Beagle was created to address a common problem for people who change jobs: retirement accounts can remain with former employers and become difficult to track. The service markets tools for locating old 401(k)s, identifying plan fees and assisting with rollovers and other retirement-account actions.
The consumer website is operated by Beagle Financial Services, Inc. Current legal documents also identify Beagle Invest, LLC as an affiliated SEC-registered investment adviser. That distinction matters because general account-finding tools and regulated investment-advisory services are not the same service and can be governed by different agreements and fees.
Beagle’s founders include Shuo Jiao and Cyrus Ghazanfar. Public records and business profiles place the company’s early operating period around 2020–2021; its current legal terms should be used for the exact entity relationships, service conditions, fees and investment disclosures.
Customer support is primarily online. Beagle publishes a Contact Us page and support@meetbeagle.com in its customer agreements for account assistance and account closure requests. Because the service deals with retirement and investment information, users should avoid sending Social Security numbers, passwords or other sensitive credentials through social media or unofficial channels.
