Congruent Solutions
A specialist technology solutions and plan administration services provider to the Retirement Plan (401k, 403b) industry
481 employees · est. 2000 · Cupertino, United States
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Hooker & Holcombe (Acquired by USI Consulting Group)
Please visit USI Consulting Group's LinkedIn page for our latest retirement news & updates!
43 employees · est. 1956 · Bloomfield, United States
Hooker & Holcombe (Acquired by USI Consulting Group) is the older company (2000 vs 1956); Congruent Solutions is the larger of the two.
Side-by-Side Comparison
| Metric | Congruent Solutions | Hooker & Holcombe (Acquired by USI Consulting Group) |
|---|---|---|
| Founded | ||
| Founded | 2000 | 1956 older |
| Headquarters | ||
| Headquarters | Cupertino, United States | Bloomfield, United States |
| Employees | ||
| Employees | 481 larger | 43 |
| Industry | ||
| Industry | Information Technology, Privacy and Security | Financial Services |
| Funding Stage | ||
| Funding Stage | Series Unknown | Not tracked yet |
| Total Funding | ||
| Total Funding | Not tracked yet | Not tracked yet |
| Funding Rounds | ||
| Funding Rounds | Not tracked yet | Not tracked yet |
| Services | ||
| Services | Not tracked yet | Actuarial Services, Pension Administration, Retirement Services, Compliance Solutions, Plan Restructuring |
| Target Customers | ||
| Target Customers | Not tracked yet | Large Corporations, Small Businesses, Mid-sized Businesses, Non-profits, Municipalities |
| Taxonomy | ||
| Taxonomy | Not tracked yet | Retirement Plan Consulting, Benefits Administration, Actuarial Services, Investment Advisory, Compliance Services, Pension Plans, OPEB Plans, 401(k) Plans, 403(b) Plans, 401(a) Plans, 457 Plans, Financial Wellness Programs, Employer-Sponsored Plans, Participant Education, Strategic Solutions |
| Website | ||
| Website | congruentsolutions.com | hhconsultants.com |
About Congruent Solutions
The Retirement Plan industry in the US strives to help every American citizen prepare for their tomorrow. However, plan providers, record keepers, and TPAs face intense competition, increasing pressure on margins, and ever-changing compliance needs, combined with the difficulty of meeting the needs...
About Hooker & Holcombe (Acquired by USI Consulting Group)
Hooker & Holcombe, a company founded in 1956 and headquartered in the United States, has recently been acquired by USI Consulting Group, a leading firm in full-service retirement plan consulting and benefits administration. Historically, Hooker & Holcombe has built its reputation on a client-centri...
We will tell you when either one moves
BounceWatch watches Congruent Solutions and Hooker & Holcombe (Acquired by USI Consulting Group) for new funding, fast hiring, new executives and a change of software vendor. When one happens, we email you the same day.
Funding, hiring, leadership and stack changes at Congruent Solutions and Hooker & Holcombe (Acq... — by email.
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Compiled from the BounceWatch company index. We last looked at Hooker & Holcombe (Acquired by USI Consulting Group) on 11 Mar 2026. Where a field is blank here, it means we have not recorded it — not that the answer is zero. How we source and date this.
