Insights

SMB Focus Target small to mid-sized businesses seeking low-cost, turnkey 401(k) solutions with digital setup, education, and ongoing investment management to simplify retirement planning and tax benefits.

Tech Driven Leverage the existing tech stack (iCIMS, Marketo, AWS, Jira, SQL Server) to scale partner programs, automate outreach, and deliver a seamless onboarding experience for new clients.

Legacy Credibility Position as a continuation of a trusted lineage dating to the ShareBuilder legacy and ING Direct lineage, emphasizing stability, years in market, and proven UX developed by experienced teams.

Revenue Growth Capitalize on a mid-market revenue footprint and growth potential evident from peer companies with similar employee ranges and revenue bands, targeting incremental plan designs and education services.

Expansion Opportunities Identify prospects across industries with high SMB retirement plan adoption and tax-advantaged benefits, offering scalable plan designs, employee education, and digital enrollment to expand share of wallet.

Similar companies to ShareBuilder 401k

ShareBuilder 401k Tech Stack

ShareBuilder 401k uses 8 technology products and services including iCIMS, Canva, Amazon Web Services, and more. Explore ShareBuilder 401k's tech stack below.

ShareBuilder 401k's Email Address Formats

ShareBuilder 401k uses at least 2 email formats:
ShareBuilder 401k Email FormatsExamplePercentage
First.Last@sharebuilder401k.comJohn.Doe@sharebuilder401k.com
92%
FLast@sharebuilder401k.comJDoe@sharebuilder401k.com
8%

Frequently Asked Questions

What is ShareBuilder 401k's official website and social media links?

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ShareBuilder 401k's official website is sharebuilder401k.com and has social profiles on LinkedIn.

How much revenue does ShareBuilder 401k generate?

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As of August 2026, ShareBuilder 401k's annual revenue is estimated to be $25M - $50M.

What is ShareBuilder 401k's NAICS code?

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ShareBuilder 401k's NAICS code is 52 - Finance and Insurance.

How many employees does ShareBuilder 401k have currently?

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As of August 2026, ShareBuilder 401k has approximately 55 employees across 2 continents, including North America and Europe. Key team members include Give Me Head: X. J., Director: J. D. and Office Manager Finance: M. A. Explore ShareBuilder 401k's employee directory with LeadIQ.

What industry does ShareBuilder 401k belong to?

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ShareBuilder 401k operates in the Financial Services industry.

What technology does ShareBuilder 401k use?

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ShareBuilder 401k's tech stack includes iCIMS, Canva, Amazon Web Services, Docker, Microsoft SQL Server, Atlassian Jira, Marketo and Piwik PRO Core.

What is ShareBuilder 401k's email format?

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ShareBuilder 401k's email format typically follows the pattern of First.Last@sharebuilder401k.com. Find more ShareBuilder 401k email formats with LeadIQ.

When was ShareBuilder 401k founded?

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ShareBuilder 401k was founded in 2005.
ShareBuilder 401k logo

ShareBuilder 401k

Financial ServicesWashington, United States51-200 Employees

ShareBuilder 401k is a financial services company located at 801 2nd Avenue Suite 1400, Seattle, Washington, United States, and employs 51-200 people. It serves small businesses by providing 401(k) plan design consulting, employee education, digital setup, and investment management services. The company was launched in 2005 to make retirement plans and their tax benefits accessible to all. The product originated with ShareBuilder Corporation, which was acquired by ING Direct in 2007, with ING Direct later becoming part of Capital One in 2012. ShareBuilder 401k states that it does not provide tax or legal advice and combines accessible digital tools with index-based investing and expert support to support retirement savings and tax considerations for its clients, serving thousands of businesses across the United States.

Section iconCompany Overview

NAICS Code
52 - Finance and Insurance
Founded
2005
Employees
51-200

Section iconFunding & Financials

  • $25M - $50M

    ShareBuilder 401k's revenue is estimated to be in the range of $25M - $50M

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