
Overview

Betterment for Business
Year founded: 2010
Product line: 401(k)
Other key facts: 150,000 customers and over $4 billion in assets under management
Headquarters: New York City
Website:

blooom
Year founded: 2013
Product line: 401(k)
Other key facts: Is a Registered Investment Advisory firm
Headquarters: Leawood, Kansas
Website:

Captain401
Year founded: 2015
Product line: 401(k)
Other key facts: Also offers 403(b) plans
Headquarters: San Francisco
Website:

Easecentral
Year founded: 2012
Product line: All-in-one HR platform
Other key facts: 10,000+ employer clients
Headquarters: San Francisco
Website:

Flock
Year founded: 2015
Product line: All-in-one HR platform
Headquarters: San Francisco
Website:

GoCo.io
Year founded: 2015
Product line: All-in-one HR platform
Other key facts: In November 2015, Digital Benefit Advisors bought an undisclosed “significant” stake in
the company.
Headquarters: Houston
Website:

Maxwell Health
Year founded: 2013
Product line: Operating system for employee benefits
Headquarters: Boston
Website:

Namely
Year founded: 2012
Product line: All-in-one HR software
Other key facts: 500+ clients, 100,000+ users, over $2.5 billion in annual payroll
Headquarters: New York City
Website:

One Medical Group
Year founded: 2007
Product line: Healthcare
Other key facts: Medical offices in Boston, Chicago, Los Angeles, New York, Phoenix and Washington D.C.
Headquarters: San Francisco
Website:

TailorWell
Year founded: 2012
Product line: Online benefits management
Other key facts: Owns
Headquarters: Seattle
Website:

Tuition.io
Founder and CEO: Brendon McQueen
Year founded: 2011
Product line: Student loan repayment benefit
Headquarters: Los Angeles
Website: