Sidepocket
San Francisco
About Sidepocket
Sidepocket Financial is a deep-tech RIA delivering the world’s first Tactical IRA™ for the self-employed. We automate retirement account contributions with our patented Contribution Engine, ensuring compliance with complex IRS rules, while our proprietary SRAC™ tactical strategies protect against downturns and grow wealth. Over 36M self-employed Americans leave behind $200B+ in untapped IRA deductions every year due to irregular income and tax complexity. Sidepocket makes contributions effortless, compliant, and tax-efficient’up to $69K annually per user’while compounding wealth through adaptive, regime-aware investing. With 5 years of R&D, 3 years of live track record, Apex Clearing integration, and $2.4M+ raised to date, Sidepocket is positioned to reinvent retirement for the fastest-growing workforce segment.
Company Facts
- Operating status: Active
- Company type: For Profit
- IPO status: Private
- Employees: 11 – 50
- Estimated revenue: $1K – $10K
- Total funding: $1.6M
- Funding stage: Seed
- Last round: Pre-Seed (Dec 2022)
- Website: sidepocket.com
- Phone: 470-588-7335
Industries & Categories
Finance, Financial Services, FinTech
Social Profiles
Canonical: https://fsome.com/organization/sidepocket-24934 · For the full interactive profile (charts, investors, team, acquisitions, press), please enable JavaScript.