Company intelligence
401 Financial
The nextgen RIA for the right now investor.
Financial Services
San Diego, US
2 employees
Founded 2022
6 public signals
About 401 Financial
Our focus is on financial empowerment and serving the underserved. We deliver financial planning, investment management, financial education and a fully digital experience.
Verified activity
Signals from 401 Financial
6 published signals
Products & Services
401 Financial announced that Turnqey launched a new tax lot optimizer with eight strategies, specific lots, and wash sale readiness.
Reported by Tyrone Ross Jr.
Products & Services
401 Financial announced that Turnqey built the lot ledger first, with every buy, reward, transfer, and sale across exchanges and wallets becoming a lot with basis, holding period, and source.
Reported by Tyrone Ross Jr.
Presence & Recognition
401 Financial employees broke bread at Waffle House, Inc. in Atlanta.
Reported by Tyrone Ross Jr.
Presence & Recognition
401 Financial attended the Real-World Asset Summit panel as predicted.
Reported by Tyrone Ross Jr.
Presence & Recognition
401 Financial attended the Real-World Asset Summit with Foster Wright and Michael Casey.
Reported by Tyrone Ross Jr.
Products & Services
401 Financial tokenized and put assets onchain at the Real-World Asset Summit.
Reported by Tyrone Ross Jr.