Skip to content

about us

Decades in family investing, powered by fintech and AI

Backer pairs a long history of 529 experience with modern fintech infrastructure and AI-native operations.

  • 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

    Jordan Lee

    Founder & CEO

  • Scott Morrison

    Scott Morrison

    Head of Product

  • Mathieu Lajugie

    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

our numbers

Built on real family-investing activity

  • 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.