Market Leadership United Benefit Advisors (UBA) is the leading independent employee benefits advisory organization in the US and Canada, serving over 200 offices and 2,000 advisors, which presents a substantial network of potential clients seeking custom benefits solutions.

Strong Revenue Base With annual revenues estimated between 100 million and 250 million dollars, UBA demonstrates solid financial stability, indicating ongoing operational capacity to invest in new partnerships and expand service offerings.

Strategic Partnerships UBA’s recent collaborations with key insurance providers such as Shepard & Walton Employee Benefits, Reliance Standard Life Insurance, and Symetra Life Insurance highlight opportunities for cross-promotion of insurance and benefit services to their extensive client network.

Digital Engagement Utilizing a diverse tech stack including HubSpot and Snowplow suggests UBA is actively investing in digital marketing and data-driven decision-making, offering chances to support or enhance their client engagement and outreach platforms.

Market Expansion Potential As a firm with a focus on benefits advisory and ongoing legislative education initiatives, UBA is positioned to capitalize on evolving employee benefits regulations, creating opportunities to partner in compliance, HR technology, and legislative support services.