PensionBee Inc

New York, New York, USA
230 Total Employees
15 Local Employees

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PensionBee is a leading online retirement account provider, making retirement saving straightforward and accessible for as many people as possible. PensionBee helps its customers to consolidate old retirement accounts, enabling them to easily rollover existing 401k(s) and Individual Retirement Accounts (IRAs) into a new PensionBee IRA.

PensionBee’s IRA is accessible from our website or mobile app. Customers will receive visibility of their retirement savings and access to world-leading investments (ETFs powered by State Street). Our customized retirement planning tools enable consumers to grow their savings and ultimately prepare for retirement confidently.

Operating in the United Kingdom since 2014, PensionBee administers over $7 billion on behalf of over 260,000 customers. PensionBee has recently extended its award-winning marketing and technology approach to the United States, seeking to rapidly grow its customer base from its operational headquarters in New York City.

PensionBee Inc Offices

OnSite Workspace

Employees work from physical offices.

Our team's working location is dependent by function and role. Some teams operate in a hybrid environment with three days in office, while others are fully in-person 5-days a week.

Typical time on-site: None
New York, New York, USA

Technology We Use

Salesforce service cloud
Salesforce service cloud
LANGUAGES
Asana
Asana
PROJECT MANAGEMENT
Canva
Canva
DESIGN
Figma
Figma
DESIGN
Google Drive
Google Drive
PROJECT MANAGEMENT
Google Slides
Google Slides
PROJECT MANAGEMENT
Looker
Looker
ANALYTICS
Pipedrive
Pipedrive
CRM
Webflow
Webflow
CMS
Asana
Asana
PROJECT MANAGEMENT
Slack
Slack
COLLABORATION