Go Invest LLC

Go Invest LLC is a registered investment advisor that provides an internet-based platform to assist retirement plan sponsors with plan administration and to offer individual retirement account services, such as rollover management, to individual investors. Go Invest manages investment portfolios using a digital platform that automates portfolio rebalancing and offers various investment strategies, including target-date funds, risk-based portfolios, and custom allocations built with index mutual funds and exchange-traded funds. The firm operates primarily through a web-based dashboard where users can monitor their account values, performance, and contribution data, and access online financial wellness educational materials. Go Invest is a wholly owned subsidiary of RetireGO Inc.