1
OctaveWealth
San Francisco, California, United States
The honest 401(k). Helping employees keep more of their retirement savings.
- Revenue
- $644.2K
- Year founded
- 2012
- Team size
- 3
Top 5 401(k) Software Companies Under $1M Revenue (August 2026)
As of August 2026, Latka tracks 5 401(k) software companies under $1M in annual revenue. They have combined revenues of $1.7M and employ 13 people. They have raised $1.2K and serve 51 customers combined.
Every company below sells 401(k) software to other businesses and is ranked by its most recent annual revenue. Revenue, funding, headcount and customer figures come from CEO interviews on the Latka podcast, public company filings, and Latka estimates where a company has not disclosed a number.
What 401(k) Software Companies do
401(k) Software is designed to manage and administer retirement savings plans in the United States, specifically 401(k) plans. These software solutions streamline various essential processes, such as plan enrollment, contribution management, compliance tracking, and employee reporting. They facilitate ease of use for employers, HR departments, and plan sponsors, ensuring that retirement plans operate smoothly and efficiently. Typically, 401(k) Software features include automated payroll deductions, investment management tools, and comprehensive reporting functionalities. Such software is often used by HR professionals, financial advisors, and plan administrators to enhance plan visibility and employee engagement regarding retirement benefits. Additionally, modern 401(k) Software often incorporates compliance features to help organizations adhere to regulatory requirements effectively. Ultimately, the main goal of 401(k) Software is to simplify retirement plan management while promoting employee savings. With the right tool, organizations can better support their workforce's future financial security, thereby attracting and retaining talent in a competitive market.
- Companies
- 5
- Revenue
- $1.7M
- Funding
- $1.2K
- Employees
- 13
Filters
Sorting: Highest -> Lowest
Top 401(k) Software Companies Under $1M Revenue
Showing 5 of 5 companies ranked by annual revenue.
2
Money Intelligence
United States
Money Intelligence is reinventing the 401(k) and fighting to turn 401(k)s into something employees love, instead of a hassle with high fees, poor investment choices, and complicated financial decisions. Money Intelligence's automated advisory platform provides every employee with the investment advice they need to invest successfully for their retirement. Giving your employees the best benefits shouldn't be limited to only the biggest companies. Money Intelligence also automates plan administration responsibilities for companies, so entrepreneurs can focus on building their companies and not on administering their benefits.
- Revenue
- $550K
- Year founded
- 2012
- Team size
- 5
3
mapbenefits®
Tampa, Florida, United States
mapbenefits® is a technology company focused on the nonqualified plans administration space. Our SaaS-based platform for nonqualified plan administration is ideal for both small and large plans. Designed as a total solution for the sophisticated structure of executive benefit plan administration, mapbenefits streamlines the complex nonqualified plans administration process allowing corporations, financial firms and 401(k) providers to leverage a fast, secure, world-class and 409A-compliant technology platform. mapbenefits can be used to administer— • Deferred Compensation Plans (fixed and variable) • Long-Term Incentive Plans (LTIP) • Supplemental Executive Retirement Plans (SERP) • Executive Disability Income Plans • Executive Long-Term Care Plans • Split-Dollar Plans
- Revenue
- $440K
- Year founded
- 2018
- Team size
- 4
4
Open VTS
United States
Open VTS is built for businesses that want ownership, control, and stronger security over their vehicle tracking environment. Run the platform on infrastructure you control, keep operational data within your own systems, manage access on your terms, and reduce dependence on vendor-controlled SaaS platforms. Your infrastructure. Your data. Your control.
- Revenue
- $100K
- Customers
- 50
- Year founded
- 2026
5
Trialant
United States
Explore, analyze, and monitor clinical trial data from ClinicalTrials.gov like a pro. Powerful search, alerts, and insights all in one place. Tags: AI Business Data Analysis, Analytics, Api and Data, Data, Monitoring, Research Target Audience: Competitive intelligence teams, Business development professionals, medical affairs specialists, Clinical operations managers, Research team, strategy teams, Due diligence analysts, Investors, and portfolio managers Features: • Search: Find clinical trials easily with advanced search filters. • Alerts: Get notified when new trials matching your criteria are posted. • Analysis: Dive deep into trial data with visual analysis tools. • Monitoring: Keep track of ongoing trials and their progress. • Insights: Discover trends and patterns in clinical trial data. • Exploration: Explore the ClinicalTrials.gov database in a more user-friendly way.
- Revenue
- $1.2K
- Customers
- 1
- Year founded
- 2025
- Funding
- $1.2K
- Team size
- 1
Frequently asked questions about 401(k) Software Companies Under $1M Revenue
How many 401(k) software companies under $1M in annual revenue are there?
Latka tracks 5 401(k) software companies under $1M in annual revenue. Together they generate $1.7M in annual revenue and employ 13 people.
Which 401(k) software company under $1M in annual revenue is the largest?
OctaveWealth is the largest, with $644.2K in annual revenue, founded in 2012.
How much revenue does a typical 401(k) software company under $1M in annual revenue make?
The average 401(k) software company in this list makes $347.1K a year, across 5 companies with reported revenue. They serve 51 customers combined.
Who are the leading 401(k) software vendors under $1M in annual revenue?
Ranked by annual revenue, the leaders are OctaveWealth, Money Intelligence, mapbenefits®, Open VTS and Trialant.
How much funding have 401(k) software companies under $1M in annual revenue raised?
The 5 401(k) software companies under $1M in annual revenue tracked here have raised $1.2K in disclosed funding between them.
Related HR Software categories
Inclusion Criteria
- Must support the management and administration of 401(k) retirement plans. - Should include payroll integration for automated contribution processing. - Must offer compliance tracking to ensure adherence to regulatory standards. - Should provide reporting capabilities for employees and plan sponsors. - Not just for recordkeeping; must also facilitate employee engagement and education about retirement savings.