Built by Entrepreneurs,
for Entrepreneurs
We know what it's like to have irregular income, complex taxes, and big dreams for the future. That's why we built Sidepocket.
We built Sidepocket because we needed it ourselves.
Our Mission
America faces a retirement crisis measured in trillions. One-third of retirees are forced back to work. Meanwhile, AI is accelerating the shift to freelance and gig work — millions of Americans now juggle side hustles just to make ends meet.
We're here to give every self-employed American a fighting chance at a prosperous retirement — with tools that were once only available to the wealthy.
Our Story
Sidepocket was born out of frustration. Our founders, all self-employed professionals themselves, were tired of the same problems year after year:
- Not knowing how much they could safely contribute to retirement
- Waiting until April to make a lump-sum contribution
- Missing out on months of potential market growth
- Paying more in taxes than necessary
We realized that the tools and advice available were built for W-2 employees with steady paychecks — not for freelancers, consultants, and business owners with variable income.
So we built something better. Sidepocket combines sophisticated contribution calculations with tactical automated investing designed to reduce the anxiety of leaving your money in volatile markets. We make it easy to maximize your retirement savings all year long, with smarter strategies that help you sleep at night.
Our Team
Founded by entrepreneurs and founders who have built companies that have created multi-billion-dollar industries through disruption, our team includes hedge fund quants, CFA Charterholders, cryptographers, and university researchers with experience shaping fintech at Chime and Intuit, payments at PayPal, Visa, and JP Morgan Chase, and technology at Dropbox and Pinterest.
Deep Expertise Across Finance & Technology
Security Engineers
Bank-grade encryption and security protocols protecting your data and assets.
CFA Charterholders
Investment professionals with the gold standard in portfolio management.
Ph.D. Researchers
Academic rigor applied to ML models and financial optimization algorithms.
Quantitative Analysts
Data-driven strategies for tactical asset allocation and risk management.
Financial Advisors
Fiduciary experts focused on your long-term financial wellbeing.
Tax & Accounting
CPA partners ensuring optimal tax strategy and compliance.
Companies We've Helped Build
Our team has shaped products at leading fintech, tech, blue-chip financial institutions, quant hedge funds, and academic research universities.
What We Believe
Simplicity Wins
Retirement planning shouldn't require a finance degree. We make complex things simple so you can focus on your work.
Your Money, Your Control
We're fiduciaries legally bound to act in your best interest. Your account is always yours, and you can leave anytime.
Transparency Always
No hidden fees, no confusing terms. We tell you exactly what you'll pay and what you'll get.
Built for the Long Term
We're not chasing short-term gains. Everything we do is designed to help you build lasting wealth.
Trust & Security
SEC Registered
Sidepocket Inc DBA Sidepocket Financial is a registered investment advisor with the U.S. Securities and Exchange Commission.
Fiduciary Duty
We are legally obligated to act in your best interest at all times.
SIPC Protected
Your investments are held at Apex Clearing Corporation and protected by SIPC insurance up to $500,000. 3
Bank-Level Security
256 bit encryption protects your data. We use the same security standards as major financial institutions.
Join Our Team
We love meeting talented people to join our team when the time is right. We are a small, nimble team of high executors that move quickly and efficiently.
Please email us your resume at [email protected]
Email Us