ShareBuilder Advisors, LLC
PrivateLast Round
Buyout/LBO
Jul 30, 2019
Company Overview
ShareBuilder Advisors, LLC is an operating company that provides digital 401(k) retirement plan services, including investment management and plan administration, primarily for small and mid-sized businesses.
Sector
FinTech
Verticals
Wealth Management, Investment Platforms, HR, Compliance
Business Model
B2B2C
Customer Profile
Subscription SaaS, Services & Consulting
AI Layer
Non-AI
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
ShareBuilder Advisors, LLC Comparables
Compare ShareBuilder Advisors, LLC with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Ubiquity Retirement + Savings | 91% | |
| Employee Fiduciary | 88% | |
| ForUsAll | 87% |
ShareBuilder Advisors, LLC Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Buyout/LBO | Jul 30, 2019 |
ShareBuilder Advisors, LLC Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Lake Street Capital Partners | VC Round |
Market signals
Structured signals derived from secondary market and firmographic data.
- Jan 20, 2026
Monthly visitors increased 103% MoM, reaching 25.8K.
- Jan 2, 2026
Monthly visitors increased 45% MoM.
ShareBuilder Advisors, LLC Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
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Request accessFrequently Asked Questions
Common questions about ShareBuilder Advisors, LLC's valuation, stock price, and market status.
Is ShareBuilder Advisors, LLC a public or private company?
ShareBuilder Advisors, LLC is a private company.
What is the current stock price of ShareBuilder Advisors, LLC?
ShareBuilder Advisors, LLC is a private company, so its shares have no public market price. Caplight tracks ShareBuilder Advisors, LLC's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is ShareBuilder Advisors, LLC worth (valuation)?
Valuation information for ShareBuilder Advisors, LLC is not publicly available.
Can I buy ShareBuilder Advisors, LLC stock?
ShareBuilder Advisors, LLC shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was ShareBuilder Advisors, LLC's last funding round?
ShareBuilder Advisors, LLC's most recent funding round was Buyout/LBO on July 30, 2019.
Who are the main investors in ShareBuilder Advisors, LLC?
Key investors in ShareBuilder Advisors, LLC include Lake Street Capital Partners.
Will ShareBuilder Advisors, LLC IPO soon?
No public IPO plans have been announced for ShareBuilder Advisors, LLC.
How can I track ShareBuilder Advisors, LLC secondary market activity?
Caplight tracks bids, offers, and trades in ShareBuilder Advisors, LLC's shares on secondary markets.