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Congruent Solutions Case Studies

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  • Human Interest
    Reference Rating
    4.8 / 5.0
    Customer References 31 total
    About

    Human Interest is founded on a simple idea: Affordable, zero-transaction fee, 401(k) plans for small and medium businesses. Businesses that, historically, never had access to these types of investment and …

  • Ubiquity Retirement & Savings
    Reference Rating
    Customer References 0 total
    About

    A retirement plan provider known for pioneering the 401(k) flat-fee model.

  • ForUsAll
    Reference Rating
    4.8 / 5.0
    Customer References 5 total
    About

    ForUsAll is a 401(k) platform that provides access to cryptocurrency. ForUsAll’s mission is to provide everyday Americans with the tools they need to build a brighter financial future. With $1.7B …