Ubiquity Retirement + Savings
PrivateLast Round
Series D
Mar 26, 2019
Total Funding Raised
$19M
Momentum
Top 50%
of companies Caplight tracks
Company Overview
Ubiquity Retirement + Savings operates in FinTech and is based in San Francisco, California. Its latest recorded funding round was a Series D round in March 2019.
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, Compliance
Business Model
B2B
Customer Profile
Subscription SaaS, Services & Consulting
AI Layer
Non-AI
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Ubiquity Retirement + Savings Comparables
Compare Ubiquity Retirement + Savings with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Gusto | 86% | |
| ForUsAll | 86% | |
| Slavic401k | 86% |
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Ubiquity Retirement + Savings Funding Rounds
Historical fundraising activity
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Key People
Founding team and executive leadership
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Market signals
Structured signals derived from secondary market and firmographic data.
- Jul 26, 2026
Monthly visitors grew 34% MoM, reaching 78.1K.
- Nov 8, 2025
Monthly visitors increased 61% MoM.
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Ubiquity Retirement + Savings Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
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Frequently Asked Questions
Common questions about Ubiquity Retirement + Savings's valuation, stock price, and market status.
Is Ubiquity Retirement + Savings a public or private company?
Ubiquity Retirement + Savings is a private company.
What is the current stock price of Ubiquity Retirement + Savings?
Ubiquity Retirement + Savings is a private company, so its shares have no public market price. Caplight tracks Ubiquity Retirement + Savings's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is Ubiquity Retirement + Savings worth (valuation)?
Valuation information for Ubiquity Retirement + Savings is not publicly available.
Can I buy Ubiquity Retirement + Savings stock?
Ubiquity Retirement + Savings shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was Ubiquity Retirement + Savings's last funding round?
Ubiquity Retirement + Savings's most recent funding round was Series D on March 26, 2019.
Who are the main investors in Ubiquity Retirement + Savings?
Investor information for Ubiquity Retirement + Savings is not publicly disclosed.
Will Ubiquity Retirement + Savings IPO soon?
No public IPO plans have been announced for Ubiquity Retirement + Savings.
How can I track Ubiquity Retirement + Savings secondary market activity?
Caplight tracks bids, offers, and trades in Ubiquity Retirement + Savings's shares on secondary markets.