Working at Ubiquity Retirement + Savings | Glassdoor

Ubiquity Retirement + Savings Overview

San Francisco, CA
51 to 200 employees
Company - Private
$10 to $25 million (USD) per year
Ubiquity Retirement + Savings is a growth-explosive entrepreneurial FinTech company that has been trailblazing and disrupting our industry since 1999. Providing small businesses and entrepreneurs with the opportunity to save for their future, Ubiquity delivers simple ... Read more

Mission: Ubiquity is committed to helping people lead greater and more fulfilled lives through financial literacy and retirement preparedness. Our culture and our company are in a constant state of brilliant revolutionary evolution. We do not rest on our laurels—we are ... Read more

Ubiquity Retirement + Savings Reviews

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Chad W. Parks
8 Ratings
  • Helpful (1)

    "Business Development"

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    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Business Development in San Francisco, CA
    Current Employee - Business Development in San Francisco, CA
    Positive Outlook
    Approves of CEO


    If you work for a big company, you have a Retirement Plan, and therefore a convenient way to save for Retirement. If you work for a small company, you probably don't have a Retirement Plan, so you don't save for your Retirement. That's about 40 Million People who aren't saving for themselves, and their future.

    If that sounds like a problem you'd like to solve, and you're a curious, industrious, self-motivated free thinker who can simultaneously cooperate as part of a team, then we would love to have you.


    The same of any small & growing company: prioritizing scarce resources and organizing ourselves to meet those priorities - all while listening to what customers are telling us about their needs and our ability to meet them. It's not an environment for people who want to avoid talking with people and dealing with problems.

    Advice to Management

    I have none: Good Culture. Good work / life balance. Plenty of visibility for employees into strategy and financial circumstance. High-achievers have plenty of opportunity to find & solve interesting problems to help people better themselves. That covers it.

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Ubiquity Retirement + Savings Photos

Ubiquity Retirement + Savings photo of: Andrew and Chad in an office photoshoot
Ubiquity Retirement + Savings photo of: Office contest to win Giants Tickets!
Ubiquity Retirement + Savings photo of: Inspiration from the Learning Library
Ubiquity Retirement + Savings photo of: Pancake RAWK (Random Act of Workplace Kindness)
Ubiquity Retirement + Savings photo of: #NoDressCode
Ubiquity Retirement + Savings photo of: Open work space
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Ubiquity Retirement + Savings Interviews



Getting an Interview

Getting an Interview





    Sales Team Interview

    Anonymous Employee in San Francisco, CA
    Accepted Offer
    Positive Experience
    Easy Interview


    I applied online. The process took 2 weeks. I interviewed at Ubiquity Retirement + Savings (San Francisco, CA) in October 2015.


    I applied online and had an initial screening call with HR. I then had one in person interview with HR at the San Francisco offices followed by several Skype interviews with different team members. Very relaxed process, no funny questions or procedures so I really liked that (companies in San Francisco can ask some pretty strange questions). Asked each time to give a brief background of myself and my experiences and the interviews were more like pleasant conversations than uncomfortable interrogation. Each employee was extremely enthusiastic about the company which was a nice plus as well. I stopped searching after my initial interview as Ubiquity became my #1 choice after my first interview.

    Interview Questions

    • How do your previous skills and experiences apply to the position?   Answer Question
    • What's the nicest thing you've ever done for someone?   Answer Question
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Ubiquity Retirement + Savings Awards & Accolades

  • Inc. 5000 Fastest Growing Companies, Inc. 5000, 2016
  • Most Democratic Workplaces, WorldBlu, 2015
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Ubiquity Retirement + Savings Locations

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