Pensionmark Financial Group Revenue and Competitors

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Pensionmark Financial Group's estimated annual revenue is currently $43.2M per year.(i)
  • Pensionmark Financial Group's estimated revenue per employee is $231,000

Employee Data

  • Pensionmark Financial Group has 187 Employees.(i)
  • Pensionmark Financial Group grew their employee count by 9% last year.
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$7.2M430%N/AN/A
#2
$41.8M18119%N/AN/A
#3
$28.6M13632%N/AN/A
#4
$6.2M3719%N/AN/A
#5
$22.5M10718%N/AN/A
#6
$36M1568%N/AN/A
#7
$299.3M101837%N/AN/A
#8
$2M16-38%N/AN/A
#9
$4.3M29-6%N/AN/A
#10
$16.6M79N/AN/AN/A
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Pensionmark Financial Group was founded in 1988 as a consulting firm dedicated to the retirement plan industry. Pensionmark now has over 2,000 corporate retirement plans under advisement. With 250 advisors and staff throughout the United States, we have assembled committed and experienced professionals with one guiding purpose in mind: to help Plan Sponsors and Individual Investors meet and exceed their retirement plan needs and obligations. Pensionmark was named as the Inaugural PLANSPONSOR Retirement Plan Advisor Team of the Year by PLANADVISER Magazine (1), and listed 5 times on Inc. Manazine's Inc 500|5000 lists of fastest-growing private companies in America (2012, 2013, 2014, 2016, 2018) (2). (1) September/October 2013. Nominated by industry professionals and selected by PLANADVISER committee and based on a qualitative evaluation of service levels (2) Ranked according to percentage three-year revenue growth. Companies must have been founded and be generating revenue of $100,000 3 years prior to the awarding year, be U.S.-based, privately held, for profit, and independent as of Dec. 31 of the year prior to the awarding year. Pensionmark Financial Group, LLC (Pensionmark) is an investment adviser registered under the Investment Advisers Act of 1940. Pensionmark is affiliated through common ownership with Pensionmark Securities, LLC (member SIPC).

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Total Funding

187

Number of Employees

$43.2M

Revenue (est)

9%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Pensionmark Financial Group News

2022-04-06 - Pensionmark, Blantons bring family culture to fiduciary ...

Pensionmark Financial Group, LLC (“Pensionmark”) is an investment adviser registered under the Investment Advisers Act of 1940.

2022-03-22 - eMoney Advisor Rolls Out White Labeling for Its Financial ...

"This will enhance their client relationships and reputation to help improve client retention and growth." Pensionmark Financial Group is one of...

2022-03-22 - WORLD INSURANCE ASSOCIATES ACQUIRES ...

The transaction includes Pensionmark's Advisor Support Platform, the Pensionmark Financial Group registered investment advisor and the...

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$53.1M19024%N/A
#2
$60.3M2035%N/A
#3
$51.5M2053%N/A
#4
$67.9M21358%N/A
#5
$92.2M229-3%$321.5M