Pensionmark Financial Group, LLC
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Pensionmark Financial Group, LLC - overview
Established
1988
Location
Santa Barbara, CA, US
Primary Industry
Financial Services
About
Founded in 1988 and based in California, US, Pensionmark Financial Group, LLC is a retirement plan management and consulting firm that acts as a network of retirement plan specialists. In March 2022, World Insurance Associates LLC agreed to acquire Pensionmark Financial Group, LLC. As of 2022, Troy Hammond is the CEO of the company. The company's retirement specialists include defined contribution, defined benefit, terminal funding, not-for-profit, wealth management, and executive/deferred compensation specialists.
The firm's advisory services include personalized asset allocation, savings rate recommendations, withdrawal strategies, and social security optimization.
Current Investors
World Insurance Associates, LLC
Primary Industry
Financial Services
Sub Industries
Consulting Services, Investment Banking, Accounting Services
Website
www.pensionmark.com
Company Stage
Add-on
Total Amount Raised
Subscriber access only
Pensionmark Financial Group, LLC - deals
| Deals Type | Deal Status | Target (s) | Deal Date | Investor(s) | Seller(s) | Deal size (Mn) | Enterprise value (Mn) | Post-money valuation (Mn) | EBITDA multiple (x) | Revenue multiple (x) | Lead partner (s) |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Add-on | Completed | Financial Solutions, LLC | - | ||||||||
| Add-on | Completed | TFS Wealth Management | - | ||||||||
| Add-on | Completed | Xponential Growth Solutions | - | ||||||||
| Add-on | Completed | Pensionmark Financial Group, LLC | - |
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