Congruent Solutions Overview

  • Year Founded
  • 1986

Year Founded

  • Status
  • Private

  • Employees
  • 650

Employees

  • Latest Deal Type
  • PE Growth

  • Financing Rounds
  • 3

  • Investments
  • 1

Congruent Solutions General Information

Description

Developer of a cloud-based technology platform designed to support the retirement plan industry. The company's platform encompasses web and mobile application development, business process re-engineering, big data analytics, custom software solutions, enterprise application maintenance, and quality assurance services, enabling retirement plan providers to streamline operations, enhance accuracy, reduce costs, and ensure seamless plan administration and recordkeeping.

Contact Information

Website
www.congruentsolutions.com
Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Corporate Office
  • 10080 North Wolfe Road
  • Suite SW3-200
  • Cupertino, CA 95014
  • United States
+1 (802)
Primary Industry
Business/Productivity Software
Other Industries
Other Financial Services
BPO/Outsource Services
Vertical(s)
SaaS, TMT
Corporate Office
  • 10080 North Wolfe Road
  • Suite SW3-200
  • Cupertino, CA 95014
  • United States
+1 (802)

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Congruent Solutions Valuation & Funding

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

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Congruent Solutions Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Developer of a cloud-based technology platform designed to support the retirement plan industry. The company's platform
Business/Productivity Software
Cupertino, CA
650 As of 2025

Tampa, FL
 

Minneapolis, MN
 
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Congruent Solutions Competitors (5)

One of Congruent Solutions’s 5 competitors is ConnectWise, a Private Equity-Backed company based in Tampa, FL.

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
ConnectWise Private Equity-Backed Tampa, FL
Coherent Solutions Corporation Minneapolis, MN
Contentful Venture Capital-Backed Berlin, Germany
CapeStart Corporation Concord, MA
Belitsoft Corporate Backed or Acquired Warsaw, Poland
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Congruent Solutions Patents

  • 3

    Total Documents Applications and Grants

  • Total Patents Families

  • Granted

  • Pending

  • Expiring in next 12 mo

Congruent Solutions Recent Patent Activity

Publication ID Patent Title Status First Filing Date Technology (CPC) Citations
US-20120215718-A1 Computer implemented system and method for aggregating, analyzing and distributing information corresponding to retirement plans Inactive 17-Feb-2011
US-20140207706-A1 Computer implemented system and method for aggregating, analyzing and distributing information corresponding to retirement plans Inactive 17-Feb-2011
US-20170243168-A1 Computer implemented system and method for automatically aggregating, analyzing, and identifying retirement plans for plurality of users Inactive 17-Feb-2011 G06Q10/1057

Congruent Solutions Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

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Congruent Solutions Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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Congruent Solutions Investments (1)

Congruent Solutions’s most recent deal was a Buyout/LBO with IPX Retirement. The deal was made on 02-Apr-2025.

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
IPX Retirement 02-Apr-2025 Buyout/LBO Other Financial Services
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Congruent Solutions FAQs

  • When was Congruent Solutions founded?

    Congruent Solutions was founded in 1986.

  • Where is Congruent Solutions headquartered?

    Congruent Solutions is headquartered in Cupertino, CA.

  • What is the size of Congruent Solutions?

    Congruent Solutions has 650 total employees.

  • What industry is Congruent Solutions in?

    Congruent Solutions’s primary industry is Business/Productivity Software.

  • Is Congruent Solutions a private or public company?

    Congruent Solutions is a Private company.

  • What is Congruent Solutions’s current revenue?

    The current revenue for Congruent Solutions is .

  • How much funding has Congruent Solutions raised over time?

    Congruent Solutions has raised $1.4M.

  • Who are Congruent Solutions’s investors?

    Sanaka India Advisors has invested in Congruent Solutions.

  • Who are Congruent Solutions’s competitors?

    ConnectWise, Coherent Solutions, Contentful, CapeStart, and Belitsoft are competitors of Congruent Solutions.

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