Ubiquity Retirement Savings

  • Financial Services
  • San Francisco CA
  • 111 employees
  • Financial Services
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Company Overview

Headquarters
44 Montgomery St, San Francisco CA
Website
myubiquity.com
Phone
(855) 401-****
Employees
111
Founded in
1999
Industry
Financial Services
NAICS Code
52511, 525110, 525, 52, 5251
SIC Code
63, 637
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Financials & Stats

Revenue

$13B

Total Funding Amount

$27M

Web Visits

100,000-200,000

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Who is Ubiquity Retirement Savings

Ubiquity Retirement Savings is a company based in San Francisco, California, specializing in providing retirement plan solutions for small businesses. With a team of 111 employees, Ubiquity has generated $13 million in revenue. Ubiquity Retirement Savings focuses on offering qualified retirement plans tailored to the specific needs of small business owners. Their plans are designed to be fully customizable, simple to manage, and affordable, addressing the common cost and compliance challenges faced by businesses nationwide. The company distinguishes itself through its combination of advanced technology and exceptional customer support. This approach has enabled them to assist over 16,000 businesses and hundreds of thousands of individuals in achieving financial security and peace of mind. For more information about Ubiquity Retirement Savings and their retirement plan solutions, visit their website at myubiquity.com.

Company Leadership

Mo El-Emari

SVP - Client Experience

Phone Email
Samantha Moody

Strategic Partnerships

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Ubiquity Retirement Savings Industry Tags

retirement
small business
401(k)
IRA
fintech
Finance
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Ubiquity Retirement Savings Tech Stack

JavaScript
HTML
PHP
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Companies Similar to Ubiquity Retirement Savings

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13M 56 Maitland, FL 1994
13M 91 Tucson, AZ 1937
13M 3 Denver, CO 2013
13M 6 Novato, CA
13M 17 Washington, DC 2014
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FAQ

What is the location of Ubiquity Retirement Savings's headquarters?
The headquarters of Ubiquity Retirement Savings are situated at 44 Montgomery St, San Francisco CA
What is Ubiquity Retirement Savings's phone number?
Ubiquity Retirement Savings's contact number is (855) 401-****.
What is Ubiquity Retirement Savings's official website?
The official website of Ubiquity Retirement Savings can be found at myubiquity.com.
What is Ubiquity Retirement Savings's current revenue?
As of April 2023, Ubiquity Retirement Savings's annual revenue reached $13B.
How many employees does Ubiquity Retirement Savings currently have?
Ubiquity Retirement Savings employs approximately 111+ people as of April 2023
Which industries is Ubiquity Retirement Savings primarily operating in?
Ubiquity Retirement Savings operates in the following industries: Finance, Credit
Who is the SVP - Client Experience of Ubiquity Retirement Savings?
Ubiquity Retirement Savings's SVP - Client Experience is Mo El-Emari
What are Ubiquity Retirement Savings's industry tags?
Ubiquity Retirement Savings's industry tags include: retirement, small business, 401(k)
What is Ubiquity Retirement Savings's total funding to date?
Ubiquity Retirement Savings has secured $27M as of April 2023
When was Ubiquity Retirement Savings founded?
Ubiquity Retirement Savings was founded in 1999.

Employee Directory

Key Employees

Chad Parks

Founder & CEO

Phone Email

Suzanne Bulat

Implementation Manager

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Brian K Bostwick

IT Helpdesk Technician

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Janet Moulin

Regional Sales Director

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Pablo Grodnitzky

Senior Vice President of Global Sales

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Krysta Magee

Financial Operations Analyst

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Colin Campbell

Salesforce Administrator

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Timothy Comia

Senior Client Success Specialist

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