Ubiquity Retirement + Savings offers flat-fee retirement plans for small and micro businesses and has built Paradigm RKS, a proprietary automated recordkeeping system. Paradigm is built and housed entirely in the cloud and is designed to support affordable retirement plans for the historically underserved small business market. Ubiquity plans to license Paradigm on a business-process-outsourcing (BPO) and Software-as-a-Service (SaaS) basis to third-party administrators, recordkeepers, and financial institutions. The company emphasizes long-term decision-making aligned with its mission to expand access to workplace retirement savings. Since 1999 Ubiquity has helped savers contribute over $2.25 billion toward their retirements. The company is headquartered in San Francisco.

Total raised

$19M

Funding rounds

1

Latest round

Series D

Latest activity

Mar 2019