Invest America

What Invest America does

Invest America Charitable Foundation is a 501(c)(3) nonprofit organization founded in 2023 by Brad Gerstner (Founder and Chairman, also CEO of Altimeter Capital) and his sons Lincoln and Jack, operating from Menlo Park, California with 1-10 employees. The organization is the policy architect, coalition builder, and public-facing operator of "Trump Accounts" — a federally backed investment account program for American children established when the Invest America Act became law on July 4, 2025 as part of major federal tax legislation. Each eligible child receives a long-term, U.S. Treasury-seeded investment account ($1,000 for newborns from 2025 onward, with matching contributions from employers, philanthropists, and state/local programs), invested in funds containing shares of major U.S. companies, locked until age 18, and accessible thereafter for education, homeownership, entrepreneurship, or continued investment. Accounts are distributed at no cost to families through the official government portal (form.trumpaccounts.gov) and via IRS Form 4547 during federal tax filing.

The underlying platform is administrative and financial infrastructure rather than technology-native: it integrates with Treasury-approved contribution rails for employers and philanthropists, leverages Robinhood as a primary technology partner, and is supported by a CEO Council of more than 10 Fortune-level executives including Michael Dell, Jensen Huang, Dara Khosrowshahi, David Solomon, Gwynne Shotwell, and Marc Benioff. Invest America's revenue model is philanthropic — the foundation receives charitable contributions from individuals, foundations (Dell Foundation $6.25B, Dalio Philanthropies, Anand Legacy Foundation), and corporations (Micron $250M, plus employer matching programs at JPMorgan, Bank of America, BlackRock, Visa, Coinbase, Charles Schwab, SoFi, Intel, BNY, Robinhood, and others). Pricing to families is zero (no account, maintenance, or investment fees); employer contributions are capped at $2,500 per employee per year and private family contributions at $5,000 annually. The organization's go-to-market combines bipartisan political advocacy (Senators Ted Cruz and Cory Booker), high-profile media (Super Bowl ad February 2026, CNBC, All-In Podcast), and a Business Pledge and Philanthropy Pledge program to drive coalition-scale adoption targeting 50 million student accounts in 2026 and full public launch on July 4, 2026.

Name

Invest America

Legal name

Invest America Charitable Foundation

Website

https://investamerica.org

Company type

Private

Founded year

2023

Operating status

Operating

Headcount range

1–10 employees

Short description

Invest America Charitable Foundation is a 501(c)(3) nonprofit that operates Trump Accounts, a U.S. Treasury-backed child investment account program enacted by the Invest America Act on July 4, 2025. The foundation mobilizes bipartisan political support, a Fortune CEO Council, and corporate and philanthropic matching contributions to seed accounts for American children from birth through age 18.

Ownership category

akta.pro rank

Product category

Children's Investment Accounts

NAICS

Grantmaking Foundations (813211), Grantmaking and Giving Services (81321)

SIC

Investment Advice (6282)

akta.pro primary industry

Private Foundations (BPAGAKAA)

akta.pro secondary industries

Impact Investing & Social Finance (Funds, CDFIs, Microfinance) (BPAGALAA), Philanthropy & Foundations Advisory (Donor-Advised Funds, Endowments) (FSAAABAH), Impact Investment & Social Finance Programs (BPADAOAJ)

Keywords

• Child investment accounts
• Youth savings programs
• Financial literacy education
• Nonprofit financial services
• Employer benefits matching

Headquarters

HQ city

Menlo Park

HQ country

United States

HQ region

North America

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Marketing or Sales, Technology or R&D, Operations, Others

Revenue model

1. Philanthropic Contributions: Invest America operates as a 501(c)(3) nonprofit organization that receives charitable contributions from philanthropists and corporations to support the Invest America initiative. Major commitments include the Dell Foundation's $6.25 billion contribution to 25 million children.
2. Corporate Employer Contributions: Employers contribute to Trump Accounts as part of employee benefits programs, with contributions facilitated through Treasury-approved processes. Employers can contribute up to $2,500 per employee per year.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels6 records

Core offering

Invest America operates as a 501(c)(3) nonprofit that facilitates Trump Accounts — long-term, Treasury-backed investment accounts established for every eligible American child. The organization coordinates government seed capital ($1,000 for newborns), employer contributions (up to $2,500 per employee per year), philanthropic donations (e.g., $6.25 billion from the Dell Foundation), and family contributions (up to $5,000/year) into these accounts, which remain locked until age 18. It also drives financial education and coalition-building through a CEO Council of business leaders.

Product overview

Invest America is a 501(c)(3) non-profit organization that facilitates Trump Accounts - a single unified product consisting of government-seeded investment accounts for children. The Trump Account is a long-term investment account started by the U.S. Treasury at birth for every eligible child. The account is invested in funds containing shares of America's top companies and grows through compound returns over time. Account holders can access funds at age 18 for education, homeownership, entrepreneurship, or continue investing. The product is accessible through an official online form at form.trumpaccounts.gov or when filing federal taxes using IRS Form 4547. No fees are charged to families for opening or maintaining accounts.

Differentiator

Problem solved

Functional benefit

Products and services

• Trump Accounts Long-term investment accounts established by the U.S. Treasury for every eligible American child. Each account begins with a public contribution ($1,000 for newborns in 2025 or later) and can grow over time through contributions from family, friends, employers, and charitable organizations, plus market growth. Accounts are invested in funds containing shares of America's top companies, remain locked until age 18, and can then be used for college, a home, a business, or continued investing. Accounts are free for families.
• Business Pledge Coalition program for employers and businesses that commit to contributing to their employees' children's Trump Accounts as a family-focused employee benefit. Members include Dell Technologies, JPMorganChase, Bank of America, Micron, BlackRock, Goldman Sachs, NVIDIA, Coinbase, and others.
• Philanthropy Pledge Program for philanthropists and donors that enables large-scale contributions to children's Trump Accounts without needing to collect recipient account information, either through Treasury-facilitated giving or independent giving with full customization.
• Financial Education Resources Free educational content for families including investing guides, quizzes, and games such as Financial Football and the Stock Market Game, designed to build financial literacy.

Quantifiable outcome

• 3x more likely to graduate high school
• +4 more outcomes

Named customers12 records

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Eleven partnerships are on record, tiered flagship, core and minor.

• Michael Dell (Dell Technologies)flagshipGTM or Marketing PartnerCEO Council member championing Trump Accounts. Dell Technologies signed the Invest America Business Pledge to support employee families.
• Jensen Huang (NVIDIA)flagshipGTM or Marketing PartnerCEO Council member supporting Invest America initiative and Trump Accounts for children.
• Dara Khosrowshahi (Uber)coreGTM or Marketing PartnerCEO Council member supporting Invest America initiative.
• David Solomon (Goldman Sachs)coreGTM or Marketing PartnerCEO Council member supporting Invest America initiative.
• RobinhoodcoreTechnology or IntegrationProviding technology and capital for Invest America initiative. First major technology partner to provide platform infrastructure.
• VisaminorGTM or Marketing PartnerPlans to allow cardholders to spend rewards on Trump accounts, enabling rewards-based contributions.
• Gwynne Shotwell (SpaceX)coreGTM or Marketing PartnerCEO Council member supporting Invest America initiative.
• Marc Benioff (Salesforce)coreGTM or Marketing PartnerCEO Council member supporting Invest America initiative.
• Laurene Powell Jobs (Emerson Collective)coreGTM or Marketing PartnerCEO Council member supporting Invest America initiative.
• Milken InstitutecoreStrategic or Co-development PartnerConducted economic impact research showing $1,000 Invest America account at birth could grow to over $500,000 in a lifetime. Published research supporting the initiative's impact on college attendance, earnings, entrepreneurship, and homeownership.
• Aspen InstitutecoreStrategic or Co-development PartnerPublished research showing early investment accounts are already delivering measurable financial and social benefits and can scale nationally with smart design and sustained contributions.

Scale indicators8 records

Recent moves6 records

Expansion highlights6 records

Broad incumbents

• Charles Schwab:
• Fidelity Investments: Fidelity offers Fidelity Youth Accounts and a deep 529 plan platform serving the same child-investing and education-savings use case as Trump Accounts. As a major incumbent, it competes for marginal parental dollars above the $5,000 Trump Account cap and offers a broader investment menu.
• Vanguard: Vanguard is the largest 529 plan manager in the U.S. and offers custodial accounts for minors. It competes for the same education-savings and long-horizon child-investing dollars that Trump Accounts target, with significantly lower expense ratios and a broader fund menu.

Direct peers

• Robinhood: Robinhood is the named technology and capital infrastructure partner for Trump Accounts, providing the platform on which Invest America's flagship product is delivered. It also offers its own youth/investing products, and is the most direct operational peer given the platform integration.
• EarlyBird: EarlyBird is a gifting and investment platform for children that lets parents, family, and friends contribute to a custodial investment account. Its multi-contributor model directly parallels Trump Accounts' family, employer, and donor contribution structure.
• Acorns: Acorns is a consumer micro-investing platform with family/child investing features (Acorns Early). It directly competes for the same parents-and-children investment use case that Invest America's Trump Accounts target, and operates with a similar mass-market consumer positioning.
• UNest: UNest is a mobile app helping families save and invest for their children's future via dedicated custodial investment accounts. It competes head-to-head with Trump Accounts for parent-driven, long-horizon child investment dollars.
• Greenlight: Greenlight is a financial app for kids and families offering investment accounts, financial literacy, and parental controls. It is the closest private-sector competitor in the children's investment and financial education category that Invest America is building via Trump Accounts.

Emerging players

• Stash: Stash is a consumer investing and banking platform offering custodial accounts for minors and family investing features. It targets the same mass-market parent demographic as Invest America and competes for incremental contribution dollars.
• SEED for Maine Kids: SEED for Maine Kids is a state-level Children's Savings Account (CSA) program that provides $500 to Maine newborns for education. It is the most cited state-level precedent for the universal newborn investment account model that Invest America's Trump Accounts scale nationally.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat5 records

Key risks7 records

Key highlights7 records

Customer concentration

• Xx.com/investamerica24
• YouTubeyoutube.com/@JoinInvestAmerica
• LinkedInlinkedin.com/company/investamerica24
• Instagraminstagram.com/investamerica24
• Facebookfacebook.com/61584432955915

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Invest America