CTOs on the Move

Ubiquity Retirement + Savings

www.myubiquity.com

 
Ubiquity Retirement + Savings, has helped savers contribute over $1.7 billion towards their retirement since 1999. As one of the first flat-fee-for-service small business plan providers in the nation, Ubiquity delivers peace-of-mind with zero hidden-fees in the fine print. We`re here to demystify retirement, and to strip jargon out of the conversation, we`re extreme retirement enthusiasts and future-you champions. The company is headquartered in San Francisco with satellite offices from coast-to-coast.
  • Number of Employees: 25-100
  • Annual Revenue: $10-50 Million
  • www.myubiquity.com
  • 1160 Battery Street Suite 350
    San Francisco, CA USA 94111
  • Phone: 415.477.8800

Executives

Name Title Contact Details

Funding

Ubiquity Retirement + Savings raised $19M on 03/26/2019

Similar Companies

Galaxy Digital

Galaxy Digital is a diversified, multi-service merchant bank dedicated to the digital assets and blockchain technology industry. Galaxy Digital`s multi-disciplinary team has extensive experience spanning investing, portfolio management, capital markets, operations, and blockchain technology. Galaxy Digital currently operates four distinct business lines, which include: Trading (arbitrage, macro, market making/OTC), Asset Management (management of external capital across passive and ecosystem funds), Principal Investing (private equity, venture, public equity, ICO investments, Pre-ICO investments, and liquid and illiquid cryptocurrencies), and Advisory (capital markets, M&A/restructuring, and technical consulting services to both start-ups and established institutions). Galaxy Digital`s CEO and Founder is Michael Novogratz. The Company is headquartered in New York City, with offices in Tokyo, Hong Kong, London, Vancouver, the Cayman Islands (registered office) and New Jersey.

Cachet Financial Solutions

Remote deposit capture (RDC) and mobile money technologies are changing business and personal banking forever. Cachet Financial Solutions, a leading provider of cloud-based, SaaS financial solutions, helps financial institutions of all sizes to leverage our sophisticated RDC and mobile money solutions to create new revenue streams, foster deeper customer relationships and gain a competitive edge.   Since our founding in early 2010, Cachet has quickly grown into a technology leader and trusted partner of some of the world`s largest and most respected financial organizations. With remarkable growth, an impressive client base and award-winning technologies, Cachet`s future looks bright as we continue to drive innovation and deliver world-class results for our clients.

Affinity Capital Management

Affinity Capital Management is one of the leading providers in Financial Services. It is based in Saint Paul, MN. To find more information about Affinity Capital Management, please visit www.affinitycapital.net

Cenlar

Cenlar is proud to be the nation`s leading mortgage loan subservicer. As a federally chartered wholesale bank, we deliver servicing solutions that are unrivaled in quality, innovation and flexibility for banks, thrifts, credit unions and mortgage companies – some of the most recognized names in financial services today. After the origination of a mortgage loan, we care for all of the ongoing, day-to-day management of the loan from monthly payments to escrow and taxes. We know that our success depends on our people. Within our inclusive, dynamic and values-driven culture, we work side by side with a strong sense of purpose and a dedication to getting it right – down to the smallest detail. Cenlar always wants to get to know highly talented individuals who wish to make meaningful contributions to our business and grow their careers with us. We are committed to supporting the development of our employees through robust training and education opportunities, including industry certification and tuition reimbursement. And as an employee-owned company, as Cenlar continues to grow, together we all succeed.

Private Trust Group of America

Private Trust Group of America is a Newburyport, MA-based company in the Financial Services sector.