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

Ft Interactive Data

Ft Interactive Data is a Boston, MA-based company in the Financial Services sector.

Harvest Partners, Llc

Harvest Partners, Llc is one of the leading providers in Financial Services. It is based in Saint Louis, MO. To find more information about Harvest Partners, Llc, please visit www.harvpart.com

Houston Police Federal Credit Union

Houston Police Federal Credit Union is a Houston, TX-based company in the Financial Services sector.

Momentum Credit Union Limited

Momentum Credit Union Limited is a Hamilton, ON-based company in the Financial Services sector.

Align Income Share Funding

Align Income Share Funding was started as Cumulus Funding in 2011, as the first source of Income Share Agreements (ISAs) to the general public in the United States. ISAs are a more flexible alternative to a personal loan. Instead of payments being based on a fixed interest rate over a set time frame, ISA payments are based on a small percentage of a consumers future income over a fixed period of time. Payments fluctuate with income, potentially all the way to zero if someone becomes unemployed. At Align, we understand that incomes are not always steady and that there is a need for a more flexible financial tool to account for this. Align customers use ISAs to pay for almost anything you can imagine - medical bills, consolidate more expensive debt, car repairs, or even a wedding. We are a team of dedicated professionals who pride ourselves in aligning our interests with our customers.