TEAM

TEAM

Outsourced payroll, HR, and risk management

Overview

TEAM Risk Management Strategies provides outsourced employer-of-record services for fiduciaries who manage trusts, estates, and guardianships. It handles payroll, HR, risk management, recordkeeping, tax reporting, and compliance, plus workplace insurance to protect trust assets when employing caregivers or service providers. The service acts as the employer of record, centralizing employee administration and shielding the fiduciary and assets across all states. Its goal is to offer a seamless, compliant solution that reduces administrative burden and employment risk for fiduciaries while safeguarding assets.

About TEAM

Simplify's Rating
Why TEAM is rated
C+
Rated B on Competitive Edge
Rated C on Growth Potential
Rated C on Differentiation

Industries

Consulting

Enterprise Software

Financial Services

Legal

Company Size

51-200

Company Stage

N/A

Total Funding

N/A

Headquarters

La Mesa, California

Founded

2003

Get referred to TEAM

See people who can refer or advise you

Simplify Jobs

Simplify's Take

What believers are saying

  • General Atlantic closed TEAM's roughly $3 billion acquisition in April 2026, validating scale.
  • TEAM raised $100 million equity inside a $362 million transaction, funding expansion.
  • Fitch expects positive free cash flow and low- to mid-single-digit growth through 2028.

What critics are saying

  • Fitch rated TEAM's leverage 5.4x after April 2026, constraining error tolerance.
  • General Atlantic ownership adds integration pressure after the April 2026 buyout and August refinancing.
  • 24 Hour Home Care's September 2026 layoffs expose customer concentration and payer-disruption vulnerability.

What makes TEAM unique

  • TEAM owns fiduciary distribution, embedding payroll and compliance inside trust and estate administration.
  • Its employer-of-record model spans all 50 states, creating high switching costs for banks.
  • TEAM combines HR, tax reporting, insurance, and compliance experts into one outsourced household-employment platform.

Help us improve and share your feedback! Did you find this helpful?

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

401(k) Company Match

Wellness Program

Professional Development Budget

Employee Assistance Program

Volunteer Time Off

Paid Vacation

Paid Sick Leave

Paid Holidays

Recently Posted Jobs

Sign up to get curated job recommendations

TEAM is Hiring for 3 Jobs on Simplify!

Find jobs on Simplify and start your career today

Don't see your dream role? Check out thousands of other roles on Simplify. Browse all jobs →