Pensionmark Retirement Group Overview

  • Founded
  • 1988
Founded
  • Status
  • Private
  • Employees
  • 60
Employees
  • Latest Deal Type
  • Debt - PPP
  • Financing Rounds
  • 2

Pensionmark Retirement Group General Information

Description

Provider of investment consulting services to the retirement plan industry. The company provides corporate retirement and wealth management services.

Contact Information

Ownership Status
Privately Held (backing)
Financing Status
Corporate Backed or Acquired
Primary Industry
Consulting Services (B2B)
Other Industries
Other Financial Services
Primary Office
  • 24 East Cota Street
  • Santa Barbara, CA 93101
  • United States
+1 (888) 000-0000
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Pensionmark Retirement Group Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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Pensionmark Retirement Group Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last Financing Details
Provider of investment consulting services to the retirement plan industry. The company provides corporate retirement an
Consulting Services (B2B)
Santa Barbara, CA
60 As of 2015
000000000 -

00000000

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00000 000000000 00000000
Raleigh, NC
000 As of 0000
00000
000000000 00 00000

000 0000

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0000000000 00000000 (000)
El Dorado Hills, CA
000000000000
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Pensionmark Retirement Group Competitors (7)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
CAPTRUST Financial Advisors Private Equity-Backed Raleigh, NC 000 00000 000000000 00 00000
000 00000000 00000 Private Equity-Backed El Dorado Hills, CA 000000000000
000000 Corporation New York, NY 00000
00000000 00000000 Private Equity-Backed Newport Beach, CA 000 0000 000000000 0000
000 000000000 Private Equity-Backed Deerfield, IL 000000000000
You’re viewing 5 of 7 competitors. Get the full list »

Pensionmark Retirement Group Executive Team (3)

Name Title Board Seat Contact Info
Troy Hammond President and Chief Executive Officer
Laura Battle Vice President, Operations
You’re viewing 2 of 3 executive team members. Get the full list »

Pensionmark Retirement Group Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %ile
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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Pensionmark Retirement Group Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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