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World Investment Advisors (formerly Pensionmark)

World Investment Advisors (formerly Pensionmark) Email Formats

Financial ServicesSanta Barbara, California, United States201-500 Employees

World Investment Advisors (formerly Pensionmark) Email Formats

World Investment Advisors (formerly Pensionmark) uses 5 email formats. The most common is {first initial}.{last name} (e.g., j.doe@pensionmark.com), used 42.4% of the time.

FormatExamplePercentage
{first initial}.{last name}
j.doe@pensionmark.com
42.4%
{first name}.{last name}
john.doe@worldadvisors.com
28%
{first initial}.{last name}
j.doe@worldadvisors.com
15.2%
{first initial}{last name}
jdoe@pensionmark.com
5.6%
{last name}{last name}
doedoe@pensionmark.com
1.6%

Company overview

Headquarters24 E. Cota Street Ste. 200, Santa Barbara, CA 93101, US
Phone number+18882015488
Websites
NAICS52
Keywords
Wealth Management, Retirement Planning, Financial Planning, Not-For-Profit, Defined Benefit Pension, Executive Deferred Compensation, 401(K) Profit Sharing
Founded1988
Employees201-500
Socials

About World Investment Advisors (formerly Pensionmark)

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.

Employees by Management Level

Total employees: 201-500

Seniority

Employees

Entry
C-Suite
Director

Employees by Department

World Investment Advisors (formerly Pensionmark) has 105 employees across 10 departments.

Departments

Number of employees

Funding Data

Explore World Investment Advisors (formerly Pensionmark)'s funding history, including investment rounds, total capital raised, and key backers.

Funding Date
Round
Amount
Link to Article
2015-06-261$1,700,000

Funding Insights

$1,700,000

Total funding amount

$1,700,000

Most recent funding amount

1

Number of funding rounds

World Investment Advisors (formerly Pensionmark) Tech Stack

Discover the technologies and tools that power World Investment Advisors (formerly Pensionmark)'s digital infrastructure, from frameworks to analytics platforms.

Cloudflare Bot Management

Cloudflare Bot Management

Security

HubSpot CMS Hub

HubSpot CMS Hub

CMS

Vimeo

Vimeo

Video players

Goober

Goober

JavaScript libraries

Envoy

Envoy

Reverse proxies

Microsoft 365

Microsoft 365

Email

Cloudflare

Cloudflare

CDN

Twitter Ads

Twitter Ads

Advertising

Yext

Yext

Miscellaneous

Algolia

Algolia

Search engines

jQuery

jQuery

JavaScript libraries

HubSpot Analytics

HubSpot Analytics

Analytics

Frequently asked questions

World Investment Advisors (formerly Pensionmark) is located in Santa Barbara, California, US.
You can reach World Investment Advisors (formerly Pensionmark) at +18882015488.
World Investment Advisors (formerly Pensionmark) was founded in 1988, making it 38 years old. The company has established itself as a significant player in its industry over this time.
World Investment Advisors (formerly Pensionmark) has approximately 201-500 employees. The company continues to grow its workforce to support its business operations and expansion.
World Investment Advisors (formerly Pensionmark) has raised a total of $1,700,000 across 1 funding rounds. This investment has helped the company grow and expand its operations.

Key Contact at World Investment Advisors (formerly Pensionmark)

Troy Hammond

Chief Executive Officer

4.8

40,000 users

top 50
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tier 1 accuracy

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