Company profile: ShareBuilder 401k
1.1 - Company Overview
Company description
- Provider of 401(k) retirement plans and investment management for businesses and self-employed individuals, including Roth, Safe Harbor, Traditional, and Solo options. Services include monitoring investment rosters and model portfolios, dedicated Customer Success Managers, fiduciary plan management to support compliance, and tax benefits such as high contribution limits, credits, and deductible expenses.
Products and services
- Investment Management: Delivers model-driven monitoring and evaluation of investment rosters and model portfolios to ensure cost-effective, diversified investment options across plans through systematic oversight
- Fiduciary Services: Assumes regulation-compliant fiduciary responsibilities, helping businesses manage 401(k) plans in compliance with regulations through dedicated oversight and guidance
- 401(k) Plans: ShareBuilder 401k offers tax-advantaged plans—including Roth, Safe Harbor, Traditional, and Solo—helping businesses and self-employed save for retirement with high contribution limits, available tax credits, and tax-deductible expenses
Key contacts
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Financial details
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1.2 - Competitors and similar companies to ShareBuilder 401k
Odyssey
HQ: United States
Website
- Description: Provider of global financial technology specializing in front- and middle-office software for the Private Banking, Private Wealth Management and Asset Management industries, selected by over 200 financial institutions in more than 30 countries to increase client service capabilities.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
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- Total funding raised: $●●●m
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APL Italiana
HQ: Italy
Website
- Description: Provider of accurate reference for institutional investors operating in national and international environments; growth and market leadership consolidated as major Italian insurance groups adopted SOFIA to manage assets starting in the mid‑nineties.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
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Ethos ESG
HQ: United States
Website
- Description: Provider of personalized ESG data and software for financial advisors, asset managers, institutions, and investors, helping align money with causes such as racial justice, climate action, LGBTQ equality, mental health, gender equality, education, and more.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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Pixpay
HQ: France
Website
- Description: Provider of mobile banking for teens, offering a prepaid Mastercard for in-store, online, and international purchases; a parental control app to manage and monitor spending; a financial education app for budgeting, saving, and responsible spending; customizable card designs; pocket money tools with scheduled transfers; and real-time spending notifications for teens and parents.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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IFS
HQ: United States
Website
- Description: Provider of a complete onboarding automation solution for the financial services industry, transforming regulation-intensive, error-prone processes into a competitive advantage. Offerings include a low-code platform integrating products, digital insurance applications, secure e-delivery, CRM-integrated forms library, e-signature, and cloud-based data and analytics.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full IFS company profile →
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2.M&A buyers
2.1 Potential strategic acquirers in the sector
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2.2 - Strategic buyer groups for ShareBuilder 401k
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Buyer group 3: ████████ ████████
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3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to ShareBuilder 401k
2.2 - Growth funds investing in similar companies to ShareBuilder 401k
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4 - Top valuation comps for ShareBuilder 401k
4.2 - Public trading comparable groups for ShareBuilder 401k
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