About BenefitWorks
BenefitWorks is a Financial Services company based in Lebanon (United States) founded in 1972, and was acquired by Fulton Financial in November 2020. Retirement, investment, and financial planning services are provided. Its focus areas include Asset Management and Diversified. Its competitors include Fidelity Investments, Morgan Stanley and Northwestern Mutual; 1 of its 3 listed competitors has raised funding.
Company details
BenefitWorks was established in 1972 in Lebanon, United States, within the financial services sector. Comprehensive retirement plans, investment options, and financial planning assistance are delivered to clients. Operations center on tailored advisory services for wealth management and benefits administration. The company maintains a presence in the U.S. market, supporting individuals and organizations with long-term financial strategies.
- Headquarters Lebanon, United States
- Stage Acquired
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website benefitworks.com
- Social LinkedIn
- Acquired by Fulton Financial (Nov 2020)
- Investors
- Acquired byFulton Financial
(Nov 2020)
Investors in BenefitWorks
BenefitWorks has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Fulton Financial.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Wealth management firm | 1882 | fult.com | Lancaster, United States |
Investor details for BenefitWorks
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
Timeline of BenefitWorks
2 dated milestones of BenefitWorks across 48 years, from founding to its latest funding, stage changes and deals.
- Founded BenefitWorks is founded.
- Exit Acquired by Fulton Financial.
Competitors of BenefitWorks
BenefitWorks has 3 listed competitors in our database, 1 of them funded. They include Fidelity Investments, Morgan Stanley and Northwestern Mutual.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. | ||
| northwesternmutual.com | 1857 | Milwaukee, United States | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. |
Detailed competitors of BenefitWorks
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Top companies in Asset Management
3 companies that operate in the same segment as BenefitWorks (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Related news about Benefitworks
Complete news archive for BenefitWorks
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Frequently Asked Questions about BenefitWorks
BenefitWorks was founded in 1972.
BenefitWorks is headquartered in Lebanon, United States.
BenefitWorks was established in 1972 in Lebanon, United States, within the financial services sector. Comprehensive retirement plans, investment options, and financial planning assistance are delivered to clients. Operations center on tailored advisory services for wealth management and benefits administration. The company maintains a presence in the U.S. market, supporting individuals and organizations with long-term financial strategies.
BenefitWorks's top competitors include Fidelity Investments, Northwestern Mutual and Morgan Stanley.
BenefitWorks has 1 investor. Key investors include Fulton Financial.
Yes. BenefitWorks was acquired by Fulton Financial in November 2020.