SiriusB iQ is building the algorithmic fiduciary intelligence platform for enterprise benefits—transforming a $120B market riddled with opacity, misaligned incentives, and manual processes.
Built from the ground up with agentic AI at the core, not retrofitted legacy software
SOC 2, HIPAA compliant with enterprise-grade audit trails and governance
Average 18% cost reduction in first year with documented savings evidence
Proprietary benchmarking database across $12B+ in benefits spend
Four structural advantages that compound over time
Our AI agents continuously monitor, analyze, and optimize benefits programs in real-time—going far beyond static dashboards or manual consulting.
Every recommendation includes complete audit trails linking to source documents, creating defensible fiduciary documentation.
Unified workspace for CFOs, HR, brokers, advisors, and TPAs—eliminating information silos and misaligned incentives.
Each customer adds anonymized benchmarking data, making the platform exponentially more valuable for all participants.
Massive, underserved market with clear path to value
Market Growth
Benefits tech sector
Addressable Market
U.S. benefits consulting
Time to Value
Contract to first insight
Real results with enterprise customers
Exponential value creation over 5 years
$10M Series A allocation for 18-month runway
AI agent capabilities, platform features, integrations
Enterprise sales team, marketing automation, demand gen
Cloud infrastructure, security, compliance
Onboarding, support, customer expansion
Clear milestones to market leadership
Complete $10M raise, expand team to 25
Release agentic workflow automation suite
Onboard 10 new Fortune 1000 customers
Integrate with major HRIS & benefits platforms
Achieve operational profitability
Position for $30M+ growth round
Transparent assessment of challenges and our strategies
Market Education
Early customers validate need; 24-month sales cycles already budgeted
Regulatory Changes
SOC 2, HIPAA certified; compliance-first architecture
Data Privacy Concerns
Zero raw PII stored; all data anonymized and aggregated
Competitive Entry
18-month technical lead; proprietary data moat; strong customer lock-in
Deep domain expertise across benefits, AI, and enterprise SaaS
15+ years in benefits consulting and compliance. Previously led $500M+ benefits programs for Fortune 500 clients. Deep expertise in ERISA, fiduciary governance, and benefits optimization.
View Full Board of DirectorsWe're raising a $10M Series A to accelerate product development, expand our enterprise sales team, and capture market leadership in the algorithmic fiduciary intelligence space.
Algorithmic Fiduciary Intelligence Platform
Transforming $850B benefits waste into verifiable alpha