BenefitGuard Overview

  • Founded

  • 2010

Founded
  • Status

  • Acquired/​Merged

  • Latest Deal Type

  • M&A

  • Financing Rounds

  • 1

BenefitGuard General Information

Description

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

Website
www.benefitguard.com
Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Consulting Services (B2B)
Other Industries
Other Financial Services
Parent Company
HealthEquity
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/
EBITDA		 Post-Val Status Debt

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BenefitGuard Comparisons

Description
Primary
Industry
HQ Location
Employees
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
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0000 0

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00000 000000000 00000000
San Francisco, CA
00 As of 0000
00.00
000000000 00.00

000000

mmodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fug
000000000 00000000
New York, NY
000 As of 0000
00000
00000000000 00000
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BenefitGuard Competitors (4)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Icon Savings Plan Venture Capital-Backed San Francisco, CA 00 00.00 000000000 00.00
00000000 Venture Capital-Backed New York, NY 000 00000 00000000000 00000
00000 00000000 Venture Capital-Backed San Francisco, CA 000 00000 00000000000 00000
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 »