BenefitGuard Overview

  • Year Founded
  • 2010

Year 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
Financing Status
Corporate Backed or Acquired
Corporate Office
  • 815 W 1250 S
  • Suite 120
  • Orem, UT 84058
  • United States
Primary Industry
Consulting Services (B2B)
Other Industries
Other Financial Services
Acquirer
HealthEquity
Vertical(s)
Industrials
Corporate Office
  • 815 W 1250 S
  • Suite 120
  • Orem, UT 84058
  • United States

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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

Mobile, AL
 

Rockville, MD
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BenefitGuard Competitors (10)

One of BenefitGuard’s 10 competitors is Employee Fiduciary, a Corporation company based in Mobile, AL.

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Employee Fiduciary Corporation Mobile, AL
Massmutual Greater Washington Corporation Rockville, MD
Massmutual Greater Houston Corporation Houston, TX
Massmutual Northern California Corporation Walnut Creek, CA
Massmutual Eastern Pennsylvania Corporation Horsham, PA
You’re viewing 5 of 10 competitors. Get the full list »

BenefitGuard FAQs

  • When was BenefitGuard founded?

    BenefitGuard was founded in 2010.

  • Where is BenefitGuard headquartered?

    BenefitGuard is headquartered in Orem, UT.

  • What industry is BenefitGuard in?

    BenefitGuard’s primary industry is Consulting Services (B2B).

  • Is BenefitGuard a private or public company?

    BenefitGuard is a Private company.

  • What is the current valuation of BenefitGuard?

    The current valuation of BenefitGuard is .

  • What is BenefitGuard’s current revenue?

    The current revenue for BenefitGuard is .

  • Who are BenefitGuard’s competitors?

    Employee Fiduciary, Massmutual Greater Washington, Massmutual Greater Houston, Massmutual Northern California, and Massmutual Eastern Pennsylvania are some of the 10 competitors of BenefitGuard.

  • When was BenefitGuard acquired?

    BenefitGuard was acquired on 09-Jun-2017.

  • Who acquired BenefitGuard?

    BenefitGuard was acquired by HealthEquity.

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