Navigate Benefit Solutions
Navigate Benefit Solutions is a privately held Canadian financial services firm based in Calgary, founded in 2002, providing group benefits, retirement savings, and wealth management solutions to employers and individual participants.
- Company typePrivate
- Founded2002
- HeadquartersCalgary, Canada
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Navigate Benefit Solutions does
Navigate Benefit Solutions is a Canadian for-profit, privately held financial services firm headquartered in Calgary, Alberta. Founded in 2002, the company operates in the group benefits, retirement savings, and wealth management verticals, serving employers and individual participants with benefit plan advisory, retirement accumulation vehicles, and wealth advisory services. The firm employs between 11 and 50 people based on available headcount data.
The company's product and service portfolio is described at a high level as encompassing group benefits (likely employer-sponsored health and welfare plans), retirement savings (group RRSPs, pooled registered pension plans, or similar vehicles), and wealth management (personal financial planning and investment advisory). However, no detailed product catalog, technology platform details, proprietary systems, integrations, or digital tools are documented in the available data sources. The corporate website (navigatebenefitsolns.com) is non-functional and returns only a loader/verification page, so no technical architecture, advisor workflows, plan administration capabilities, or client-facing technology can be assessed.
The business model appears to follow a traditional Canadian group benefits and wealth advisory construct: fee- or commission-based revenue tied to plan administration, asset-based fees on retirement savings balances, and advisory fees for wealth management engagements. GTM motion, pricing models, customer segments, distribution channels, partnerships, and management team details are all undocumented in the supplied data, limiting deeper business model assessment. No funding rounds, M&A activity, regulatory actions, or leadership changes are on record in the available sources.
Navigate Benefit Solutions firmographics
Firmographics- Name
- Navigate Benefit Solutions
- Website
- https://navigatebenefitsolns.com
- Company type
- Private
- Founded year
- 2002
- Headcount range
- 11–50 employees
- Short description
- Navigate Benefit Solutions is a privately held Canadian financial services firm based in Calgary, founded in 2002, providing group benefits, retirement savings, and wealth management solutions to employers and individual participants.
- Ownership category
- akta.pro rank
Navigate Benefit Solutions industry classification
Industry- Product category
- Employee Benefits and Wealth Advisory
- NAICS
- Pharmacy Benefit Management and Other Third Party Administration of Insurance and Pension Funds (524292)
- SIC
- Insurance Agents, Brokers & Service (6411)
- akta.pro primary industry
- Employee Benefits Brokerage & Consulting (FSAEADAC)
- akta.pro secondary industries
- Retirement Plan Participant Advice & Managed Accounts (FSAEABAF), Benefits Administration (BPACAPAC)
Keywords
Where Navigate Benefit Solutions is headquartered
LocationHeadquarters
- HQ city
- Calgary
- HQ country
- Canada
- HQ region
- North America
Markets served
Navigate Benefit Solutions business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Navigate Benefit Solutions product offering
Product offeringCore offering
Navigate Benefit Solutions provides group benefits, retirement savings, and wealth management solutions. The firm supports organizations and individuals in structuring, administering, and managing employee benefit programs, retirement plans, and personal wealth strategies.
Differentiator
Problem solved
Functional benefit
Products and services
- Group Benefits Group benefits solutions providing employers and organizations with employee benefit programs including health, dental, disability, and life insurance coverage options.
- Retirement Savings Retirement savings solutions including group retirement plans and savings vehicles designed to help employers offer retirement benefits to their employees.
- Wealth Management Wealth management solutions providing financial planning, investment advisory, and wealth accumulation strategies for individual clients.
Companies that use Navigate Benefit Solutions
Customer profileIdeal customer profiles1 record
Navigate Benefit Solutions technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Navigate Benefit Solutions partnerships and signals
Strategic signalRecent moves2 records
Expansion highlights3 records
Navigate Benefit Solutions competitors and assessment
Company assessmentMarket position
Competitive moat2 records
Key risks5 records
Key highlights4 records
Customer concentration
Navigate Benefit Solutions social profiles
Digital presenceNavigate Benefit Solutions financial estimates
Financial estimateRevenue estimate
Valuation estimate
Navigate Benefit Solutions leadership team
Management profileNumber of profiles
Navigate Benefit Solutions funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Navigate Benefit Solutions M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Navigate Benefit Solutions
What does Navigate Benefit Solutions do?
Navigate Benefit Solutions provides group benefits, retirement savings, and wealth management solutions. The firm supports organizations and individuals in structuring, administering, and managing employee benefit programs, retirement plans, and personal wealth strategies.
When was Navigate Benefit Solutions founded?
Navigate Benefit Solutions was founded in 2002. It employs 11 to 50 people.
Where is Navigate Benefit Solutions based?
Navigate Benefit Solutions is headquartered in Calgary, Canada, in the North America region.
Does Navigate Benefit Solutions have an API?
No public API is recorded for Navigate Benefit Solutions.
What industry is Navigate Benefit Solutions in?
Navigate Benefit Solutions's product category is Employee Benefits and Wealth Advisory. Its primary akta.pro industry code is FSAEADAC, Employee Benefits Brokerage & Consulting, with a secondary code of FSAEABAF, Retirement Plan Participant Advice & Managed Accounts. Its NAICS code is 524292 and its SIC code is 6411.