PensionBee Inc.

PensionBee Inc. is the U.S. subsidiary of PensionBee Group PLC, an online personal pension scheme provider dedicated to simplifying retirement savings. Its mission is to foster a world where everyone can achieve a happy retirement by building pension confidence. The company's U.S. headquarters are located in New York, NY.

PensionBee Inc. offers a digital platform that enables American consumers to easily consolidate and roll over their old 401(k) plans and Individual Retirement Accounts (IRAs) into a single PensionBee IRA. Key services include real-time balance tracking, projected retirement income, and the ability to manage contributions and withdrawals online. Each customer is assigned a dedicated "BeeKeeper," a U.S.-based account manager, to assist with transfers and inquiries. Investment portfolios offered to U.S. customers are powered by State Street Global Advisors' (SSGA) Exchange-Traded Funds (ETFs).

PensionBee launched its U.S. operations in July 2024, partnering with State Street Global Advisors, and subsequently raised approximately $25 million in October 2024 to support this expansion. The parent company, PensionBee Group PLC, is led by CEO and Co-founder Romi Savova. The company has demonstrated robust growth, with global assets under administration reaching approximately £8 billion (over $10 billion) in April 2026, and its UK operations achieving adjusted EBITDA profitability in Q1 2026. PensionBee is actively investing in its U.S. growth strategy, targeting the significant U.S. Defined Contribution pension market.