA does
401(k) CRPA operates Rollover Comparison Pro, a B2B SaaS solution that helps financial advisors evaluate and execute 401(k) rollovers on behalf of their clients. The product is built specifically to support compliance with US Department of Labor Prohibited Transaction Exemption 2020-02 (PTE 2020-02), which governs fiduciary advice on retirement plan rollovers, making the regulatory framework the central design constraint rather than a bolted-on feature. The company serves two clearly delineated customer segments: individual advisors and small firms with 1-100 advisors seeking rollover comparison tooling, and larger enterprise advisory organizations with 101+ advisors that require firm-wide PTE 2020-02 Fundamentals compliance.
The product is delivered as a subscription service via Stripe billing, with a public login portal and a direct sales motion focused on 15-minute demos and consultation calls. No public API, SDK, or AI/ML components are disclosed in the source material, and the core technology stack is not itemized; the product surface appears centered on comparison workflows and compliance checklists rather than algorithmic decisioning. There is no evidence of integrations, named customers, partnerships, enterprise contracts, or headcount in the available data.
401(k) CRPA firmographics
Firmographics- Name
- 401(k) CRPA
- Website
- https://401kcrpa.com
- Company type
- Private
- Founded year
- 2020
- Headcount range
- 1–10 employees
- Short description
- 401(k) CRPA operates Rollover Comparison Pro, a B2B SaaS subscription tool that helps US financial advisors compare 401(k) rollover options and maintain compliance with DOL PTE 2020-02, serving both small advisory firms (1-100 advisors) and larger enterprises (101+ advisors) via Stripe billing and a direct demo-led sales motion.
- Ownership category
- akta.pro rank
401(k) CRPA industry classification
Industry- Product category
- Retirement Plan Compliance Software
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Rollover & Distribution Advisory (IRA/401(k) Rollovers) (FSAEABAG)
- akta.pro secondary industries
- Employer Retirement Plan Advisory (401(k)/Pension) (FSAEABAE), Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers) (FSAAACAE)
Keywords
Where 401(k) CRPA is headquartered
LocationHeadquarters
- HQ city
- Denver
- HQ country
- United States
- HQ region
- North America
Markets served
401(k) CRPA business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Marketing or Sales, Operations, Personnel
Distribution channels1 record
Marketing channels1 record
401(k) CRPA product offering
Product offeringCore offering
401(k) CRPA provides a SaaS-based comparison and advisory platform — branded as Rollover Comparison Pro — that helps financial advisors evaluate 401(k) rollover options for their clients and ensures compliance with the Department of Labor's Prohibited Transaction Exemption (PTE) 2020-02. The offering is targeted at individual advisors (1-100) and enterprise advisory firms (101+) seeking structured, regulation-aligned workflows for retirement plan transfers.
Differentiator
Problem solved
Functional benefit
Products and services
- Rollover Comparison Pro A subscription-based software solution for financial advisors to compare and manage 401(k) rollover and retirement plan transfer decisions for their clients, including built-in compliance tooling aligned with PTE 2020-02.
- Enterprise Rollover Solution (101+ Advisors) A scaled edition of the rollover comparison platform for larger advisory enterprises (101+ advisors), providing comprehensive 401(k) rollover advisory services and broader PTE 2020-02 Fundamentals compliance support.
- PTE 2020-02 Fundamentals A compliance module within the Rollover Comparison Pro platform designed to help financial advisors and firms satisfy PTE 2020-02 regulatory requirements when guiding clients through 401(k) rollovers.
Companies that use 401(k) CRPA
Customer profileSegments2 records
Ideal customer profiles2 records
401(k) CRPA technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
401(k) CRPA partnerships and signals
Strategic signalRecent moves4 records
Expansion highlights3 records
401(k) CRPA competitors and assessment
Company assessmentDirect peers
- Pontera: Pontera enables advisors to manage and trade inside clients' 401(k) and workplace retirement accounts, directly addressing the same advisor-side retirement account workflow as Rollover Comparison Pro.
- Income Lab: Income Lab is a retirement income planning tool for advisors, comparable as a specialized advisor SaaS focused on retirement decisions and decumulation, an adjacent workflow to 401(k) rollover advice.
- Holistiplan: Holistiplan is a tax-planning SaaS sold to independent financial advisors, comparable as a niche, advisor-facing workflow tool with a similar SMB ICP and self-serve/demos sales motion.
- Blooom: Blooom is a 401(k) management and advice platform, comparable as it also serves advisors and plan participants navigating 401(k) decisions and ongoing management.
Emerging players
- RightCapital: RightCapital is a financial planning platform for advisors, comparable as it sits in the same advisor SaaS stack and can include retirement planning modules that overlap with rollover workflows.
- ForUsAll: ForUsAll is a 401(k) recordkeeper and advisory platform, comparable as a 401(k)-focused player that overlaps with the rollover decision moment from the plan-sponsor side.
- Guideline: Guideline is a 401(k) platform for SMBs and advisors, comparable as it sits in the same 401(k) ecosystem and increasingly serves advisor-led rollovers and plan management.
- FP Alpha: FP Alpha provides data-driven financial planning insights for advisors, comparable as an emerging, advisor-focused planning SaaS targeting a similar SMB-to-mid-market advisor ICP.
Broad incumbents
- MoneyGuidePro: MoneyGuidePro is an established financial planning platform for advisors, comparable as a broad incumbent that advisors use for retirement and goal-based planning, including rollover scenarios.
- Riskalyze: Riskalyze is an established risk-tolerance and proposal tool for advisors, comparable as a broad incumbent advisor SaaS that is commonly bundled with retirement and planning conversations.
Market position
Strengths3 records
Weaknesses4 records
Competitive moat2 records
Key risks4 records
Key highlights4 records
Customer concentration
401(k) CRPA social profiles
Digital presence401(k) CRPA financial estimates
Financial estimateRevenue estimate
Valuation estimate
401(k) CRPA leadership team
Management profileNumber of profiles
401(k) CRPA funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
401(k) CRPA 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 401(k) CRPA
What does 401(k) CRPA do?
401(k) CRPA provides a SaaS-based comparison and advisory platform — branded as Rollover Comparison Pro — that helps financial advisors evaluate 401(k) rollover options for their clients and ensures compliance with the Department of Labor's Prohibited Transaction Exemption (PTE) 2020-02. The offering is targeted at individual advisors (1-100) and enterprise advisory firms (101+) seeking structured, regulation-aligned workflows for retirement plan transfers.
When was 401(k) CRPA founded?
401(k) CRPA was founded in 2020. It employs 1 to 10 people.
Where is 401(k) CRPA based?
401(k) CRPA is headquartered in Denver, United States, in the North America region.
Who are 401(k) CRPA's main competitors?
Direct peers on record are Pontera, Income Lab, Holistiplan and Blooom. Emerging players are RightCapital, ForUsAll, Guideline and FP Alpha. Broad incumbents are MoneyGuidePro and Riskalyze.
Does 401(k) CRPA have an API?
No public API is recorded for 401(k) CRPA.
What industry is 401(k) CRPA in?
401(k) CRPA's product category is Retirement Plan Compliance Software. Its primary akta.pro industry code is FSAEABAG, Rollover & Distribution Advisory (IRA/401(k) Rollovers), with a secondary code of FSAEABAE, Employer Retirement Plan Advisory (401(k)/Pension). Its NAICS code is 523940 and its SIC code is 6282.