Beam Benefits
PrivateLast Round
M&A
Jul 7, 2026
Est. Valuation
$625M
Total Funding Raised
$248.43M
Company Overview
Beam Benefits operates in FinTech and is based in Columbus, Ohio. Its latest recorded funding round was a Private Placement round in August 2025.
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
Business Model
B2B
Customer Profile
Subscription SaaS
AI Layer
Application
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% |
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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 |
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Key People
Founding team and executive leadership
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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 |
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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.
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Recent news
Latest coverage and updates
- receives_financingSep 2, 2026
Beam Benefits receives a $55M Series D led by Georgian in 2019, before its acquisition.
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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.
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Frequently 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, so its shares have no public market price. Caplight tracks Beam Benefits's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is Beam Benefits worth (valuation)?
Beam Benefits's valuation is estimated at $625.0M based on funding round data.
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.
When was Beam Benefits's last funding round?
Beam Benefits's most recent funding round was M&A on July 7, 2026.
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 in Beam Benefits's shares on secondary markets.