Beam Benefits
PrivateLast Round
M&A
Jul 7, 2026
Est. Valuation
$625M
Total Funding Raised
$248.43M
Company Overview
Beam Benefits is an insurance company that provides a digitally-native platform for ancillary employee benefits including dental, vision, life, disability, and supplemental health coverage.
Sector
FinTech
Verticals
InsurTech, HR, Workflow Automation
Business Model
B2B
Customer Profile
Subscription SaaS
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Beam Benefits Comparables
Compare Beam Benefits with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Sana Benefits | 79% | |
| TriNet Group, Inc. | 75% | |
| Unum Group | 71% |
Beam Benefits Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| M&A | Jul 7, 2026 | ||||
| Private Placement | Aug 7, 2025 | ||||
| Debt | Oct 10, 2024 | ||||
| Series F | Sep 12, 2023 | ||||
| Series E | Mar 2, 2021 | ||||
Series D | May 29, 2019 |
Beam Benefits Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Breakout Capital Partners | Series E |
| Georgian | Series E, Series F, Series D |
| Mercato Partners | Series E |
| Breakout Capital | Series E |
| Lewis & Clark Ventures | Series B |
| Trinity Capital | Debt |
| Kleiner Perkins | Series C |
Market signals
Structured signals derived from secondary market and firmographic data.
- Aug 7, 2025
$18M raised in a private placement round.
- Jan 1, 2025
CEO Tolithia confirmed in a job posting for Director of Marketing.
Recent news
Latest coverage and updates
- receives_financingSep 2, 2026
Beam Benefits received financing of $55M in Series D on Jul 1st '19.
Beam Benefits Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
Request accessFrequently Asked Questions
Common questions about Beam Benefits's valuation, stock price, and market status.
Is Beam Benefits a public or private company?
Beam Benefits is a private company.
What is the current stock price of Beam Benefits?
Beam Benefits is a private company with no public stock price. No recent secondary market data is available.
How much is Beam Benefits worth (valuation)?
Valuation information for Beam Benefits is not publicly available.
Can I buy Beam Benefits stock?
Beam Benefits shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors. Visit https://www.caplight.com to learn more.
When was Beam Benefits's last funding round?
Beam Benefits's most recent funding round was Private Placement on August 7, 2025.
Who are the main investors in Beam Benefits?
Key investors in Beam Benefits include Georgian, Lewis & Clark Ventures, Trinity Capital, Kleiner Perkins, Drive Capital.
Will Beam Benefits IPO soon?
No public IPO plans have been announced for Beam Benefits.
How can I track Beam Benefits secondary market activity?
Caplight tracks bids, offers, and trades for private companies. Visit https://www.caplight.com to monitor Beam Benefits's secondary market activity and sign up for updates.