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BenefitGuard

BenefitGuard
2010 FOUNDED
M&A STATUS
M&A LATEST DEAL TYPE
1 FINANCING ROUNDS
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.

Ownership Status
Acquired/Merged
(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

BenefitGuard Valuation and Funding

Deal Type Date Amount Post-Val Valuation/
EBITDA
Debt Status

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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 00 0000 00000000000 0000
00000000 Venture Capital-Backed New York, NY 00 000.00 00000000000 000.00
00000000 000000000 Corporation 00
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BenefitGuard Executive Team (2)

Name Title Board
Seat
Contact
Info
Matt Bradley Chief Executive Officer
Spencer Barclay Chief Operating Officer