Retention Strategies

What Retention Strategies does

Retention Strategies is a private, for-profit employee benefits consulting and brokerage boutique headquartered in San Juan, Puerto Rico. Per its self-description, the firm is focused exclusively on wellness-oriented employee benefits, positioning it as a niche player within the broader benefits brokerage and consulting market. The company was founded in 2010 and operates with a small headcount in the 11-50 range, consistent with a boutique professional services model.

The firm operates as a traditional benefits intermediary, working with employers to design, advise on, and broker employee benefits programs with a wellness lens. No specific product suite, proprietary technology platform, or service-tier breakdown is documented in the available inputs. The firm's public website (en.retentionstrategiespr.com) was not substantive at the time of data capture, displaying only a verification/loading page; consequently, details on technology stack, carrier relationships, pricing structure, and service workflows are unavailable.

Given the boutique scale and Puerto Rico domicile, the company's addressable market is the local employer base on the island, with potential reach into cross-border or mainland employer clients seeking bilingual service. There is no disclosed revenue, funding history, ownership structure, management team, partnership roster, or M&A activity in the input data. As a result, while the firm appears to be an ongoing operating business, conclusions about its growth, financial profile, or strategic trajectory cannot be supported beyond the basic firmographic facts provided.

Name

Retention Strategies

Website

https://en.retentionstrategiespr.com

Company type

Private

Founded year

2010

Operating status

Operating

Headcount range

11–50 employees

Short description

Retention Strategies is a private, boutique employee benefits consulting and brokerage firm in San Juan, Puerto Rico, founded in 2010 and focused exclusively on wellness-oriented benefits for employers.

Ownership category

akta.pro rank

Product category

Employee Benefits Consulting

NAICS

Human Resources Consulting Services (541612), Other Management Consulting Services (541618)

SIC

Insurance Agents, Brokers & Service (6411), Services-Management Consulting Services (8742)

akta.pro primary industry

Employee Benefits Brokerage & Consulting (FSAEADAC)

akta.pro secondary industries

Benefits Administration & Total Rewards Outsourcing (BPACAKAE), Corporate Wellness Retreats & Executive Health Programs (THAGAMAJ)

Keywords

• Employee benefits consulting
• Benefits brokerage
• Corporate wellness programs
• Wellness benefits design
• Employee retention services

Headquarters

HQ city

San Juan

HQ country

Puerto Rico

HQ region

Latin America

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales

Core offering

Retention Strategies is an employee benefits consulting and benefits brokerage boutique focused on wellness. The firm advises organizations on the design, selection, and administration of employee benefits packages with a specialized emphasis on wellness-oriented offerings aimed at improving employee retention.

Differentiator

Problem solved

Functional benefit

Products and services

• Employee Benefits Consulting and Brokerage

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Recent moves1 record

Expansion highlights1 record

Direct peers

• Hub International: Mid-market insurance brokerage with significant employee benefits division and growth via regional acquisitions. Comparable in scale and brokerage-focused model.
• NFP (an Aon company): Property/casualty and benefits brokerage serving mid-market employers with specialty benefits and wellness advisory offerings. Comparable as a benefits-focused brokerage.
• OneDigital: US-focused employee benefits brokerage and HR consulting firm serving mid-market employers, with a wellness orientation. Closest direct comparable in terms of scale and benefits-only positioning.
• Holmes Murphy & Co. Employee benefits-focused brokerage and consulting firm with wellness and population health specializations. Comparable due to explicit wellness-and-benefits focus.

Broad incumbents

• Lockton Companies: Large independent insurance brokerage with strong employee benefits practice. Comparable as a benefits broker competing for corporate clients.
• Aon plc: Global professional services firm with significant employee benefits consulting through Aon and NFP. Comparable as a benefits brokerage and consulting competitor.
• Brown & Brown, Inc. Large US insurance brokerage with deep employee benefits and wellness advisory capabilities. Comparable as a benefits intermediary serving commercial employers across geographies.
• Arthur J. Gallagher & Co. Global insurance brokerage and risk management firm with a substantial employee benefits practice serving mid-market and large employers. Comparable as a benefits brokerage competitor, though much larger and broader in scope than Retention Strategies.
• USI Insurance Services: Large US insurance brokerage serving mid-market commercial clients with substantial employee benefits capabilities. Comparable as a benefits brokerage competitor.
• Marsh McLennan (Marsh): Global insurance and benefits brokerage leader with Mercer benefits consulting arm. Competes with boutique benefits brokers for corporate clients.

Market position

Strengths3 records

Weaknesses4 records

Competitive moat2 records

Key risks5 records

Key highlights4 records

Customer concentration

• Xx.com/RetentionStrate

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Retention Strategies