Key facts
- Broadstone Corporate Benefits’s last known valuation is $131.2M (Jan 2020).
- It has raised $11.5M; the latest was PE Growth/Expansion in Mar 2025.
- Notable investors include Lovell Minnick Partners, BDO USA, ICG.
- Status: Privately Held (backing).
Investors
3- ·The complete investor list — 3 names
- ·Watchlist + deal alerts for Broadstone Corporate Benefits
- ·The full record, as it builds
Funding rounds
No funding rounds for Broadstone Corporate Benefits are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Broadstone Corporate Benefits
Provider of financial planning services intended to serve small and medium-sized employers, pension scheme trustees, and individual pension scheme members. The company offers a range of services including pensions and employee benefits, actuarial and investment consulting as well as pension governance, risk management, and employee discount scheme services, enabling clients to navigate complexity and change with clarity and purpose efficiently.
- Sector
- Financial Services
- HQ
- Birmingham, United Kingdom
- Founded
- 1989
- Employees
- 650
- Website
- broadstone.co.uk/
- Ownership
- Privately Held (backing)
Broadstone Corporate Benefits doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Broadstone Corporate Benefits shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Broadstone Corporate Benefits in its N-PORT filings yet. We sweep new filings monthly.