Ubiquity

About the Company

Ubiquity Retirement + Savings(R) is a leading fintech company that sits at the crossroads of HCM, SaaS
software and Robo-record keeping. Our mission is to solve the looming retirement crisis through innovative product offerings and record keeping software.

Established in 1999, Ubiquity is a pioneer in retirement savings plans designed exclusively for small and micro businesses. Since day one, Ubiquity has flipped the script on asset-based models and committed to a low-cost, flat-fee pricing structure, so it’s easier than ever for small businesses to save for their future. Paradigm RKS (™) is Ubiquity’s cloud-based, proprietary record keeping platform which backs the company’s retirement solutions, and is licensed to leading financial services firms around the country.

Since inception, the firm has helped thousands of businesses in all 50 states, contribute billions towards retirement savings. Paradigm RKS (™) is Ubiquity’s cloud-based, proprietary record keeping platform which backs the company’s retirement solutions, and is licensed to leading financial services firms around the country. For more information, please visitwww.myubiquity.com. Ubiquity has worked with more than 9,000+ small businesses, facilitated over $2.5 billion in retirement savings and assisted hundreds of thousands of savers in all 50 states. Based in San Francisco with employees across the nation, we have been awarded INC 5000’s fastest-growing private companies in America 11 years in a row and named a Top 50 Fintech company by San Francisco Business Times for the four years. Our unrivaled, proprietary, cloud-based record keeping software, Paradigm, is a powerful end-to-end tool that automates 401(k) administration, integrating payroll and other savings
services like Health Savings Accounts and fiduciary services into one intuitive platform.

Regarding ownership structure, Ubiquity is privately owned.