Insights

Retirement Tech Leader BenefitStreet offers advisor-sold retirement solutions with a focus on defined contribution recordkeeping and plan administration, signaling strong penetration opportunities with employer sponsors, financial advisors, TPAs, and retirement service providers seeking modern, tech-enabled retirement platforms.

Mid-market focus With 11-50 employees and revenue in the tens of millions, BenefitStreet sits in the mid-market space where scalable, cost-efficient retirement solutions are highly attractive to plan sponsors and TPAs looking to optimize administration and participant experience.

Cloud and security Tech stack highlights include AWS and standard security practices, suggesting potential for upsell in cloud-based scalability, data security enhancements, and integration capabilities with client HR/payroll ecosystems.

Growth catalysts Recent funding and revenue growth signals, along with a role as a premier independent retirement solution, present cross-sell opportunities to adjacent firms in the retirement tech ecosystem and to larger advisory networks seeking diversified retirement offerings.

Competitive positioning Positioned against both smaller specialist firms and large incumbents, BenefitStreet can leverage its independence and advisor-sold model to target mid-market sponsors seeking flexible, transparent, and cost-effective 401(k) recordkeeping and administration integrations.

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.

  • Amazon Web Services
    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 1 format(s):
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 July 2026, BenefitStreet's annual revenue is estimated to be $25M - $50M.

What is BenefitStreet's SIC code NAICS code?

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

How many employees does BenefitStreet have currently?

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As of July 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 ServicesNameBrightX-XSS-ProtectionX-Content-Type-OptionsGoogle 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

Section iconFunding & Financials

  • $25M - $50M

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

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