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Ubiquity Retirement + Savings

88 employees

Since 1999, Ubiquity's mission has remained the same – to provide small business owners with qualified retirement plans that meet their needs and propel them towards bright financial futures. They've stood as an industry leader in the benefits space by combining advanced technology and world-class customer support to cost and compliance challenges that negatively impact businesses nationwide. Through this approach, they've transformed 16,000+ businesses and hundreds of thousands of lives, helping them achieve financial security and peace of mind through plans that are fully customizable, simple, and affordable.

Investor insights

Funding rounds participated in

$19M sweet spot round size

Investor type

Privately Held

Basic info

Industry

Financial Services

Sectors

Financial Services

Date founded

1999

Funding rounds raised

Total raised

$19M

from investors over 1 rounds

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Ubiquity Retirement + Savings raised $19M on April 26, 2019

FAQ