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
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
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
Common questions about ShareBuilder Advisors, LLC's valuation, stock price, and market status.