Ubiquity Retirement + Savings Status
The company raised $955,211 of venture funding from Modern Holdings and Otter Capital on August 15, 2011.
Provider of record keeping and administration services designed to offer 401k and other retirement plans. The company's record keeping and administration services allows to built on smart technology that can be managed in minutes and with zero hidden fees, resulting in more compounding dollars saved, enabling users to lower their taxable income and save more for future at the same time.
Year Founded
1999
Employees
71
RevenueFY 2016
$13.6 M
General Information
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Website
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Business Status
Profitable
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Ownership Status
Privately Held (backing)
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Financing Status
Venture Capital-Backed
Ubiquity Retirement + Savings News and Updates
Biden’s First Veto Keeps DOL’s ESG Rule in Place
PLANADVISER | March 18, 2023
The PLANADVISER Interview: Aaron Schumm, Vestwell Founder ...
PLANADVISER | March 18, 2023
Inflation's still here — these 4 tips will help you deal
CNBC | March 14, 2023
Tips To Plan For A Longer Retirement – Forbes Advisor
Forbes | March 13, 2023
Student Loan Firm Candidly Raises $20.5M in Financing
PLANADVISER | March 8, 2023
Human Interest Targeting 401(k)s for Hourly Workers
PLANADVISER | March 8, 2023
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Headquarters
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HQ Address Line 11160 Battery Street
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HQ Address Line 2Suite 350
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HQ CitySan Francisco
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HQ State/ProvinceCalifornia
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HQ Post Code94111
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HQ CountryUnited States
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