Insights

Significant Asset Base With support for over 72.7 billion dollars in assets, World Investment Advisors presents a substantial client base that offers extensive opportunities for tailored wealth management, retirement planning, and consulting services.

Expanding Leadership Recent hires of key executives such as a Chief Growth Officer, President, and Head of Technology Strategy indicate a strategic focus on growth, innovation, and operational excellence, making the firm a promising partner or acquisition target.

Acquisition Strategy The recent acquisition of TCG Wealth Management demonstrates a proactive expansion approach, opening avenues for cross-selling opportunities and expanding client reach for service providers interested in strategic growth.

Technology-Driven Growth Investment in technology leadership and the use of modern cloud and digital tools suggest the company is positioned for innovative service delivery, creating sales opportunities for firms offering technology solutions or digital platforms.

Diverse Asset Investments Active stakes in multiple assets including Veralto, Iron Mountain, and CNX Resources highlight the firm's interest in diversified investment opportunities, signaling openings for financial products and asset management services tailored to such investment strategies.

Similar companies to Pensionmark Financial Group

Pensionmark Financial Group Tech Stack

Pensionmark Financial Group uses 8 technology products and services including Cloudflare, HubSpot Content Hub, Termly, and more. Explore Pensionmark Financial Group's tech stack below.

  • Cloudflare
    Content Management System
  • HubSpot Content Hub
    Content Management System
  • Termly
    Cookie Compliance
  • Font Awesome
    Font Scripts
  • Linkedin Sign-in
    Identity Verification
  • HubSpot
    Marketing Automation
  • Vimeo
    Video Players
  • Twitter
    Widgets

Media & News

Pensionmark Financial Group's Email Address Formats

Pensionmark Financial Group uses at least 2 format(s):
Pensionmark Financial Group Email FormatsExamplePercentage
First.Last@pensionmark.comJohn.Doe@pensionmark.com
79%
FLast@pensionmark.comJDoe@pensionmark.com
14%
First@pensionmark.comJohn@pensionmark.com
3%
FirstL@pensionmark.comJohnD@pensionmark.com
2%
First.MiddleLast@pensionmark.comJohn.MichaelDoe@pensionmark.com
1%
FL@pensionmark.comJD@pensionmark.com
1%
First.Last@worldadvisors.comJohn.Doe@worldadvisors.com
81%
FLast@worldadvisors.comJDoe@worldadvisors.com
7%
First.Middle@worldadvisors.comJohn.Michael@worldadvisors.com
6%
FiLast@worldadvisors.comJoDoe@worldadvisors.com
6%

Frequently Asked Questions

Where is Pensionmark Financial Group's headquarters located?

Minus sign iconPlus sign icon
Pensionmark Financial Group's main headquarters is located at 24 East Cota Street Suite 200 Santa Barbara, California 93101 United States. The company has employees across 3 continents, including North AmericaEuropeSouth America.

What is Pensionmark Financial Group's official website and social media links?

Minus sign iconPlus sign icon
Pensionmark Financial Group's official website is worldadvisors.com and has social profiles on LinkedIn.

What is Pensionmark Financial Group's NAICS code?

Minus sign iconPlus sign icon
Pensionmark Financial Group's NAICS code is 52 - Finance and Insurance.

How many employees does Pensionmark Financial Group have currently?

Minus sign iconPlus sign icon
As of April 2026, Pensionmark Financial Group has approximately 216 employees across 3 continents, including North AmericaEuropeSouth America. Key team members include Chief Executive Officer: C. S.Chief Growth Officer: J. S.Chief Compliance Officer: A. E.. Explore Pensionmark Financial Group's employee directory with LeadIQ.

What industry does Pensionmark Financial Group belong to?

Minus sign iconPlus sign icon
Pensionmark Financial Group operates in the Financial Services industry.

What technology does Pensionmark Financial Group use?

Minus sign iconPlus sign icon
Pensionmark Financial Group's tech stack includes CloudflareHubSpot Content HubTermlyFont AwesomeLinkedin Sign-inHubSpotVimeoTwitter.

What is Pensionmark Financial Group's email format?

Minus sign iconPlus sign icon
Pensionmark Financial Group's email format typically follows the pattern of First.Last@pensionmark.com. Find more Pensionmark Financial Group email formats with LeadIQ.

When was Pensionmark Financial Group founded?

Minus sign iconPlus sign icon
Pensionmark Financial Group was founded in 1988.

Pensionmark Financial Group

Financial ServicesCalifornia, United States201-500 Employees

World Investment Advisors, formerly Pensionmark Financial Group, is a network of more than 630 advisors and staff across more than 100 U.S. locations that supports $72.7B* in assets and thousands of retirement plan and wealth management clients. The World Investment Advisors network of professionals includes wealth management, defined contribution, defined benefit, terminal funding, not-for-profit and executive/deferred compensation specialists. For more information, please visit www.worldadvisors.com. 

Meet the management team: https://worldadvisors.com/management-team

Find an Advisor: https://worldadvisors.com/find-an-advisor

*As of 12/31/2024, the World Investment Advisors network of advisors and firms collectively provides support to over $72.7 billion in assets across a variety of channels including investment management and retirement plan consulting services. This includes regulatory assets under management (AUM) of over $56.2 billion.

Section iconCompany Overview

Headquarters
24 East Cota Street Suite 200 Santa Barbara, California 93101 United States
NAICS Code
52 - Finance and Insurance
Founded
1988
Employees
201-500

Section iconFunding & Financials

  • $100M$250M

    Pensionmark Financial Group's revenue is estimated to be in the range of $100M$250M

Section iconFunding & Financials

  • $100M$250M

    Pensionmark Financial Group's revenue is estimated to be in the range of $100M$250M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.