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Ubiquity Retirement + Savings
AddedFeb 15, 2024
UpdatedJun 18, 2026
Ubiquity Retirement + Savings

Ubiquity Retirement + Savings

Ubiquity, a rapidly growing FinTech company, specializes in HCM, SaaS, and robo-HCM solutions.

HQ
San Francisco, CA, US
Founded
1999
Overview
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Fundraising
Employees
Website

Ubiquity Retirement + Savings is a rapidly growing FinTech company specializing in Human Capital Management (HCM), Software as a Service (SaaS), and robo-HCM solutions. The firm focuses on providing innovative retirement plans, including 401(k), Safe Harbor 401(k), and Solo 401(k) options, catering to both businesses and self-employed individuals. Their offerings are designed to maximize contributions while ensuring compliance with nondiscrimination testing requirements.

Ubiquity stands out for its low-fee 401(k) plans, which are integrated seamlessly with financial advisors and other partners. The firm's investment philosophy centers on delivering cost-effective, tax-advantaged retirement solutions that benefit both employers and employees. Ubiquity's value-add services include comprehensive support through their Help Center, FAQs, and a range of resources aimed at simplifying retirement planning for their clients.

Ubiquity Retirement + Savings - Similar Companies

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Ubiquity Retirement + Savings - Quick Facts

Who are Ubiquity Retirement + Savings' competitors?

Companies similar to Ubiquity Retirement + Savings include Capitalize, Rocket Dollar, OctaveWealth and Human Interest.

When was Ubiquity Retirement + Savings founded?

Ubiquity Retirement + Savings was founded in 1999.

Where is Ubiquity Retirement + Savings' headquarters located?

Ubiquity Retirement + Savings' headquarters is located in San Francisco, CA, US.

When was Ubiquity Retirement + Savings' last funding round?

Ubiquity Retirement + Savings' most recent funding round was for $19M (USD) in March 2019.

How much has Ubiquity Retirement + Savings raised to-date?

As of Mar 26, 2019, Ubiquity Retirement + Savings has raised a total of $20M (USD).

How many employees does Ubiquity Retirement + Savings have?

Ubiquity Retirement + Savings has 91 employees as of Feb 4, 2024.

Ubiquity Retirement + Savings - Classification

NAICS
  • 520000Finance and Insurance
  • 522000Credit Intermediation and Related Activities
  • 522300Activities Related to Credit Intermediation
  • 522320Financial Transactions Processing, Reserve, and Clearinghouse Activities
SIC
  • 8700Engineering, Accounting, Research, Management, And Related Services
  • 8740Management And Public Relations Services
  • 8742Management Consulting Services
Show 6 more industry codes
SIC
  • 6000Depository Institutions
  • 6200Security And Commodity Brokers, Dealers, Exchanges, And Services
  • 6090Functions Related To Depository Banking
  • 6280Services Allied With The Exchange Of Securities Or Commodities
  • 6099Functions Related To Depository Banking, Not Elsewhere Classified
  • 6282Investment Advice