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The “Ivy League” Club in Venture Capital and Investment Management
Talks about Finance, Investing and Venture Capital
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Henry Yoshida
Sr. VP at WAO Fintech
Austin, Texas
Overview
Henry Yoshida is the Co-founder of Rocket Dollar, a WAO Fintech company based in Austin, Texas. He has successfully founded and led multiple companies, including Honest Dollar (acquired by Goldman Sachs) and MY Group (acquired by CAPTRUST), showcasing his expertise in entrepreneurship and financial advisory.
Yoshida's career highlights include founding successful companies, such as Honest Dollar and MY Group, and leading Rocket Dollar as a Co-founder, demonstrating his strong entrepreneurial skills and expertise in financial services and retirement planning.
Work Experience
Sr. VP
2024 - Current
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
Rocket Dollar lets people unlock IRA/401(k) money, keep the tax benefits, and invest in alternative/private assets.
Raised $13,468,000.00 from Hyphen Capital, Primetime Partners, Tapestry VC, Henry Yoshida, Kraken, Global Millennial Capital, Park West Asset Management, Moneta VC, gener8tor and Sure Ventures.
Founder [Acquired by Goldman Sachs NYSE: GS]
2014 - 2017
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.
Vice President
2000 - 2010
The Rand Group is a San Francisco-based wealth management team led by Managing Director Daniella Rand.
Intern
1998 - 1998