About Human Interest
Human Interest is a Technology company based in San Francisco (United States) founded in 2015 by Roger Lee and Paul Sawaya. It operates as an employer-enabled platform for retirement planning and compliance management. Human Interest has raised $789.02 million across 13 funding rounds from investors including Morgan Stanley, FundersClub and BlackRock. The company has 919 employees. Human Interest was last valued at $3 billion in November 2025. Its website humaninterest.com draws about 704 thousand monthly visits. Its focus areas include FinTech, Investment Tech, Wealth Management Platforms and Robo Advisors. Its legal entity is CAPTAIN401 INC. Its competitors include Financial Engines, ForUsAll, OctaveWealth, MoneyIntel and Kepler Savings and 2 more; 2 of its 7 listed competitors have raised funding.
Company details
Founded in 2015 and based in San Francisco, United States, Human Interest operates as a retirement planning platform tailored for employers. Tools are provided for developing retirement plans, along with solutions for recording, accounting, and compliance management. A dashboard is featured that syncs payroll, administrative tasks, and compliance testing to support users in the financial services sector.
- Headquarters San Francisco, United States
- Employees 919
- Founders Roger Lee, Paul Sawaya
- Stage Unicorn
- SectorsTechnology
- Website category Finance
- Email••••••••
- Phone•••• ••••
- Website humaninterest.com
- Social LinkedIn X Facebook
- Legal Name Captain401 Inc.
- Total Equity Funding$789.02M (USD)
in 13 rounds
- Latest Funding Round$100M (USD), Series E
Nov 2025
- InvestorsMorgan Stanley
& 42 more
- Employee Count919
Funding Insights of Human Interest
Human Interest has successfully raised a total of $789.02M across 13 strategic funding rounds. The most recent funding activity was a Series E round of $100 million completed in November 2025. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $789.02M
- Total Rounds 13
- Last Round Series E — $100M
- First Round $120,000
(Jul 2015)
- Investors Count 43
Latest 10 of 13 funding rounds of Human Interest with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Nov 2025 | $100M | Series E | – | – | |
| Aug 2025 | $50M | Series E | – | Morgan Stanley | – |
| Jul 2024 | $25M | Debt – Conventional | – | – | |
| Mar 2024 | $267M | Series E | – | Baillie Gifford, Marshall Wace | – |
| Dec 2022 | $62M | Series D | – | BlackRock | – |
| Aug 2021 | $200M | Series D | $1B | The Rise Fund | |
| Feb 2021 | $55M | Series C | – | Glynn Capital | |
| May 2020 | $50M | Series C | – | Glynn Capital | – |
| Apr 2020 | – | Series B | – | TRAC | – |
| Aug 2019 | $15.4M | Series B | – | USVP |
| Date | Valuation | Stage |
|---|---|---|
| Aug 2021 | $1B | •••••••• |
Last known valuation $3B (Nov 2025). 43 investors in total: 35 institutional and 8 angel.
Investors in Human Interest
Human Interest has secured backing from 43 investors, including institutional, venture fund, and angel investors. Prominent investors backing the company include Morgan Stanley, FundersClub and BlackRock.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Long-short equity strategies are managed through specialized hedge funds. | 1997 | mwam.com | London, United Kingdom | |
Sector-agnostic VC investment company investing globally | – | therisefund.com | San Francisco, United States | |
Venture capital investment firm | – | nvc.vc | Burlingame, United States | |
Venture capital fund and fund of funds focused on early-stage startups | – | wing.vc | Palo Alto, United States | |
Venture capital is invested in various sectors by Crosslink Capital. | – | crosslinkcapital.com | San Francisco, United States | |
Early-stage tech investments are made primarily in US companies. | – | slow.co | New York, United States | |
Investments are directed toward early and late-stage tech companies. | – | glynncapital.com | Menlo Park, United States | |
VC firm that focuses on early stage investments in the US | – | usvp.com | Menlo Park, United States | |
Venture capital is invested in multiple sectors by Uncork Capital. | – | uncorkcapital.com | Palo Alto, United States | |
Venture capital firm investing in early-stage companies across fintech, healthcare, and multiple sectors | – | susaventures.com | San Francisco, United States |
Investor details for Human Interest
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
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People of Human Interest
173 people are tracked at Human Interest (40 in leadership, 133 in team); the tracked headcount is 919.
| Name | Role | Group |
|---|---|---|
Roger Lee | Co-Founder | Leadership |
Paul Sawaya | Founder | Leadership |
Briana Brundage | Senior Partner Account Manager ~ Southwest | Leadership |
Rakesh Mahajan | Chief Revenue Officer | Leadership |
Meredith Nealis | Director Of National Partnerships | Leadership |
Richard Smith Jr | Senior Regional Director Of Revenue - Northwest | Leadership |
Ashley Purwin | Sr. Director, Business Development & National Partnerships | Leadership |
Dan Williams Jr | Regional Director - Account Exectives | Leadership |
Jessica Damato | Head Of People | Leadership |
Adam Wade | Senior Regional Director - Southwest | Leadership |
Gennaro Romano | Director Of National Partnerships | Leadership |
Kyle Rhodes | Director Of Franchise Business Development & Partnerships | Leadership |
Tiffany Toms | Partner Revenue Share Specialist | Leadership |
Casey Weber | Director Of Operations | Leadership |
Abhi Mishra | CTO | Leadership |
N. Andrew Donofrio | Director, Financial Systems | Leadership |
Morgan McDonald | Senior Manager Of Partner Success | Leadership |
Meredith Provenzano | Senior Director, Customer Support | Leadership |
Chris Horne | Vice President Of Sales | Leadership |
Chris Kimmel | Regional Director - Northeast | Leadership |
153 more people are available in the full profile.
Complete people profiles for Human Interest
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
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- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of Human Interest
4 dated milestones of Human Interest across 10 years, from founding to its latest funding, stage changes and deals.
- Founded Human Interest is founded.
- Funding First funding round of $120K.
- Milestone Reaches Unicorn status.
- Funding Latest funding round, Series E, of $100.0M.
Competitors of Human Interest
Human Interest has 7 listed competitors in our database, 2 of them funded. They include Financial Engines, ForUsAll, OctaveWealth, MoneyIntel and Kepler Savings, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| financialengines.com | 1996 | Sunnyvale, United States | $85M | 2,401 | Employer-enabled financial planning platform | |
| forusall.com | 2013 | San Francisco, United States | $35.22M | – | Platform for managing 401(K) accounts | |
| octavewealth.com | 2012 | San Francisco, United States | – | – | Robo advisory platform is utilized for employer-enabled retirement planning. | |
| moneyintel.com | 2012 | Cupertino, United States | – | – | 401(k) plan administration and fiduciary services are provided to businesses. | |
| keplersavings.com | 2021 | Marysville, United States | – | – | Kepler Savings is an online platform for employers to manage workplace retirement savings programs. | |
| 401harmony.com | 2011 | Houston, United States | – | – | Provides retirement planning services for individuals with 401k and IRA plans. | |
| financialsoundings.com | 2006 | Miami, United States | – | – | Provides automated wealth advisory platforms for effective retirement planning. |
Detailed competitors of Human Interest
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
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Web traffic of Human Interest
The website of Human Interest (humaninterest.com) receives about 704.1K visits a month and ranks #62,165 among all websites worldwide, #3,912 in Finance.
- Monthly visits704.1K
▲ 14.7% vs previous month
- Unique visitors226.9K
per month
- Global rank#62,165
among all websites
- Category rank#3,912
Finance · Finance
- Bounce rate31%
- Pages per visit5.8
- Average visit3 min 16 sec
- DevicesDesktop 55% · Mobile 45%
Websites whose visitors overlap most with Human Interest. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| guideline.com | 100% | 586.8K | #69,512 | View details | |
| nerdwallet.com | 94% | 22.3M | #2,677 | View details | |
paycomonline.net | paycomonline.net | 85% | – | #1,997 | – |
| myubiquity.com | 78% | 126.3K | #270,313 | View details | |
| edelmanfinancialengines.com | 75% | 335.6K | #202,948 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 40 similar websites and full traffic analytics for Human Interest
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- 40 similar websites
- Audience overlap
- Engagement analytics
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Top companies in Investment & Financial Technology
10 companies that operate in the same segment as Human Interest (Investment & Financial Technology), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.58 B | USD 2.98 B | 4,841 | |
Online exchange platform for cryptocurrency | 2017 | Ta Xbiex, Malta | USD 2.02 B | – | 14,747 | |
Online social trading platform for cryptocurrency, stocks, ETFs, and CFDs | 2007 | Tel Aviv, Tel Aviv, Israel | USD 422.94 M | USD 925.73 M | 2,713 | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based brokerage stock trading platform | 1996 | Mumbai, Maharashtra, India | USD 38.41 M | USD 548.9 M | 3,830 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | – | 602 | |
Smart investment portfolios are offered via an online platform. | 2015 | Bengaluru, Karnataka, India | USD 121.05 M | USD 635.51 K | 231 | |
App-based automated investment and retirement planning platform | 2010 | New York, New York, United States | USD 335 M | – | 674 | |
Money Forward is engaged in providing financial technology solutions. | 2012 | Minato, Tokyo, Japan | USD 42.9 M | USD 322.51 M | 2,600 | |
Wealth management solutions are delivered for investment advisors. | 2009 | Mountain View, California, United States | USD 759.1 M | – | 1,524 |
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Related news about Human Interest
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Frequently Asked Questions about Human Interest
Human Interest was founded in 2015.
Human Interest is headquartered in San Francisco, United States. It is registered at San Francisco, California, United States.
Human Interest is a funded company, having raised a total of $789.02M across 13 funding rounds to date. The company's 1st funding round was a Series B of $15.4M, raised on Jul 2015.
Human Interest has 919 employees.
Founded in 2015 and based in San Francisco, United States, Human Interest operates as a retirement planning platform tailored for employers. Tools are provided for developing retirement plans, along with solutions for recording, accounting, and compliance management. A dashboard is featured that syncs payroll, administrative tasks, and compliance testing to support users in the financial services sector.
Human Interest's top competitors include Financial Engines, ForUsAll and MoneyIntel.
Human Interest has 43 investors. Key investors include Morgan Stanley, FundersClub, BlackRock, TPG, and Marshall Wace.
The valuation of Human Interest is $3B as of Nov 2025.
Human Interest operates through Captain401 Inc..
The website of Human Interest receives about 704 thousand visits a month and ranks #62,165 among all websites worldwide.