BenefitStreet Overview

  • Year Founded
  • 1993

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 96


  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 2

  • Investments
  • 2

BenefitStreet General Information


Provider of solutions for corporate benefits in the United States. The company offers customer service, investment choices, and group benefits management and administration on demand. Its solutions provide a platform for the management and administration of defined benefits, and other qualified retirement and financial plans. It also offers actuaries and ERISA attorneys, advisory, billing and reconciliation, call centers, consulting, FSA support, pension, record keeping and administration, and training services.

Contact Information

Ownership Status
Financing Status
Formerly PE-Backed
Primary Industry
Specialized Finance
Other Industries
Other Insurance
Corporate Office
  • 12677 Alcosta Boulevard
  • Third Floor
  • San Ramon, CA 94583
  • United States
+1 (925) 000-0000

Want detailed data on 3M+ companies?

What you see here scratches the surface

Request a free trial

Want to dig into this profile?

We’ll help you find what you need

Learn more

BenefitStreet Valuation & Funding

Deal Type Date Amount Valuation/
Post-Val Status Debt

This information is available in the PitchBook Platform. To explore BenefitStreet‘s full profile, request access.

Request a free trial

BenefitStreet Signals

Growth Rate

0.80% Weekly
Weekly Growth 0.80%, 93rd %
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers


Similarweb Unique Visitors


Majestic Referring Domains


PitchBook’s non-financial metrics help you gauge a company’s traction and growth using web presence and social reach.

Request a free trial

BenefitStreet Former Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

This information is available in the PitchBook Platform. To explore BenefitStreet‘s full profile, request access.

Request a free trial

BenefitStreet Acquisitions (2)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
Schloss & Company 01-Jan-2004 0000000000 Other Commercial Services
EAInvest 28-Oct-2002 Merger/Acquisition Brokerage 000 00000
To view BenefitStreet’s complete acquisitions history, request access »

BenefitStreet Exits (1)

Company Name Exit Date Exit Type Exit Size Status Buyers
Schloss & Company 01-Jan-2004 000000000000000000 Completed
  • 0000000000000
To view BenefitStreet’s complete exits history, request access »

BenefitStreet FAQs

  • When was BenefitStreet founded?

    BenefitStreet was founded in 1993.

  • Where is BenefitStreet headquartered?

    BenefitStreet is headquartered in San Ramon, CA.

  • What is the size of BenefitStreet?

    BenefitStreet has 96 total employees.

  • What industry is BenefitStreet in?

    BenefitStreet’s primary industry is Specialized Finance.

  • Is BenefitStreet a private or public company?

    BenefitStreet is a Private company.

  • What is BenefitStreet’s current revenue?

    The current revenue for BenefitStreet is 000000.

  • Who are BenefitStreet’s investors?

    Belvedere Capital Partners has invested in BenefitStreet.

  • When was BenefitStreet acquired?

    BenefitStreet was acquired on 09-Apr-2009.

  • Who acquired BenefitStreet?

    BenefitStreet was acquired by NextStep Defined Contribution.

Data Transparency

  • Meet our data hygiene team

    Discover how our experts ensure you’re getting the most accurate financial data in the industry.

    Read blog »
  • How PitchBook sources data

    Our data operations team has logged over 3.5 million hours researching, organizing, and integrating the information you need most.

    Discover our process »