Goldk

Based in Waltham, Massachusetts, GoldK operates as a provider of financial services tailored for small to medium-sized employers. The company was established in 1999 and focuses on delivering record-keeping services, mutual funds, and sponsored retirement plans. Its offerings include a suite of web-based financial services designed to support retirement plan operators.

The company's primary business falls within the B2B accounting, audit, and tax services industry. It targets employers looking to establish or manage retirement benefit programs for their workforce. The core of its business model revolves around providing the necessary infrastructure and financial products for these employer-sponsored plans. To fuel its growth, GoldK secured $43.8 million in funding, with notable investors including Pilot House Ventures Group.

Throughout its operational history, GoldK marked a significant milestone with the acquisition of Retirement Horizons on January 7, 2002. This strategic move likely expanded its capabilities or client base within the retirement services market. The company's journey as an independent entity concluded on January 5, 2005, when it was acquired by The Retirement Plan Company. At that time, the company had a team of 51 employees. Keywords: retirement plan services, financial services, record keeping, 401k administration, employer-sponsored plans, B2B financial services, mutual funds, retirement plan operators, pension administration, employee benefits, corporate retirement, Waltham MA, Pilot House Ventures, The Retirement Plan Company, Retirement Horizons, financial technology, asset management, investment services, small business retirement, medium business retirement