Ubiquity Retirement + Savings
PrivateLast Round
Series D
Mar 26, 2019
Total Funding Raised
$19M
Company Overview
Ubiquity Retirement + Savings is a fintech company that provides 401(k) and other retirement plan solutions for small businesses.
Sector
FinTech
Verticals
Wealth Management, HR, RegTech, Investment Platforms
Business Model
B2B
Customer Profile
Subscription SaaS, Services & Consulting
AI Layer
Non-AI
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Ubiquity Retirement + Savings Comparables
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Ubiquity Retirement + Savings Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series D | Mar 26, 2019 |
Market signals
Structured signals derived from secondary market and firmographic data.
- Nov 8, 2025
Monthly visitors increased 61% MoM.
- Mar 26, 2019
$19M round completed.
Ubiquity Retirement + Savings Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
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