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Ubiquity Retirement + Savings

Ubiquity Retirement + Savings Email Formats

Financial ServicesFlag of USSan Francisco, California, United States51-100 Employees

Ubiquity Retirement + Savings Email Formats

Ubiquity Retirement + Savings uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@myubiquity.com), used 55.9% of the time.

FormatExamplePercentage
{first initial}{last name}
jdoe@myubiquity.com
55.9%
{first name}{last name}
johndoe@myubiquity.com
42.6%
{last name}{last name}
doedoe@myubiquity.com
1.5%

Key Contacts at Ubiquity Retirement + Savings

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Chad Parks

Founder & Ceo

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Mich Wells

Director, Partner Marketing

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Jason Gross

National Sales & Development Director

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Andrew Macqueen

Sales Director

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Harrison Vo

Jr Product Owner

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Amelia Marquez

Director Of Client Experience

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Callie Adams Farnsworth

Sr. Director Of Plan Compliance + Recordkeeping

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Suzanne Bulat

Director

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Janet Moulin

Regional Sales Director

Company overview

Headquarters44 Montgomery St, San Francisco, California 94104, US
Phone number+18554014357
Website
NAICS52
SIC641
Keywords
Small Business, Finance, Retirement, 401(K), Fintech
Founded1999
Employees51-100
Socials

About Ubiquity Retirement + Savings

Since 1999, Ubiquity's mission has remained the same – to provide small business owners with qualified retirement plans that meet their needs and propel them towards bright financial futures. They've stood as an industry leader in the benefits space by combining advanced technology and world-class customer support to cost and compliance challenges that negatively impact businesses nationwide. Through this approach, they've transformed 16,000+ businesses and hundreds of thousands of lives, helping them achieve financial security and peace of mind through plans that are fully customizable, simple, and affordable.

Employees by Management Level

Total employees: 51-100

Seniority

Employees

Entry
Manager
Senior

Employees by Department

Ubiquity Retirement + Savings has 47 employees across 13 departments.

Departments

Number of employees

Funding Data

Explore Ubiquity Retirement + Savings's funding history, including investment rounds, total capital raised, and key backers.

Funding Date
Round
Amount
Link to Article
2019-04-267$19,000,000

Funding Insights

$19,000,000

Total funding amount

$19,000,000

Most recent funding amount

1

Number of funding rounds

Ubiquity Retirement + Savings Tech Stack

Discover the technologies and tools that power Ubiquity Retirement + Savings's digital infrastructure, from frameworks to analytics platforms.

TypeScript

TypeScript

Programming languages

Slick

Slick

JavaScript libraries

Angular

Angular

JavaScript frameworks

Goober

Goober

JavaScript libraries

Chart.js

Chart.js

JavaScript graphics

Cloudflare

Cloudflare

CDN

jQuery

jQuery

JavaScript libraries

Google Ads

Google Ads

Advertising

Tippy.js

Tippy.js

JavaScript libraries

HTTP/3

HTTP/3

Miscellaneous

HSTS

HSTS

Security

Microsoft Advertising

Microsoft Advertising

Advertising

Frequently asked questions

Ubiquity Retirement + Savings is located in San Francisco, California, US.
You can reach Ubiquity Retirement + Savings at +18554014357.
Ubiquity Retirement + Savings was founded in 1999, making it 27 years old. The company has established itself as a significant player in its industry over this time.
Ubiquity Retirement + Savings has approximately 51-100 employees. The company continues to grow its workforce to support its business operations and expansion.
Ubiquity Retirement + Savings has raised a total of $19,000,000 across 1 funding rounds. This investment has helped the company grow and expand its operations.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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