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benefitRFP, Inc. logo — We work with our clients to create and refine top performing...

benefitRFP, Inc.

We work with our clients to create and refine top performing cultures through benefits, risk, and wealth management.

Founded 2006 United States Sacramento, United States 8 employees Financial Services, Insurance +1

General Information

Company Name benefitRFP, Inc.
Founded Year 2006
Location United States Sacramento, United States
Employees 8
Industries Financial Services, Insurance, Wealth Management
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How does benefitRFP, Inc. compare?

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About benefitRFP, Inc.

benefitRFP, Inc. is a national provider of Executive Benefit Plan solutions that aims to bring clarity, understanding, and knowledge to clients in navigating the complexities of executive benefit planning. The company's approach begins with listening to the client's story and understanding their needs and aspirations. Leveraging cutting-edge technology, benefitRFP, Inc. combines products and services from leading investment product developers with cost-competitive administrative solutions to provide top-tier executive benefit solutions to corporations and tax-exempt organizations. Founded in 2006 and headquartered in the United States, the company's focus lies in the Financial Services, Insurance, and Wealth Management industries. Notably, benefitRFP, Inc. collaborates with Lion Street Financial, LLC and Lion Street Advisors, LLC for securities and investment advisory products and services. While the last investment and investors remain undisclosed, benefitRFP, Inc. continues to position itself as a significant player in revolutionizing executive benefit planning.

Business keywords: benefits management, employee benefits, executive benefits, investment planning, tax-exempt organizations, retirement planning, client-focused, innovative technology, investment products, consulting services

No funding data available for benefitRFP, Inc. yet.

benefitRFP, Inc. Alternatives & Competitors

View All Alternatives
benefitRFP, Inc. vs
TrueNorth Companies, L.C.
TrueNorth Companies, L.C. United States

providing clients with integrated risk management solutions that extend beyond the insurance policy.

Grant
400 employees
Financial Services, Insurance
Compare benefitRFP, Inc. vs TrueNorth Companies, L.C.
benefitRFP, Inc. vs
Sapers & Wallack, Inc.
Sapers & Wallack, Inc. United States

Creative Thinking. Customized Solutions. Caring about you since 1932.

25 employees
Financial Services, Insurance
benefitRFP, Inc. vs
Boston Wealth Strategies
Boston Wealth Strategies United States

Your Financial Journey. Our Expertise.

13 employees
Finance, Financial Services
Also compare with: benefitRFP, Inc. vs Axiom Financial Strategies Group Axiom Financial Strategies Group View all alternatives

FAQ About benefitRFP, Inc.

We work with our clients to create and refine top performing cultures through benefits, risk, and wealth management.
benefitRFP, Inc. was founded in 2006.
benefitRFP, Inc. is headquartered in Sacramento, United States.
benefitRFP, Inc. operates in Financial Services, Insurance and Wealth Management. Its work centres on benefits management, employee benefits, executive benefits and investment planning.
benefitRFP, Inc. has approximately 8 employees.
Top alternatives and competitors to benefitRFP, Inc. include TrueNorth Companies, L.C., Sapers & Wallack, Inc., Boston Wealth Strategies, Fragasso Financial Advisors, SPC Financial, Inc.. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
benefitRFP, Inc. and TrueNorth Companies, L.C. are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for benefitRFP, Inc., https://bouncewatch.com/company/benefitrfp-inc, updated 2 January 2025. When citing, please name BounceWatch and link this page.

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