HY

Henry Yoshida

Co-founder Rocket Dollar, a WAO Fintech company

Austin, Texas

Angel

Invests in

Sectors:

FinTech
Austin

Locations:

Austin, Texas

  • Min Investment:

    $5,000.00

  • Max Investment:

    $50,000.00

  • Target Investment:

    $25,000.00

Skills

401k
Retirement Plan Consulting
Retirement
Start-ups
Retirement Planning
Investments
Entrepreneurship
Business Strategy
Financial Advisory
Investment Management
Finance
401(k) Retirement Savings Plans
Financial Services
Asset Management
Business Planning
Management
Strategic Partnerships
Defined Contribution
Employee Benefits

Education

Investments

Rocket Dollar

Seed

Total Funding: $12M

Oliver Technology Corporation

Seed

Total Funding: $2M

BlueCheck Inc

Convertible Note

Total Funding: $440K

Rabbet

Angel

Total Funding: $8M

Vault

Seed

Total Funding: $12M

Liveoak Technologies

Debt Financing

Total Funding: $12M

Real Savvy

Debt Financing

Total Funding: $3.8M

Work Experience

WAO Fintech

2024

  • Sr. VP

    2024

Rocket Dollar, Inc.

2018

  • Co-Founder

    2018

    Rocket Dollar, a WAO Fintech company, makes it easy to unlock retirement savings to invest in private and alternative assets. For more information, visit www.rocketdollar.com

Honest Dollar

2014 - 2017

  • Founder [Acquired by Goldman Sachs NYSE: GS]

    2014 - 2017

MY Group

2010 - 2014

  • Founder [Acquired by CAPTRUST]

    2010 - 2014

    Founder and Principal of SEC Registered RIA with $2.5 Billion in AUM for mid to large market plan sponsor clients. 2014 finalist: ASPPA/NAPA 401(k) Leadership Award, 2012 and 2013: finalist for PLANSPONSOR Magazine’s Retirement Plan Adviser of the Year, 2010 and 2011: Top 10 Most Influential in the Defined Contribution Industry for Investment Wire.

Merrill Lynch

2000 - 2010

  • Vice President

    2000 - 2010

White House Intern under President Clinton

1998 - 1998

  • Intern

    1998 - 1998