When was Sidepocket founded?

Sidepocket was founded in 2020.

Where is Sidepocket located?

Sidepocket is headquartered in San Francisco, United States.

How many employees does Sidepocket have?

As of Sep 30, 2026, the latest employee count at Sidepocket is 5.

Is Sidepocket a funded company?

Sidepocket is a funded company, having raised a total of $3.3M across 2 funding rounds to date. The company's 1st funding round was a $***** Seed round.

When was the latest funding round of Sidepocket?

Sidepocket's latest funding was a $***** Seed round, with participation from 0 investor.

Where does Sidepocket rank among its competitors?

Sidepocket ranks 3rd amongst 10 active competitors, of which 3 are funded. It stands 2nd in terms of total funding among its competitors. The most recent competitor to raise funding was Savvly, which secured $20K in Jan, 2023.

Who are the top competitors of Sidepocket?

Sidepocket's top competitors include AltoIRA, Savvly and Digital Trust. Among them, Savvly secured the most recent funding round in January, 2023.

Sidepocket - 2026 Company Profile, Team, Funding & Competitors

Sidepocket is a seed company based in San Francisco (United States), founded in 2020 by Morgan McQuown and Shridhar Swaminathan. It operates as a Provider of AI-driven tax and retirement savings automation for self-employed professionals. Sidepocket has raised $3.3M in funding from Pinnacle Investments. The company has 10 active competitors, including 3 that are funded. Its top competitors include companies like AltoIRA, Savvly and Digital Trust.

Company Details

Sidepocket built the infrastructure that lets the 33 million Americans who work for themselves automate their tax and retirement savings and invest them in minutes. Its patent-pending contribution engine uses AI/ML to turn irregular income into a safe monthly contribution, confirm account eligibility, and fund SEP and Roth IRA accounts all year. Savings are invested through the Tactical IRA, managed by Sidepocket Financial, an SEC-registered investment adviser that has managed client capital since June 2022. Distributed through CPA firm partnerships. Seed lead investor: Pinnacle Investments (not Pinnacle Investments Trust). Daniel Idzkowski: CIO (not founder).

Website: sidepocket.com
Social
Email ID: *****@sidepocket.com

Key Metrics

Founded Year

2020

Location

San Francisco, United States

Stage

Seed

Total Funding

$3.3M in 2 rounds

Latest Funding Round

Seed, $*****

Investors

Pinnacle Investments & 1 more

Ranked

3^rd among 10 active competitors

Employee Count

5 as on Sep 30, 2026

Similar Companies

AltoIRA & 18 more

View Sidepocket's full profile

Sidepocket has raised a total funding of $3.3M over 2 rounds. Sidepocket has 2 institutional investors.

View details of Sidepocket's funding rounds and investors

The founders of Sidepocket are Morgan McQuown and Shridhar Swaminathan.

Here are the details of Sidepocket's key team members:

Morgan McQuown: Co-Founder of Sidepocket and founder of 1 other company.
Shridhar Swaminathan: Co-Founder & CTO of Sidepocket.

View details of Sidepocket's Founder profiles and Board Members

Sidepocket's employee count trend

Sidepocket has 5 employees as of Sep 26. Here is Sidepocket's employee count trend over the years:

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Top competitors of Sidepocket include AltoIRA, Savvly and Digital Trust. Here is the list of Top 10 competitors of Sidepocket, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	AltoIRA 2015, Nashville (United States), Series B	Alternative investment platform for multiple assets	$73.1M	Advance Venture Partners, Moment Ventures ... & 36 others	67/100
2nd	Savvly 2020, Boulder (United States), Seed	App-based platform for retirement planning and investment	$20K	Techstars, Moai Capital	39/100
3rd	Sidepocket 2020, San Francisco (United States), Seed	Provider of AI-driven tax and retirement savings automation for self-employed professionals	$3.3M	Miroma Ventures & 1 others	34/100
4th	Digital Trust 2021, Las Vegas (United States), Unfunded	Retirement investment platform for individuals	-	-	29/100
5th	IRA Financial Group 2021, Miami Beach (United States), Unfunded	Provider of retirement investment solutions in various alternative assets	-	-	24/100
6th	iTrustCapital 2023, Nashville (United States), Funding Raised	IRA platform	-	-	24/100
7th	Solos 2021, Mountain View (United States), Deadpooled	Online platform for investments for retirement	-	-	23/100
8th	Trustee Empowerment and Protection 1998, Orlando (United States), Unfunded	Provider of investment analysis and monitoring for retirement plan trustees	-	-	19/100
9th	My Digital Money Pasadena (United States), Unfunded	Provider of platform for self-directed cryptocurrency individual retirement accounts	-	-	16/100
10th	reddi 2024, Conshohocken (United States), Unfunded	Provider of an income-driven investment platform delivering pension-level predictability for retirement	-	-	16/100