Ubiquity
Financial Software · California, United States · 51-200 Employees
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Overview
Headquarters
44 Montgomery St Ste 300, San Francisco,...Phone Number
(866) 845-5058Website
www.myubiquity.comRevenue
$14.1 MillionIndustry
ZI Rank: 1
Signal Type
Feb
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ZI Rank
2
3
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2
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1
About Ubiquity
Ubiquity Retirement + Savings® is a leading financial technology company that sits at the crossroads of HCM, SaaS and robo-recordkeeping. Their mission is simple: Provide the 50+ million Americans working for small businesses with an easy, low-cost option to save for retirement at work. The firm was a pioneer in transparent, flat-fee retirement plans, and for over 20 years, has helped more than 9,000+ businesses contribute over $2.25 billion toward retirement savings.Explore more
Ubiquity Org Chart
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Activity Insights
Ubiquity is experiencing very low activity levels compared to other companies in the Software sector.
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Ubiquity financials insights
Gather financial insights about Ubiquity, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2019
Series D
$19M
Ubiquity Tech Stack
A closer look at the technologies used by Ubiquity
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Most Recent Scoops
New Hire
Executive Move
Polina Jacka has recently joined the organization as Chief Product Officer. Previously, Jacka served as Head of Product for Bain Capital Ventures.
Executive Moves, New Hire
Left Company
Executive Move
Executive Moves, Left Company
New Hire
Executive Move
Executive Moves, New Hire
New Hire
Executive Move
Ubiquity News & Media
Ubiquity Retirement + Savings Launches Advisor Partner Program at NAPA 401(k) Summit
New program equips financial advisors with tools, prospecting support, and dedicated partnership to grow their retirement plan business SAN FRANCISCO, April 20, 2026 /PRNewswire/ -- Ubiquity Retirement + Savings, a nationally recognized provider of flat-fee small business retirement...Ubiquity Retirement + Savings Appoints James Hobson as New Chief Executive Officer to Lead Next Phase of Business Growth
Proven financial services and insurtech leader joins Ubiquity to support the next phase of its small business retirement platform, with a focus on partnership SAN FRANCISCO, Jan. 26, 2026 /PRNewswire/ -- Ubiquity Retirement + Savings, a nationally recognized innovator and leader in small...Ubiquity Retirement + Savings Reveals Rebranding to Elevate User Experience
SAN FRANCISCO--(BUSINESS WIRE)--Ubiquity Retirement + Savings started a new era in their journey, showcasing a new logo and revamped website that are part of their larger rebranding initiative. Their brand name will stay the same, but they will be represented by new design components and upgraded tools and resources that will help them drive their mission of ensuring that everyone can access the retirement they dream of. The reimagined features are accompanied by their industry-leadingInsurtech Leader Mylo Introduces 401(k) Solutions Through Fintech Leader Ubiquity Retirement + Savings
Insurtech leader Mylo has selected small business retirement plan pioneer Ubiquity Retirement + Savings® (Ubiquity) to provide an innovative suit ...
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Frequently Asked Questions Regarding Ubiquity
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Ubiquity Retirement + Savings® is a leading financial technology company that sits at the crossroads of HCM, SaaS and robo-recordkeeping. Their mission is simple: Provide the 50+ million Americans working for small businesses with an easy, low-cost option to save for retirement at work. The firm was a pioneer in transparent, flat-fee retirement pla... Read More
