July 2, 2026 – July Business Services, LLC (“JULY”), a small-business retirement plan solutions provider, this week announced two senior leadership appointments to help sharpen the firm’s focus on growth and innovation.
Blake Willis has been promoted to President of Retirement Services, and Josh Bulgin has joined the company as Chief Commercial Officer.
As President of Retirement Services, Willis will oversee core plan operations, the firm’s ERISA and technical standards, and advisor relationships. He previously was Chief Operating Officer of Retirement Services, where he spent years building and running JULY’s core service operations.
Meanwhile, in the newly created Chief Commercial Officer role, Bulgin will lead JULY’s transformation, growth, and commercial strategy, with responsibility for sales, marketing, and the firm’s go-to-market approach.
He joins JULY from global AI technology and services firm Concentrix where, as Senior Vice President of CX Technology, he built and ran a global transformation business, owning its P&L, go-to-market, and delivery. This included many of the company’s key commercially deployed AI solutions. Bulgin has more than two decades of experience scaling software and services businesses at every stage, from pre-revenue startups to multi-billion-dollar operations, with senior leadership roles at Asurion, Zoove, and Motricity.
JULY further noted that Willis and Bulgin will partner closely on the evolution and scalability central to the firm’s next phase of growth, pairing operational experience with commercial and transformation leadership.
“These appointments are about building for the future,” stated JULY Chief Executive Officer John Humphrey. “Blake is one of the most knowledgeable leaders in our industry and a trusted resource to our key partners and advisors, he’s earned this. Josh brings a proven record of scaling and transforming companies. Together, they’ll partner on the operational transformation and scalability that define our next phase of growth.”
Leveraging proprietary technology, JULY simplifies and automates retirement plan setup and operation, with a high-touch service model for employers, employees, and financial advisors. JULY serves more than 10,000 401(k), cash balance, defined benefit, and other retirement plans across the United States.
About JULY
JULY offers a comprehensive suite of modern retirement plan solutions, with a focus on making workplace plans accessible to millions of small businesses. Leveraging proprietary technology solutions, JULY simplifies and automates all aspects of retirement plan setup and operation. Additionally, the company’s high-touch service model ensures a superior experience for employers, employees, and financial advisors. Presently, JULY serves more than 10,000 401(k), cash balance, defined benefit, and other retirement plans across the United States. The company also provides expert white label, co-branded, and back-office support for other organizations. Please visit us at www.julyservices.com to learn more.
About Platform Partners LLC
Founded in 2006, Platform Partners LLC is a private investment company based in Houston that makes investments in lower middle-market companies with the intent of growing these businesses into industry leaders through a combination of organic and acquisition growth. Platform invests through a perpetual holding company structure allowing for a long-term, patient approach to partnering with entrepreneurs to build companies. For more information, please visit platformllc.com.