About Rocket Dollar
Rocket Dollar is a Technology company based in Austin (United States) founded in 2018 by Henry Yoshida, Richard Dude, and Thomas Young. It operates as a self-directed retirement accounts for alternative investments are facilitated. Rocket Dollar has raised $12.78 million across 4 funding rounds from investors including Sure Ventures, Gener8tor and Park West Asset Management. Its chief executive is Henry Yoshida. Its website rocketdollar.com draws about 19 thousand monthly visits. Rocket Dollar offers products and services including Rocket Dollar IRA, Solo 401(k), and Educational Resources. Its focus areas include FinTech, Investment Tech, Wealth Management Platforms and Investment Platforms. Its legal entity is Rocket Dollar, Inc. Its competitors include iJoin, Arnie, Utah Retirement Systems, Forge Trust and Genesee County Office of Fiscal Se and 3 more; 2 of its 8 listed competitors have raised funding.
Company details
Rocket Dollar was founded in 2018 in Austin, United States, as a financial platform focused on retirement planning. Self-directed solo 401(k) and IRA accounts can be opened by users through the platform. Investments in alternative assets, including real estate, startups, peer-to-peer lending, and cryptocurrency, are supported. Operations center on enabling diversified retirement strategies within the fintech sector.
- Total Equity Funding$12.78M (USD)
in 4 rounds
- Latest Funding Round$8M (USD), Series A
Sep 2021
- InvestorsSure Ventures
& 6 more
Products & Services of Rocket Dollar
Rocket Dollar offers a comprehensive portfolio of products and services, including Rocket Dollar IRA, Solo 401(k), and Educational Resources.
Self-directed IRA for investing in alternative assets like real estate and crypto.
Retirement plan for self-employed with high contribution limits and flexibility.
Guides and webinars for alternative investment strategies and retirement planning.
Apps and channels of Rocket Dollar
its YouTube channel Rocket Dollar has 898 subscribers and 30 videos.
Videos from Rocket Dollar
The most watched videos on Rocket Dollar's YouTube channel, Rocket Dollar (898 subscribers). Click a video to play it here.
More on Rocket Dollar.
Funding Insights of Rocket Dollar
Rocket Dollar has successfully raised a total of $12.78M across 4 strategic funding rounds. The most recent funding activity was a Series A round of $8 million completed in September 2021. 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 $12.78M
- Total Rounds 4
- Last Round Series A — $8M
- First Round $3.2M
(Mar 2019)
- Investors Count 7
All 4 funding rounds of Rocket Dollar 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 |
|---|---|---|---|---|---|
| Sep 2021 | $8M | Series A | – | Park West Asset Management | |
| May 2021 | $100,000 | Series A | – | Gener8tor | – |
| Jun 2020 | $1.48M | Series A | – | – | – |
| Mar 2019 | $3.2M | Series A | – | – | – |
7 investors in total: 7 institutional.
Investors in Rocket Dollar
Rocket Dollar has secured backing from 7 investors, including venture fund investors. Prominent investors backing the company include Sure Ventures, Gener8tor and Park West Asset Management.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Asset management services are provided in Larkspur, United States. | – | parkwestllc.com | Larkspur, United States | |
Venture capital fund investing in multiple sectors | – | hyphencap.com | San Francisco, United States | |
Investments are directed by Moneta toward data science technology startups. | – | monetavc.com | Bnei Brak, Israel | |
- | – | krakenventures.com | - | |
Early-stage technology companies are invested in by Sure Ventures. | 2017 | sureventuresplc.com | London, United Kingdom | |
- | – | primetimepartners.com | - | |
Startups are accelerated via a 12-week program with funding support. | 2012 | gener8tor.com | Madison, United States |
Investor details for Rocket Dollar
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of Rocket Dollar
7 people are tracked at Rocket Dollar (3 in leadership, 4 in team).
| Name | Role | Group |
|---|---|---|
Henry Yoshida | Co-Founder & CEO | Leadership |
Richard Dude | Co-Founder & CTO | Leadership |
Thomas Young | Co-Founder & CPO | Leadership |
Tristan Villa | Sales And Marketing Associate | Team |
Christopher Rawls | Marketing Associate | Team |
Brendan Walsh | Sales Manager And Partnerships Lead | Team |
Keith Casey™ | Advisor | Team |
Complete people profiles for Rocket Dollar
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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Timeline of Rocket Dollar
3 dated milestones of Rocket Dollar across 3 years, from founding to its latest funding, stage changes and deals.
- Founded Rocket Dollar is founded.
- Funding First funding round of $3.2M.
- Funding Latest funding round, Series A, of $8.0M.
Competitors of Rocket Dollar
Rocket Dollar has 8 listed competitors in our database, 2 of them funded. They include iJoin, Arnie, Utah Retirement Systems, Forge Trust and Genesee County Office of Fiscal Se, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| ijoinsuccess.com | 2018 | Scottsdale, United States | $1.6M | 10 | Software for employee retirement investment planning is provided by iJoin. | |
| arnie.co | 2021 | San Francisco, United States | $2.3M | – | Investment plans for retirement are provided via an online platform. | |
| urs.org | 1963 | Salt Lake, United States | – | 2 | Delivers retirement and pension benefits for state, local government, and public education employees. | |
| forgetrust.com | 2015 | Sioux Falls, United States | – | – | Alternative investment platform focused on retirement savings solutions. | |
| geneseecodcplans.com | 2020 | Columbus, United States | – | – | Offers retirement investment tools, calculators, and support for planning. | |
| mymoneymyfreedom.co | 2018 | Gilbert, United States | – | – | Financial coaching program teaching women investment and retirement planning strategies. | |
| accessfinancialinvestment.com | 2021 | Louisville, United States | – | – | Provides an online platform for investment and retirement planning tailored to individuals and advisors. | |
| irafinancial.com | 2010 | Miami, United States | – | – | Provides self-directed IRAs and 401(k)s for alternative asset investments and business funding. |
Detailed competitors of Rocket Dollar
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
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Verified entity values are shown only after access is granted.
Web traffic of Rocket Dollar
The website of Rocket Dollar (rocketdollar.com) receives about 19.4K visits a month.
- Monthly visits19.4K
▲ 116% vs previous month
Websites whose visitors overlap most with Rocket Dollar. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| broadfinancial.com | 100% | – | #2,610,993 | View details | |
| esignatureguarantee.com | 80% | 6K | #2,211,503 | View details | |
| arvest.com | 62% | 1.7M | #22,594 | View details | |
| myubiquity.com | 60% | 126.3K | #270,313 | View details | |
financial-planning.com | financial-planning.com | 53% | – | #566,502 | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 7 similar websites and full traffic analytics for Rocket Dollar
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 7 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Investment & Financial Technology
10 companies that operate in the same segment as Rocket Dollar (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 Rocket Dollar
Complete news archive for Rocket Dollar
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Frequently Asked Questions about Rocket Dollar
Rocket Dollar was founded in 2018 and raised its 1st funding round 1 year after it was founded.
Rocket Dollar is headquartered in Austin, United States. It is registered at Austin, Texas, United States.
Henry Yoshida is the current CEO of Rocket Dollar. They have also founded this company.
Rocket Dollar is a funded company, having raised a total of $12.78M across 4 funding rounds to date. The company's 1st funding round was a Series A of $3.2M, raised on Mar 2019.
Rocket Dollar was founded in 2018 in Austin, United States, as a financial platform focused on retirement planning. Self-directed solo 401(k) and IRA accounts can be opened by users through the platform. Investments in alternative assets, including real estate, startups, peer-to-peer lending, and cryptocurrency, are supported. Operations center on enabling diversified retirement strategies within the fintech sector.
Rocket Dollar's top competitors include iJoin, Arnie and Utah Retirement Systems.
Rocket Dollar offers Rocket Dollar IRA, Solo 401(k), and Educational Resources.
Rocket Dollar has 7 investors. Key investors include Sure Ventures, Gener8tor, Park West Asset Management, Hyphen Capital, and Moneta VC.
Rocket Dollar operates through Rocket Dollar, Inc..