Benefit Equity - Crunchbase Company Profile & Funding

Overview

Benefit Equity

Growth Score

Heat Score

Company Performance Metrics

Score

Trend

About These Metrics

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Growth Score - The measure of growth based on company activity, operational metrics, and investments

Growth Trend - The change in the growth score over the given time period

Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity

Heat Trend - The change in the heat score over the given time period

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About Benefit Equity

CB Rank

819079

Benefit Equity offers retirement planning and consulting services.

Acquired by

Strongpoint Partners

Founded

obfuscation

Private

Santa Ana, California, United States

11-50

www.benefitequity.com/

Consulting

Financial Services

Retirement

Details

Legal Name

Benefit Equity Inc.

Also Known As

BEI

Operating Status

Active

Company Type

For Profit

Phone Number

714-480-1364

Contact Email

planservices@benefitequity.com

Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Third-Party Administration (TPA) Services

Administration and management of retirement plans for small to mid-sized businesses, including compliance, filings, and plan oversight.

Retirement Plan Design and Consulting

Consulting on the design and setup of retirement plans tailored to employer needs, including 401(k), Profit Sharing, Defined Benefit, and Cash Balance plans.

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Financials

M&A Details

Benefit Equity

was acquired by

Strongpoint Partners

obfuscation

Transaction Name

Benefit Equity acquired by Strongpoint Partners

Acquired by

Strongpoint Partners

Announced Date

obfuscation

Market Intelligence

People

View Profiles & Contacts

Headcount

11-50

Contacts

News

News and Press

News•

Aug 29, 2025

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News•

Jul 17, 2025

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Access a complete feed of recent news and press, from product launches to leadership changes.

Technology

View Tech Report

IT Spend

$515.5K

This year,

Benefit Equity

is projected to spend

$515.5K

on IT, according to Aberdeen.

Interest Signals

Topic	Surge Score
Online Video Marketing	88
Employee Discounts	85
Cloud-Native Modernization	84

Actively Used Products

Benefit Equity

uses

technology products and services including

HTML5

Google Tag Manager

, and

Apache Server

, according to G2 Stack.

Lists Featuring This Company

Greater Los Angeles Area Retirement Companies

752 Number of Organizations • $280.5M Total Funding Amount • 15 Number of Investors

California Acquired Companies With Fewer Than 1000 Employees

7,979 Number of Organizations • $241.9B Total Funding Amount • 21,092 Number of Investors

Santa Ana Companies

1,641 Number of Organizations • $1.5B Total Funding Amount • 112 Number of Investors

Financial Services Acquired Companies With Less Than $50M in Revenue

3,436 Number of Organizations • $48.5B Total Funding Amount • 5,575 Number of Investors

Sub-Organizations

Frequently Asked Questions

Where is

Benefit Equity

's headquarters?

Benefit Equity

is located in

Santa Ana, California, United States

Who are

Benefit Equity

's competitors? Alternatives and possible competitors to

may include

, and