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Bespoke Benefits
One team, three services: brokerage, consulting, and managed services for employee benefits.
healthcare
StagePrivately-held
Raised$120M
Founded2024
Employees3
LocationGreenville, SC
Business modelB2B
About
Bespoke Benefits is an employee benefits brokerage, consulting, and managed services firm serving small and mid-sized US employers. The company sources, negotiates, and places a full benefits stack including medical, dental, vision, life, disability, HSA/FSA/HRA, EAP, and voluntary coverage, while offering strategic consulting on plan design, cost containment, and compliance. Bespoke provides year-round operational support through a dedicated team, including HRIS administration, employee support, and vendor coordination.
Product
- Value proposition
- A complete benefits operation that augments HR capabilities with strategy, structure, and ongoing support across brokerage, consulting, and managed services.
- Target customers
- Small and growing employers in the US seeking strategic benefits operations
Founders
- Richard Jones — Co-Founder and Director
Categories
Products
Brokerage ServicesBenefits ConsultingManaged ServicesFull benefits stack (medical, dental, vision, life, disability, HSA/FSA/HRA, EAP, voluntary/worksite)ICHRA designlevel-funded optionsCAPTIVES/alternative funding options
Key features
Sourcing, negotiating, and placing plansOpen enrollment strategy and implementationCompliance support and OE noticesHRIS/benefits platform administrationEmployee support (Tier 1–2)COBRA, ACA tracking, compliance calendarVendor ecosystem coordinationQuarterly benefit operating cadenceCost containment and financial analysisBenchmarking and market positioningM&A due diligence support
Care settings
small businessmid-sized US employers
Investors
Founders GroupNorthBridge PE
News
- Should You Consider a Medical Trust for Employee Healthcare Benefits? · 2026-04-08T13:30:19.000Z
- Bespoke Concierge MD Launches Corporate Health Plans, Redefining Employee Wellness and Preventive Care · 2025-09-03T12:49:00.000Z
- Avante unveils AI-based platform for employer benefit management · 2025-04-08T09:00:00.000Z
- Avante Launches the First AI-Native Benefits Intelligence Platform, Helping Employers Reduce Their Second-Largest Expense · 2025-04-08T10:00:00.000Z
- Bespoke Concierge MD Launches Corporate Health Plans, Redefining Employee Wellness & Preventive Care - PayerTrends · 2025-12-02T16:37:00.000Z
- How Avante AI is better supporting benefit leaders | Employee Benefit News · 2025-04-22T19:00:00.000Z
