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12677 Alcosta Blvd 3rd Floor
San Ramon, CA 94583
Website Company Summary Management Team

Outside board: (May no longer be on the board) Marc Blum (World Total Return Fund LLLP CEO) Edward Esber (Esber Group President/Chairman) Nick Stonnington (Stonnington Group President) Alison Davis (Belvedere Capital Partners) Henrik Vanderlip (Kent School Treasurer) Sanford Rich (GEM Capital Management Principal) Alexander Hehmeyer (BenefitStreet Former Acting General Counsel) Larry Hootnick (Intel SVP Finance) Eric Stein (Epic Ventures Managing Director)
Former outside board: Jack L Acosta (Portal Software Former technology);  William Klein (BEA Systems VP Business Planning & Development) Beth K Harrington (Benefit Resources President) David Gemmer (Gemmer Asset Management Company);  Mark Goines (Intuit Consumer Finance Division)

Business description: As a financial management technology provider, BenefitStreet delivers the technology and service that enable firms to manage financial benefit plans and for advisors to manage and deliver a wide range of financial solutions. BenefitStreet utilizes an array of strategic business alliances in conjunction with a sophisticated Omnibus 401(k) Technology to provide comprehensive financial services to over 3,000 partners throughout the United States, including Investment Professionals, Third Party Administrators, Financial Institutions, Broker/Dealers and Certified Public Accountants.
Partners include: Ameritrade;  Assante;  BAM Advisor Services;  Berno Financial Management;  Charter Oak Pension Group;  CMC Pension Services;  CMG Capital Management;  Dimensional Fund Advisors;  GF Pension Corp;  Jackson Thornton;  JNA Financial Group;  Lighthouse Retirement Plan Services;  National Advisors Trust;  New England Plan Administration;  Pencor;  Plancorp;  RIA;  WLRAndAssociates

Rounds: 2
Recent Fundings: Oct 2004   Nov 2004
Capital raised: 4.0M
Last Round: .6M
Ownership: Private  

Last Tweets


Last Mentions

Record updated: Apr 2008
Sector: Medical
Year Founded: 1993
Headcount: 151-200 as of Jun 2005
Rounds: 2
Recent Fundings: Oct 2004   Nov 2004
Capital Raised: 4.0M
Last Round: .6M
Ownership: Private