Impact Benefits & Retirement

Portland, United States Founded: 2016 • Age: 10 yrs Acquired By OneDigital
Diversified investment management services are provided to clients.
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About Impact Benefits & Retirement

Impact Benefits & Retirement is a company based in Portland (United States) founded in 2016 was acquired by OneDigital in June 2021.. Impact Benefits & Retirement operates in a competitive market with competitors including Fidelity Investments, Investec, Morgan Stanley, FNZ and Northwestern Mutual, among others.

  • Headquarter Portland, United States
  • Sectors
    Financial Services
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
  • Social
    *********
Operational Areas
Financial Services → Investment Management & Advisory
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
  • Employee Count
    Employee Count
  • Acquired by
    OneDigital

    (Jun 01, 2021)

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Funding Insights of Impact Benefits & Retirement

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investors in Impact Benefits & Retirement

Impact Benefits & Retirement has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include OneDigital. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.

All
Institutional
Investor Description Founded Year Domain Location
HR management solutions, including advisory and compliance services, are provided.
Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

Investments & Acquisitions by Impact Benefits & Retirement

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016

Financial Statements - Impact Benefits Retirement

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Impact Benefits & Retirement Comparisons

Employees
+
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Competitors of Impact Benefits & Retirement

Impact Benefits & Retirement operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Fidelity Investments, Investec, Morgan Stanley, FNZ and Northwestern Mutual, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
domain founded_year HQ Location
Global banking, investment, and wealth management services are offered worldwide.
domain founded_year HQ Location
Wealth management, investment advisory, and financial services are provided.
domain founded_year HQ Location
Wealth management solutions are delivered for asset managers.
domain founded_year HQ Location
Northwestern Mutual is engaged in financial planning and insurance services.
domain founded_year HQ Location
Mutual life insurance and asset management services are provided.
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Impact Benefits & Retirement

Frequently Asked Questions about Impact Benefits & Retirement

When was Impact Benefits & Retirement founded?

Impact Benefits & Retirement was founded in 2016.

Where is Impact Benefits & Retirement located?

Impact Benefits & Retirement is headquartered in Portland, United States. It is registered at Portland, Oregon, United States.

What does Impact Benefits & Retirement do?

The firm was established in 2016 and is headquartered in Portland, United States. Operations focus on the financial services sector, where diversified investment management is handled for benefits and retirement planning. Services include portfolio diversification and retirement solutions, with activities centered in the U.S. market. The domain impactbenefits.com is utilized for online presence and client engagement.

Who are the top competitors of Impact Benefits & Retirement?

Impact Benefits & Retirement's top competitors include Fidelity Investments, Investec and Guggenheim Partners.

Who are Impact Benefits & Retirement's investors?

Impact Benefits & Retirement has 1 investor. Key investors include OneDigital.

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