About Ubiquity
Ubiquity is a Financial Services company based in San Francisco (United States) founded in 1999. It operates as a retirement plans and savings solutions are provided to clients. It operates on a Subscription Services model. Ubiquity has raised $19 million across 3 funding rounds. Its website myubiquity.com draws about 126 thousand monthly visits. Ubiquity offers products and services including 401(k) Plan, Safe Harbor 401(k), and Solo 401(k). Its focus areas include Retirement Planning and 401(k) Solutions. Its legal entity is Ubiquity Retirement + Savings®. Its competitors include TIAA, NewRetirement, Pontera, PCS Retirement and Capitalize and 4 more; 7 of its 9 listed competitors have raised funding.
Company details
Customized retirement solutions are offered by Ubiquity for small businesses. Various 401(k) plans, including standard, Safe Harbor, and Solo options, are provided to meet diverse needs. Services are tailored for sectors like construction, dentistry, healthcare, legal services, and technology. Flat-fee pricing, payroll integration, and compliance support are included to ensure affordability and ease of use. Financial security and retirement goals are supported through innovative resources and broad investment options.
- Headquarters San Francisco, United States
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website myubiquity.com
- Social LinkedIn X Facebook
- Legal Name Ubiquity Retirement + Savings®
- Total Equity Funding$19M (USD)
in 3 rounds
- Latest Funding Round$19M (USD), Series D
Mar 2019
Products & Services of Ubiquity
Ubiquity offers a comprehensive portfolio of products and services, including 401(k) Plan, Safe Harbor 401(k), and Solo 401(k).
Retirement plan offered for employees with tax benefits.
Plan designed to maximize contributions with compliance testing.
Retirement option provided for self-employed without employees.
Funding Insights of Ubiquity
Ubiquity has successfully raised a total of $19M across 3 strategic funding rounds. The most recent funding activity was a Series D round of $19 million completed in March 2019. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $19M
- Total Rounds 3
- Last Round Series D — $19M
- First Round $512,546
(Sep 2005)
All 3 funding rounds of Ubiquity with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Mar 2019 | $19M | Series D | – | – | – |
| Aug 2011 | $955,211 | Unspecified | – | – | – |
| Sep 2005 | $512,546 | Unspecified | – | – | – |
People of Ubiquity
29 people are tracked at Ubiquity (11 in leadership, 18 in team).
| Name | Role | Group |
|---|---|---|
Chad Parks | Founder & CEO | Leadership |
Melissa Chery | VP Of Marketing | Leadership |
Nasrin Mazooji | Chief Operating Officer | Leadership |
Callie Adams Farnsworth, QKA, CAFCA | Sr. Director Of Plan Compliance + Recordkeeping | Leadership |
Estee Hayes | Partner Support Manager | Leadership |
Mich Wells | Director, Partner Marketing | Leadership |
Clyde Prestowitz | Senior Vice President Of Technology | Leadership |
Peggy Otter | Senior Director Of Operations | Leadership |
Mona Dhillon | VP, People & Culture | Leadership |
Tim Cowart | CFO | Leadership |
Suzanne Bulat | Director | Leadership |
Hunter Claxton | SVP, Strategy | Team |
Krysta Magee | Financial Operations Analyst | Team |
Reesha Rajen | Automation Engineer | Team |
Patricia Parisi | Payroll Processing Analyst | Team |
Brian Britt | Manager - Payroll Processing | Team |
Vicky Gutierrez | Fund Reconciliation and Reorg Analyst | Team |
Gurvinder Uppal | Senior Financial Analyst - Fp&a | Team |
Dan Nguyen | Staff Accountant | Team |
Janine Le | Senior Manager, Accounting | Team |
9 more people are available in the full profile.
Complete people profiles for Ubiquity
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of Ubiquity
3 dated milestones of Ubiquity across 20 years, from founding to its latest funding, stage changes and deals.
- Founded Ubiquity is founded.
- Funding First funding round of $513K.
- Funding Latest funding round, Series D, of $19.0M.
Competitors of Ubiquity
Ubiquity has 9 listed competitors in our database, 7 of them funded. They include TIAA, NewRetirement, Pontera, PCS Retirement and Capitalize, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| tiaa.org | 1918 | New York, United States | $63.09M | 32 | Provider of retirement planning, investment, and wealth management services | |
| newretirement.com | 2005 | San Francisco, United States | $20M | 16 | Operates a digital hub for comprehensive retirement planning services. | |
| pontera.com | 2012 | New York, United States | $114.5M | – | Tax management solutions for businesses | |
| pcsretirement.com | 2001 | Beaverton, United States | – | 341 | A record-keeping platform for retirement plans is provided. | |
| hicapitalize.com | 2019 | New York, United States | $33.5M | – | Financial planning and advisory platform | |
| retirable.com | 2019 | New York, United States | $24.78M | – | Retirement investment advisory is offered via an online platform. | |
| finhabits.com | 2015 | New York, United States | – | – | Retirement planning platform | |
| smartretire.com | 2020 | Delaware, United States | $225.43M | – | Retirement financial planning solutions are delivered via a specialized platform. | |
| penelope.co | 2012 | New York, United States | $2.1M | – | Retirement planning services are provided to clients by Penelope. |
Detailed competitors of Ubiquity
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.
Web traffic of Ubiquity
The website of Ubiquity (myubiquity.com) receives about 126.3K visits a month.
- Monthly visits126.3K
▲ 30% vs previous month
Websites whose visitors overlap most with Ubiquity. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| aon.com | 100% | 1.7M | #30,002 | View details | |
| irafinancial.com | 100% | – | #280,146 | View details | |
| guideline.com | 100% | 586.8K | #69,512 | View details | |
| humaninterest.com | 99% | 704.1K | #62,165 | View details | |
irafinancialgroup.com | irafinancialgroup.com | 98% | – | #8,540,445 | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 26 similar websites and full traffic analytics for Ubiquity
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 26 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Asset Management
10 companies that operate in the same segment as Ubiquity (Asset Management), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Digital entertainment, e-commerce, and financial services are provided globally. | 2006 | Singapore, Singapore, Singapore | USD 721.47 M | USD 22.94 B | 3,733 | |
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | – | – | |
Provides mutual funds management and financial advisory services. | 1987 | Mumbai, Maharashtra, India | – | – | – | |
Global banking, investment, and wealth management services are offered worldwide. | 1974 | London, England, United Kingdom | – | USD 6.37 B | 7,550 | |
Insurance, banking, and wealth management services are provided worldwide. | 1816 | Paris, France | – | USD 128.35 B | 100,040 | |
Diversified investment management services are offered across multiple asset classes. | 2001 | Rio De Janeiro, Rio De Janeiro, Brazil | USD 273 M | – | – | |
Mutual funds, portfolio management, and retirement planning services are offered. | 2001 | Mumbai, Maharashtra, India | USD 142.4 M | USD 180.76 M | 1,840 | |
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | – | USD 126.21 B | 46,500 | |
Universal banking and financial advisory services are provided globally. | 1865 | London, England, United Kingdom | – | USD 141.4 B | 211,000 | |
Insurance and asset management services are offered in multiple regions. | 1696 | London, England, United Kingdom | – | USD 78.79 B | 29,090 |
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Related news about Ubiquity
Complete news archive for Ubiquity
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Frequently Asked Questions about Ubiquity
Ubiquity was founded in 1999 and raised its 1st funding round 6 years after it was founded.
Ubiquity is headquartered in San Francisco, United States. It is registered at San Francisco, California, United States.
Ubiquity is a funded company, having raised a total of $19M across 3 funding rounds to date. The company's 1st funding round was a Unspecified of $512.55K, raised on Sep 2005.
Customized retirement solutions are offered by Ubiquity for small businesses. Various 401(k) plans, including standard, Safe Harbor, and Solo options, are provided to meet diverse needs. Services are tailored for sectors like construction, dentistry, healthcare, legal services, and technology. Flat-fee pricing, payroll integration, and compliance support are included to ensure affordability and ease of use. Financial security and retirement goals are supported through innovative resources and broad investment options.
Ubiquity offers 401(k) Plan, Safe Harbor 401(k), and Solo 401(k).
Ubiquity operates through Ubiquity Retirement + Savings®.
The website of Ubiquity receives about 126 thousand visits a month.