PensionX

Santa Rosa, United States Founded: 2013 • Age: 13 yrs
Software platform providing pension apps, portals, and websites for member engagement.

About PensionX

PensionX is a company based in Santa Rosa (United States) founded in 2013. It operates as a SaaS, and B2B. PensionX offers products and services including PensionX App, PensionX Portal, PensionX Web, and Secure File Upload. PensionX operates in a competitive market with competitors including Brex, Ramp, Navan, Pleo and Airbase, among others.

  • Headquarter Santa Rosa, United States
  • Sectors
    Technology
    Financial Services
  • Phone
    *********
  • Website
    *********
Operational Areas
Technology → Cloud, Data & Analytics Infrastructure
Financial Services → Banking & Financial Institutions
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
  • Employee Count
    Employee Count
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Products & Services of PensionX

PensionX offers a comprehensive portfolio of products and services, including PensionX App, PensionX Portal, PensionX Web, and Secure File Upload. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.

Primary

Mobile self-service app for pension members' data access and notifications.

Self-service portal for secure messaging and pension data integration.

Public website for pension member engagement and content management.

Tool for secure submission of personal data in pension systems.

Funding Insights of PensionX

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

Investments & Acquisitions by PensionX

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 - PensionX

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

Pensionx Comparisons

Employees
+
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Competitors of PensionX

PensionX 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 Brex, Ramp, Navan, Pleo and Airbase, 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
SaaS-driven credit card and spend management solutions platform for businesses
domain founded_year HQ Location
Spend management and accounts payable solutions are delivered to businesses.
domain founded_year HQ Location
Corporate travel and expense management are facilitated through SaaS platform.
domain founded_year HQ Location
SaaS expense management solutions for business travel are provided.
domain founded_year HQ Location
Procure-to-pay management software is offered for business operations.
domain founded_year HQ Location
Corporate cards and expense management are offered to businesses.
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 Pensionx

Frequently Asked Questions about PensionX

When was PensionX founded?

PensionX was founded in 2013.

Where is PensionX located?

PensionX is headquartered in Santa Rosa, United States.

What does PensionX do?

PensionX is a software platform that delivers tools for pension systems, including mobile apps, self-service portals, and websites. It integrates with existing data systems to enhance member experiences through features like secure file uploads and notifications. Based in Santa Rosa, California, it serves clients such as SamCERA and VCERA by improving efficiency and security in pension operations. The platform emphasizes ease of deployment and user satisfaction without promotional bias.

Who are the top competitors of PensionX?

PensionX's top competitors include Navan, Ramp and Brex.

What products or services does PensionX offer?

PensionX offers PensionX App, PensionX Portal, PensionX Web, and Secure File Upload.

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