Insights

Independent retirement BenefitStreet positions itself as an independent, advisor-sold retirement solution for plan sponsors, participants, and TPAs, suggesting a potential sales focus on expanding advisor partnerships and cross-sell opportunities within retirement plan ecosystems.

Def DC platform With core offerings in 401(k) solutions including recordkeeping and plan administration, there is a clear opportunity to upsell enhanced administration services, integration with third-party tooling, and modernization of existing DC platforms for mid-market sponsors.

Tech-forward ops Utilization of cloud infrastructure (AWS) and web security measures indicates a technology-driven value prop. Prospecting angles could emphasize scalable, secure, and compliant retirement tech for sponsors seeking modernization and data integrity.

Growth potential Revenue is in the $25–50M range with a small-to-mid employee base, suggesting appetite for cost-effective, high-impact solutions that scale with growth without overhauling current workflows, making them receptive to modular enhancements.

Market alignment Comparison to peers in the benefits and HR tech space shows potential fit for partner or white-label opportunities with other providers in the benefits stack, as well as potential collaboration with TPAs and plan sponsors seeking independent retirement solutions.

Similar companies to BenefitStreet

BenefitStreet Tech Stack

BenefitStreet uses 5 technology products and services including Amazon Web Services, NameBright, X-XSS-Protection, and more. Explore BenefitStreet's tech stack below.

  • Cloud Hosting
  • NameBright
    Domain Name Services
  • X-XSS-Protection
    Security
  • X-Content-Type-Options
    Web & Portal Technology
  • Google Search Console
    Web Analytics

BenefitStreet's Email Address Formats

BenefitStreet uses at least 3 email formats:
BenefitStreet Email FormatsExamplePercentage
First_Last@benefitstreet.comJohn_Doe@benefitstreet.com
75%
First.Last@benefitstreet.comJohn.Doe@benefitstreet.com
17%
First@benefitstreet.comJohn@benefitstreet.com
8%

Frequently Asked Questions

What is BenefitStreet's official website and social media links?

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BenefitStreet's official website is benefitstreet.com and has social profiles on LinkedIn.

How much revenue does BenefitStreet generate?

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As of October 2026, BenefitStreet's annual revenue is estimated to be $25M - $50M.

What is BenefitStreet's SIC code and NAICS code?

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BenefitStreet's SIC code is 7299 - Miscellaneous Personal Services, Not Elsewhere Classified and NAICS code is 5239 - Other Financial Investment Activities.

How many employees does BenefitStreet have currently?

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As of October 2026, BenefitStreet has approximately 18 employees across 1 continents, including North America. Key team members include C.O.O., SVP: S. Z. Explore BenefitStreet's employee directory with LeadIQ.

What industry does BenefitStreet belong to?

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BenefitStreet operates in the Investment Management industry.

What technology does BenefitStreet use?

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BenefitStreet's tech stack includes Amazon Web Services, NameBright, X-XSS-Protection, X-Content-Type-Options and Google Search Console.

What is BenefitStreet's email format?

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BenefitStreet's email format typically follows the pattern of First_Last@benefitstreet.com. Find more BenefitStreet email formats with LeadIQ.

When was BenefitStreet founded?

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BenefitStreet was founded in 1993.
BenefitStreet logo

BenefitStreet

Investment ManagementCalifornia, United States11-50 Employees

BenefitStreet, Inc. (BSI) operates in the investment management sector, offering retirement solutions for plan sponsors, participants, and third-party administrators. Its two primary offerings focus on 401(k) solutions, combining defined contribution recordkeeping with 401(k) plan administration services to support retirement plans. The company is based in San Ramon, California, and appears to serve employers and TPAs seeking independent, advisor-sold retirement options. With a presence in the United States and a team described as consisting of a mid-sized workforce, BenefitStreet positions itself as a provider of technology-enabled retirement infrastructure for defined contribution plans. A recent development noted is a twofold product approach centered on technology-driven recordkeeping and administration services for 401(k) plans. } }{ } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } }

Section iconCompany Overview

SIC Code
7299 - Miscellaneous Personal Services, Not Elsewhere Classified
NAICS Code
5239 - Other Financial Investment Activities
Founded
1993
Employees
11-50

Section iconFunding & Financials

  • $25M - $50M

    BenefitStreet's revenue is estimated to be in the range of $25M - $50M

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