Insights

Growing Asset Base Future Benefits has demonstrated steady growth in assets under management, now overseeing over $400 million across various client types including retirement plans, endowments, and individual investments, indicating strong client trust and market relevance.

Boutique Agency With a small team of 2-10 employees, Future Benefits operates as a specialized boutique firm focused on personalized client relationships and niche investment management services, opening opportunities for tailored technology solutions and personalized service offerings.

Technology Stack The company's use of cloud platforms like Google Cloud and website technologies such as WordPress suggests openness to adopting advanced cybersecurity, client portal solutions, and scalable cloud-based management tools to enhance efficiency and client engagement.

Market Positioning Positioned alongside industry giants with similar target markets, Future Benefits has potential to expand its service offerings, leverage partnerships, and develop innovative investment analytics or compliance solutions to deepen client relationships and differentiate from larger competitors.

Financial Opportunity With revenues estimated between 1 million to 10 million dollars, there is significant scope to introduce advanced financial technology services, reporting tools, and compliance solutions, catering to their growth trajectory and expanding client base in the financial services sector.

Future Benefits, Inc. Tech Stack

Future Benefits, Inc. uses 8 technology products and services including WordPress, Google Fonts API, Google Cloud, and more. Explore Future Benefits, Inc.'s tech stack below.

  • WordPress
    Content Management System
  • Google Fonts API
    Font Scripts
  • Google Cloud
    Infrastructure As A Service
  • Modernizr
    Javascript Libraries
  • jQuery Migrate
    Javascript Libraries
  • WP Engine
    Platform As A Service
  • reCAPTCHA
    Security
  • Nginx
    Web Servers

Media & News

Future Benefits, Inc.'s Email Address Formats

Future Benefits, Inc. uses at least 1 format(s):
Future Benefits, Inc. Email FormatsExamplePercentage
Last@futurebenefits.comDoe@futurebenefits.com
50%
FLast@futurebenefits.comJDoe@futurebenefits.com
20%
First.Last@futurebenefits.comJohn.Doe@futurebenefits.com
20%
F.Last@futurebenefits.comJ.Doe@futurebenefits.com
10%

Frequently Asked Questions

Where is Future Benefits, Inc.'s headquarters located?

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Future Benefits, Inc.'s main headquarters is located at 1781 Highland Avenue Suite 205 Cheshire, CT 06410 US. The company has employees across 1 continents, including North America.

What is Future Benefits, Inc.'s phone number?

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You can contact Future Benefits, Inc.'s main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Future Benefits, Inc.'s official website and social media links?

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Future Benefits, Inc.'s official website is futurebenefits.com and has social profiles on LinkedIn.

How much revenue does Future Benefits, Inc. generate?

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As of February 2022, Future Benefits, Inc.'s annual revenue is estimated to be $566K.

What is Future Benefits, Inc.'s SIC code NAICS code?

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Future Benefits, Inc.'s SIC code is 8742 - Management Consulting Services NAICS code is 52 - Finance and Insurance.

How many employees does Future Benefits, Inc. have currently?

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As of February 2022, Future Benefits, Inc. has approximately 2 employees across 1 continents, including North America. Key team members include Owner: D. H.Investment Advisor: D. S. H.Investment Advisor: D. S. H. A.. Explore Future Benefits, Inc.'s employee directory with LeadIQ.

What industry does Future Benefits, Inc. belong to?

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Future Benefits, Inc. operates in the Financial Services industry.

What technology does Future Benefits, Inc. use?

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Future Benefits, Inc.'s tech stack includes WordPressGoogle Fonts APIGoogle CloudModernizrjQuery MigrateWP EnginereCAPTCHANginx.

What is Future Benefits, Inc.'s email format?

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Future Benefits, Inc.'s email format typically follows the pattern of Last@futurebenefits.com. Find more Future Benefits, Inc. email formats with LeadIQ.

When was Future Benefits, Inc. founded?

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Future Benefits, Inc. was founded in 1987.

Future Benefits, Inc.

Financial ServicesConnecticut, United States2-10 Employees

In managing client assets, Future Benefits specializes in analyzing outside money managers and no-load
mutual funds – with a focus on independence, transparency and minimizing transaction costs. In short,
we manage investment managers on behalf of our clients, structuring entire portfolios to meet specific income
and growth objectives.

Since its establishment, Future Benefits has steadily increased assets under management. Today, we
manage more than $400 million in assets, ranging from corporate retirement plans to individual
investment plans and church/nonprofit endowments. Equally important, we have an impressive portfolio
of long-term clients – a testimony to the services we provide and the personal relationships we have built
over the years.

Securities offered through Triad Advisors, LLC Member FINRA, SIPC. Advisory Services offered through Future Benefits, Inc. Future Benefits is not affiliated with Triad Advisors.

Section iconCompany Overview

Headquarters
1781 Highland Avenue Suite 205 Cheshire, CT 06410 US
Phone number
SIC Code
8742 - Management Consulting Services
NAICS Code
52 - Finance and Insurance
Founded
1987
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    Future Benefits, Inc.'s revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Future Benefits, Inc.'s revenue is estimated to be in the range of $1M$10M

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