# Decades in family investing, powered by fintech and AI about us Backer pairs a long history of 529 experience with modern fintech infrastructure and AI-native operations. Backer, the company behind [SavingForCollege.com](https://www.savingforcollege.com) and [TrumpAccounts.com](https://trumpaccounts.com). _The page then runs a three-step timeline (no heading of its own):_ **27 years** Authority since 1999 Saving For College established an independent source for 529 plan data, ratings, tools, and editorial coverage. **11 years** Infrastructure beneath the experience Backer built the systems that support gifting, contributions, enrollment, servicing, and plan operations. **Now** The AI moment Agent-assisted operations let a focused team build and support millions of families each year. ## A small team that ships like fifty - Agents synthesize research and operating context before the team makes decisions. - Product, design, engineering, and everyone work from shared artifacts instead of serial handoffs. - People own judgment, review, partner collaboration, and enforce a high bar for what ships. The result is a small operating group able to maintain established infrastructure while investing in new programs. ## The team **Jordan Lee** Founder & CEO **Scott Morrison** Head of Product **Mathieu Lajugie** Head of Engineering ### Careers Help more families find and fund the right path for their future. We work in tight, accountable teams with agents embedded in research, building, and operations. [Email us](mailto:careers@backer.com) ## The entities and their roles Legal Backer is an SEC-registered investment adviser with advisory clients, but also operates non-advisory lines of business and two publishers. Backer is the tradename of Principly, Inc., an SEC-registered investment adviser and technology/administrative-services provider. Backer is not a broker-dealer, municipal advisor, or fiduciary to any plan. SavingForCollege.com (Saving for College, LLC) is an independent publisher of 529 plan data, ratings, tools, and editorial coverage. Since 2025, it also operates TrumpAccounts.com, an independent educational guide to Trump Accounts (530A). ### Document index - [Form ADV](https://backer.com/docs/Backer-Form-ADV-Part-2.pdf) - [Terms](/legal/#terms) - [Privacy](/legal/#privacy) - [Disclosures](/legal/#disclosures) ## Built on real family-investing activity our numbers ### 455,000+ 529 contributions processed ### 277,000+ People reached ### $100M+ Saved toward kids' futures ## We back what matters most One home for the whole village behind a kid – parents, grandparents, godparents, friends. [For families](/families/) --- _Site-wide footer copy and disclosure, shown on every page:_ The connected information, discovery, and infrastructure company for family investing. Backer is the tradename of Principly, Inc., an SEC-registered investment adviser. Our internet-based investment advisory services are designed to assist clients in saving for education and are not intended to provide comprehensive tax advice or financial planning. Our services are available to U.S. residents only. This website shall not be considered a solicitation or offering for any service or product to any person in any jurisdiction where such solicitation or offer would be unlawful. Investing in securities involves risks, and investing in 529 plans in particular involves certain tax considerations and related risks. Any investments you make in a 529 plan through Backer may lose value. Historical returns, expected returns, and probability projections are provided for informational and illustrative purposes, and may not reflect actual future performance. Our savings calculator is a hypothetical tool provided for illustrative purposes only and is based on important assumptions [described here](/legal/#disclosures). SavingForCollege.com and TrumpAccounts.com are independent publishing properties of Saving for College, LLC and do not provide investment advice. © 2026 Principly, Inc.