BenefitGuard Overview

  • Founded
  • 2010
  • Status
  • Acquired/​Merged
  • Latest Deal Type
  • M&A
  • Financing Rounds
  • 1

BenefitGuard General Information


Provider of employer-sponsored retirement plan services tailored for businesses of all sizes. The company provides recordkeeping, custodial, advisory, and full fiduciary services to cover all aspects of retirement plans, thereby helping organizations create less-complex and low-cost solutions that are convenient for both employers and employees.

Contact Information

Ownership Status
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Consulting Services (B2B)
Other Industries
Other Financial Services
Parent Company
Primary Office
  • 815 W 1250 S
  • Suite 120
  • Orem, UT 84058
  • United States
+1 (877) 000-0000
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BenefitGuard Valuation & Funding

Deal Type Date Amount Valuation/
Post-Val Status Debt

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BenefitGuard Comparisons

HQ Location
Total Raised
Post Valuation
Last Financing Details
Provider of employer-sponsored retirement plan services tailored for businesses of all sizes. The company provides recor
Consulting Services (B2B)
Orem, UT
00 0000-00-00

00000 00

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0000000000 00000000 (000)
San Francisco, CA
000 As of 0000
0000 0000-00-00
00000000000 000.00


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000000000 00000000
New York, NY
00 As of 0000
000000000 - 000.00
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BenefitGuard Competitors (3)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Human Interest Venture Capital-Backed San Francisco, CA 000 000.00 00000000000 000.00
00000000 Venture Capital-Backed New York, NY 00 000.00 000000000 - 000.00
0000000000 0000000 Corporation Metairie, LA
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BenefitGuard Executive Team (2)

Name Title Board Seat Contact Info
Matt Bradley Chief Executive Officer
Spencer Barclay Chief Operating Officer
To view BenefitGuard’s complete executive team members history, request access »