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 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
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Ubiquity Retirement + Savings Comparables
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Ubiquity Retirement + Savings Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series D | Mar 26, 2019 |
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.
Ubiquity Retirement + Savings 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 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 with no public stock price. No recent secondary market data is available.
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. Visit https://www.caplight.com to learn more.
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 for private companies. Visit https://www.caplight.com to monitor Ubiquity Retirement + Savings's secondary market activity and sign up for updates.