Ubiquity Retirement + Savings

Ubiquity Retirement + Savings is a financial services company that offers curated retirement planning for small business owners. Put simply, it is about building software for you when nothing off the shelf fits.

It makes the most sense for companies with a specific process to automate. They also list Financial Services, FinTech and Professional Services, so expect those to show up in the feature set. As a mid-sized company team themselves (51 to 200 people), they tend to serve customers of a similar scale best.

Ubiquity Retirement + Savings is based in San Francisco, California and around since 1999. More on myubiquity.com.

Our checklist for this category: portfolio relevance, who owns the code, and how they handle changes. Ask for a trial on your own data, not a canned demo.

If you have worked with Ubiquity Retirement + Savings, tell the next buyer what you paid and what surprised you. That is the part of this page we cannot write.