BACKER – BOILERPLATE AND FACT SHEET Every line below is either copied verbatim from backer.com or quoted from published coverage, with the source named. Verified 2026-08-31. Press desk: press@backer.com SHORT (one sentence) -------------------- The connected information, discovery, and infrastructure company for family investing. LONG (verbatim site copy, in order) ----------------------------------- Backer builds modern financial infrastructure and consumer experiences to help families invest more in their kids. [backer.com home, hero lead] Backer pairs a long history of 529 experience with modern fintech infrastructure and AI-native operations. [backer.com/about, hero lead] Backer, the company behind SavingForCollege.com and TrumpAccounts.com. [backer.com/about, hero byline] Families can create or link a 529 account, customize their gifting page, and invite family and friends to contribute. [backer.com home, "Spanning the 529 / 530a ecosystem"] Partners can flexibly offer Backer’s best-in-class 529 gifting functionality to their users or clients. [backer.com home, "Spanning the 529 / 530a ecosystem"] THE NUMBERS (exact site phrasing) --------------------------------- 455,000+ 529 contributions processed 277,000+ People reached $100M+ Saved toward kids' futures [backer.com, "Built on real family-investing activity"] FACT SHEET ---------- Legal entity Backer is the tradename of Principly, Inc., an SEC-registered investment adviser. [backer.com footer disclosure, on every page] Fuller entity line 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. [backer.com/about, "The entities and their roles"] Publishing properties 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). [backer.com/about, "The entities and their roles"] Former name Backer traded as CollegeBacker until 2021. Coverage from before 2021 carries that name. [FinTech Global, 2021-04-29: "Social savings platform CollegeBacker, which has rebranded to Backer"; the same note appears on backer.com/newsroom] Public launch TechCrunch reported the public launch of the college savings advisory service on September 12, 2016, under the headline "CollegeBacker publicly launches its college savings account advisory service". [TechCrunch, 2016-09-12 – techcrunch.com/2016/09/12/collegebacker-publicly-launches-its-robo-advisory-college-savings-platform/] App CNBC, May 31, 2021: "Backer, a San Francisco-based company that is working to make 529 plans more accessible, went live with its app in 2017." [CNBC, 2021-05-31 – cnbc.com/2021/05/31/new-apps-aim-to-change-the-way-parents-save-for-college.html] Funding and acquisition Backer announced a $9.5M Series A and the acquisition of Saving For College on December 19, 2023. [backer.com/newsroom/series-a/; FinTech Global, 2023-12-20] Leadership Jordan Lee, Founder & CEO. Scott Morrison, Head of Product. Mathieu Lajugie, Head of Engineering. [backer.com/about, "The team"] Founded Backer was founded in 2015. [Jordan Lee, 2026-09-17; published on the site as the Organization node's foundingDate (src/components/StructuredData.astro)] Press contact press@backer.com [backer.com/newsroom; backer.com/newsroom/series-a/] NOT IN THIS KIT, AND WHY ------------------------ - Headcount and revenue. Not published. - A headquarters address. The only geography in the cited coverage is CNBC’s 2021 description of Backer as "a San Francisco-based company"; treat that as a 2021 press description, not a current address. - Leadership headshots and bios. No press-resolution portraits exist yet – ask press@backer.com. - Partner, plan and customer logos. None are rights-cleared for third-party use. DISCLOSURE ---------- Backer is the tradename of Principly, Inc., an SEC-registered investment adviser.