BenefitPoint, Inc.

BenefitPoint, Inc.

BenefitPoint, Inc.

Overview
Date Founded

1998

Headquarters

301 Howard Street,6th floor,San Francisco, CA 94105

Type of Company

Private

Industries

IT Consulting & Services
Computer Software

Company Description

BenefitPoint, Inc. provided web based employee benefits solutions. It offered services to brokers, consultants, carriers, and general agents. The company was founded by Kurt M. de Grosz and is headquartered in San Francisco, CA.

Executives & Employees

President & Chief Executive Officer

Chief Financial Officer

Director, Client Services

Product Director

Senior Vice President

Vice President-Inside Sales & Marketing

Professional

Board of Directors

Director-Advanced Studies Center at Stanford University

Partner at HLM Management Co. LLC

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BenefitPoint, Inc.
Recent Transactions
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Vertafore, Inc. purchases BenefitPoint, Inc.

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Unum Group, Benefits Technologies, Inc. purchase Whereiwork from BenefitPoint, Inc.

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BenefitPoint, Inc. purchases Whereiwork from Marsh & McLennan Companies, Inc.

Transaction Advisors
Legal Advisor

Advised onVertafore, Inc. purchases BenefitPoint, Inc.

Advisors & Consultants
Advisor

Founder at Financial Technology Partners LP

Legal Advisor

Partner at Orrick, Herrington & Sutcliffe LLP

Investors
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Wells Fargo & Co. is a diversified, community-based financial services company. It is engaged in the provision of banking, insurance, investments, mortgage, and consumer and commercial finance. The firm operates through the following segments: Community Banking, Wholesale Banking, Wealth & Investment Management, and Other. The Community Banking segment offers complete line of diversified financial products and services for consumers and small businesses including checking and savings accounts, credit and debit cards, and automobile, student, and small business lending. The Wholesale Banking segment provides financial solutions to businesses across the United States and globally. The Wealth and Investment Management segment includes personalized wealth management, investment and retirement products and services to clients across U.S. based businesses. The Other segment refers to the products of WIM customers served through community banking distribution channels. The company was founded by Henry Wells and William G. Fargo on March 18, 1852 and is headquartered in San Francisco, CA.

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HarbourVest invests in primary funds, secondary investments and also makes direct co-investments in operating companies.

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HLM Venture Partners focuses on investments in the healthcare sector. The firm targets companies operating in the fields of health care information technology & tech enabled health care services, medical devices and diagnostics. HLM provides financing for early to growth stage capital requirements. They both lead financings & participate as co-investors, and they participate in small financings all the way up to larger pre-IPO rounds and buyouts.

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