401k Advisors Intermountain
401k Advisors Intermountain is a Sandy, Utah-based financial advisory firm founded in 1989, delivering 401k advisory, retirement readiness, financial wellness, and investment services to employers and individuals in the Intermountain West.
- Company typePrivate
- Founded1989
- HeadquartersSandy, United States
- Headcount11–50
- GTM typeB2B and B2C
- OfferingServices
What 401k Advisors Intermountain does
401k Advisors Intermountain is a privately held financial advisory firm founded in 1989 and headquartered in Sandy, Utah, operating with a headcount of 11-50 employees. Its stated function is delivering financial wellness programs, employee education, retirement readiness, and investment advisory services, targeted at employers and individuals in the Intermountain West region of the United States. The firm's offering centers on retirement plan advisory (401k), supported by adjacent financial wellness, benefits guidance, and wealth management capabilities, with go-to-market executed through direct sales and personalized client engagements.
The business operates within a broader platform context associated with OneDigital (Digital Insurance LLC), evidenced by shared marketing infrastructure, the onedigital.com domain presence, and shared media contact channels. The wider OneDigital platform extends across employee benefits, insurance and risk management, HR consulting, PEO services, executive benefits, and financial education, unified under a direct-sales model. No proprietary technology stack, patents, or API integrations are disclosed for 401k Advisors Intermountain at the standalone level; the 'AI Hub' referenced in marketing materials is positioned as a content and advisory framework rather than a core technology product.
The revenue model is professional services-led, with advisory fees, brokerage commissions, and recurring service relationships across employer retirement plans and individual wealth clients. Pricing is quote-based and not publicly disclosed, consistent with a custom advisory engagement model. No public funding, M&A activity, or revenue disclosures specific to 401k Advisors Intermountain are present in the input, and customer concentration, segment mix, and growth metrics cannot be isolated from the parent platform's broader footprint of 100,000+ clients nationally.
401k Advisors Intermountain firmographics
Firmographics- Name
- 401k Advisors Intermountain
- Legal name
- Digital Insurance LLC
- Website
- https://401kaim.com
- Company type
- Private
- Founded year
- 1989
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- 401k Advisors Intermountain is a Sandy, Utah-based financial advisory firm founded in 1989, delivering 401k advisory, retirement readiness, financial wellness, and investment services to employers and individuals in the Intermountain West.
- Ownership category
- akta.pro rank
401k Advisors Intermountain industry classification
Industry- Product category
- Retirement Plan Services
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282), Insurance Agents, Brokers & Service (6411)
- akta.pro primary industry
- Employer Retirement Plan Advisory (401(k)/Pension) (FSAEABAE)
- akta.pro secondary industries
- Retirement Plan Participant Advice & Managed Accounts (FSAEABAF), Workplace Wealth & Employee Investing Programs (FSAAAAAK), Retirement & Pension Planning (401(k)/IRA) (FSAEAAAD)
Keywords
Where 401k Advisors Intermountain is headquartered
LocationHeadquarters
- HQ city
- Sandy
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
401k Advisors Intermountain business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Revenue model
- HR Consulting and Employee Benefits Services: Professional services revenue from HR consulting, benefits administration, PEO services, and workforce solutions for employers.
- Insurance and Risk Management: Insurance brokerage and risk management solutions providing coverage for businesses and individuals.
- Financial Planning and Wealth Management: Financial education, guidance, and planning services for individuals and executive compensation strategies.
Go-to-market motion1 record
Distribution channels2 records
Marketing channels4 records
401k Advisors Intermountain product offering
Product offeringCore offering
401k Advisors Intermountain delivers financial wellness programs, employee retirement education, retirement readiness planning, and investment advisory services to employers and individuals. The firm operates within a broader benefits and financial strategies platform that combines data-driven benefits administration, retirement plan services, insurance brokerage, and HR consulting capabilities.
Product overview
OneDigital offers a unified platform of HR consulting, benefits administration, insurance, and financial services. The core offerings include Employee Benefits, Insurance & Risk Management, Retirement Plan Services, HR Consulting, PEO services, Executive Benefits, and Financial Education & Guidance—all unified under one powerful plan backed by fierce advocates. Additional offerings include an AI Hub providing practical frameworks for AI workforce transformation. The company serves over 100,000 clients nationwide with SOC-2 certified data security standards.
Differentiator
Problem solved
Functional benefit
Products and services
- Retirement Plan Services Financial education and savings programs that help businesses prepare employees for retirement and financial security, supporting retirement readiness and long-term financial well-being.
- Financial Education & Guidance Financial education, planning, and guidance integrated into employer benefits to empower employees to make informed decisions while strengthening engagement, focus, and business performance.
- Investment Advisory Services Investment advisory and wealth management services delivered through OneDigital Investment Advisors LLC (a related advisory entity) to help individuals live confidently, protect their future, and enjoy life today.
- Employee Benefits Data-driven strategies that help employees thrive while optimizing business performance, giving employers the visibility and tools to manage one of their most significant business investments.
- Insurance & Risk Management Business insurance and risk management solutions that help organizations identify vulnerabilities, manage exposures, and build resilience through proactive risk planning.
- HR Consulting Partnership services to build stronger teams, modernize processes, and create people strategies that drive lasting business results, focused on productivity and competitive edge.
- Professional Employer Organization (PEO) All-in-one workforce solution combining technology, HR and compliance expertise, payroll, and benefits administration to help businesses operate efficiently and focus on growth.
- Executive Benefits Tailored executive compensation strategies designed to attract key executives, align incentives with business goals, and strengthen leadership retention.
- Wealth Management Investment advisory and wealth management services for individuals to help them live confidently, protect their future, and enjoy life today.
Quantifiable outcome
- Net Promoter Score of 82, consistently exceeding industry benchmarks
Companies that use 401k Advisors Intermountain
Customer profileSegments2 records
Ideal customer profiles2 records
401k Advisors Intermountain technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature2 records
401k Advisors Intermountain partnerships and signals
Strategic signalScale indicators4 records
Recent moves3 records
Expansion highlights3 records
401k Advisors Intermountain competitors and assessment
Company assessmentBroad incumbents
- Empower Retirement: One of the largest US retirement plan recordkeepers and advisors, serving defined contribution plans with participant advice and managed account services — directly overlapping 401k Advisors Intermountain's employer plan advisory and participant managed account offerings.
- Principal Financial Group: A major provider of employer-sponsored retirement plans, group benefits, and individual wealth solutions — competing directly with the integrated retirement-plus-benefits-plus-insurance model of 401k Advisors Intermountain.
- OneDigital (Digital Insurance LLC): The parent brand/operating entity under which 401k Advisors Intermountain operates, offering the same integrated benefits, insurance, HR consulting, retirement, and wealth management platform. Comparable as the broader incumbent in the same advisory ecosystem.
- Mercer (Marsh McLennan): A global HR and benefits consulting firm providing retirement plan advisory, actuarial services, and benefits brokerage — competing on the enterprise end of the same integrated employer advisory market.
- Voya Financial: Voya's Retirement and Employee Benefits segments offer 401(k)/403(b) advisory, participant advice, and group insurance — closely matching the integrated employer retirement and benefits focus of 401k Advisors Intermountain.
- Arthur J. Gallagher & Co. A global insurance brokerage and risk management firm with a sizable retirement plan advisory and consulting practice — a broad incumbent competing on employer benefits and retirement advisory mandates.
- Fidelity Workplace Investing: Fidelity's workplace retirement business provides 401(k) recordkeeping, investment options, and participant advice — a national-scale incumbent that competes head-to-head with 401k Advisors Intermountain on plan-sponsor RFPs.
Direct peers
- SageView Advisory Group: A national retirement plan advisory firm providing 401(k)/403(b) investment advice, participant services, and fiduciary support — a focused, scale-comparable peer competing for the same plan-sponsor clients.
- Hub International: A large insurance brokerage and benefits advisory firm offering employer retirement, group benefits, HR consulting, and PEO services — directly competing with the integrated platform of 401k Advisors Intermountain/OneDigital.
- CAPTRUST: An independent RIA specializing exclusively in investment advisory for retirement plans, foundations, and endowments — a direct peer in the employer-side 401(k) advisory niche that competes on similar plan-sponsor mandates.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks6 records
Key highlights6 records
Customer concentration
401k Advisors Intermountain social profiles
Digital presence401k Advisors Intermountain compliance and trust
Trust signalCompliance1 record
401k Advisors Intermountain financial estimates
Financial estimateRevenue estimate
Valuation estimate
401k Advisors Intermountain leadership team
Management profileNumber of profiles
401k Advisors Intermountain subsidiaries and ownership
Company hierarchySubsidiaries1 record
401k Advisors Intermountain funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
401k Advisors Intermountain 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 401k Advisors Intermountain
What does 401k Advisors Intermountain do?
401k Advisors Intermountain delivers financial wellness programs, employee retirement education, retirement readiness planning, and investment advisory services to employers and individuals. The firm operates within a broader benefits and financial strategies platform that combines data-driven benefits administration, retirement plan services, insurance brokerage, and HR consulting capabilities.
Is 401k Advisors Intermountain a public or private company?
401k Advisors Intermountain is a private company. It is classified as corporate owned and is currently operating.
When was 401k Advisors Intermountain founded?
401k Advisors Intermountain was founded in 1989. It employs 11 to 50 people.
Where is 401k Advisors Intermountain based?
401k Advisors Intermountain is headquartered in Sandy, United States, in the North America region.
How does 401k Advisors Intermountain make money?
Three revenue lines are on record. HR Consulting and Employee Benefits Services are the primary driver. The others are insurance and Risk Management and financial Planning and Wealth Management.
Who are 401k Advisors Intermountain's main competitors?
Broad incumbents on record are Empower Retirement, Principal Financial Group, OneDigital (Digital Insurance LLC), Mercer (Marsh McLennan), Voya Financial, Arthur J. Gallagher & Co. and Fidelity Workplace Investing. Direct peers are SageView Advisory Group, Hub International and CAPTRUST.
Does 401k Advisors Intermountain have an API?
No public API is recorded for 401k Advisors Intermountain.
What industry is 401k Advisors Intermountain in?
401k Advisors Intermountain's product category is Retirement Plan Services. Its primary akta.pro industry code is FSAEABAE, Employer Retirement Plan Advisory (401(k)/Pension), with a secondary code of FSAEABAF, Retirement Plan Participant Advice & Managed Accounts. Its NAICS code is 523940 and its SIC code is 6282.