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Ubiquity Retirement + Savings

myubiquity.com
Ubiquity Retirement + Savings is a small-business 401(k) provider founded in 1999 that offers flat-fee, full-service retirement plans — including 401(k), Safe Harbor 401(k), and Solo 401(k) — to employers across the US, with payroll integrations, compliance reporting, and a partner network for financial advisors.
TCPJMSMCVRJMSBPS
199951-200 emp
San Francisco, California
$50 Million to 100 Million revenue
Financial Services
NAICS 52
1415•••••68
TECH STACK
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Ubiquity Retirement + Savings campaignconsultative3000 target
Companies like Ubiquity Retirement + Savings — Financial Services, 51-200
“Offer employees a retirement benefit with predictable flat pricing, easy administration, and compliance support tailored to smaller employers.”
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Companies 23
Decision-makers 33
Emails 20
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Companies like Ubiquity Retirement + Savings — competitors and alternatives

CompanyWhat they doLocationSizeHiring
Myubiquitymyubiquity.com
TCMSBE
Ubiquity Retirement + Savings is a small-business 401(k) provider founded in 1999 that offers flat-fee, full-service retirement plSan Francisco, California51-200
Fidelityfidelity.com
MMGTPP
Vanguardvanguard.com
DCJCKH
Vanguard is a mutual fund, ETF, and retirement plan provider that has served investors for 50 years, combining time-tested investmValley Forge, Pennsylvania5000+
Charles Schwabschwab.com
Charles Schwab is a financial services company offering brokerage and trading, banking, and retirement accounts, with Schwab TradiSan Francisco, California5000+
Empowermyretirementempowermyretirement.com
Human Interesthumaninterest.com
JDTFCC
Human Interest is a 401(k) and 403(b) plan provider for small and medium-sized businesses, offering affordable, zero-transaction-fSan Francisco, California201-1000
Guidelineguideline.com
JCPKRT
Guideline (now part of Gusto) is a low-cost, highly automated 401(k) and retirement plan provider that offers Starter, Core, and EBurlingame, California51-200
Bettermentbetterment.com
PLSKHH
Betterment is an automated investing and financial planning platform that helps individuals grow money through goal-setting tools,New York, New York201-1000
Financial ServicesOverland Park, Kansas51-200
Vestwellvestwell.com
ASDSBK
Vestwell is a financial technology company founded in 2016 that provides a workplace savings platform for employers and financial New York, New York201-1000
Ascensusascensus.com
BMNGDP
Ascensus is a market-leading provider of tax-advantaged savings plans and retirement plan services, operating as the largest indepDresher, Pennsylvania5000+
PlanMember Financial Corporationplanmember.com
MAGSNR
PlanMember Financial Corporation is a retirement planning and employee benefit services firm headquartered in Carpinteria, CaliforCarpinteria, California201-1000
Zenefitszenefits.com
Human Resources ServicesSan Francisco, California5000+
SRABCV
ADP is a global payroll and HR services company founded in 1949, serving over one million companies across 140 countries with payrRoseland, New Jersey5000+
KACLCH
SoFi is a values-driven financial services company on a mission to help members get their money right, creating modern financial pSan Francisco, California5000+
Trowepricetroweprice.com
T. Rowe Price is a global asset management organization headquartered in Baltimore, Maryland, that actively manages equity, fixed Baltimore, Maryland5000+
Paychex (Nasdaq: PAYX) is a leading provider of integrated human capital management solutions for payroll, benefits, human resourcRochester, New York5000+
Empower is a personal finance platform that helps over 20 million people manage money across personal strategy, IRAs, high-yield cGreenwood Village, Colorado5000+
E*TRADE from Morgan Stanley is a pioneer online brokerage and digital investing platform that has executed the first-ever electronEnglewood, Colorado5000+
Merrill Edgemerrilledge.com
Merrill Edge is an online brokerage platform offering self-directed investment accounts, stock trading, and online investing serviArizona1001-5000
Robinhoodrobinhood.com
Robinhood is a commission-free trading and investing platform that lets users trade stocks, options, crypto, and futures with fracMenlo Park, California1001-5000
Wealthfrontwealthfront.com
Wealthfront is a robo-advisor financial services company that combines automated investing with high-yield cash management, offeriPalo Alto, California201-1000
Interactive Brokers LLCinteractivebrokers.com
Interactive Brokers LLC is a global brokerage and trading platform founded in 1977, offering stocks, ETFs, options, futures, spot Greenwich, Connecticut1001-5000
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Ubiquity Retirement + Savings is a small-business 401(k) provider founded in 1999 that offers flat-fee, full-service retirement plans — including 401(k), Safe Harbor 401(k), and So
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Frequently asked questions about Ubiquity Retirement + Savings

What does Ubiquity Retirement + Savings do?

Ubiquity Retirement + Savings is a small-business 401(k) provider founded in 1999 that offers flat-fee, full-service retirement plans — including 401(k), Safe Harbor 401(k), and Solo 401(k) — to employers across the US, with payroll integrations, compliance reporting, and a partner network for financial advisors.

Who are Ubiquity Retirement + Savings's competitors?

Companies like Ubiquity Retirement + Savings include Fidelity, Vanguard, Charles Schwab, Empowermyretirement, Human Interest. See the full list of 24 competitors and alternatives above.

How many employees does Ubiquity Retirement + Savings have?

Ubiquity Retirement + Savings has approximately 51-200 employees and is in the Financial Services industry.

Where is Ubiquity Retirement + Savings headquartered?

Ubiquity Retirement + Savings is headquartered in San Francisco, California.

What industry is Ubiquity Retirement + Savings in?

Ubiquity Retirement + Savings operates in the Financial Services industry.

Who are the decision-makers at Ubiquity Retirement + Savings?

Key decision-makers and buying contacts at Ubiquity Retirement + Savings are listed above, including leaders across executive, finance, sales and operations.