Pension Partners
- Company typePrivate
- Founded1999
- HeadquartersNew York, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
Pension Partners firmographics
Firmographics- Name
- Pension Partners
- Legal name
- Not determinable - the provided source indicates pensionpartners.com is a parked domain with no active company operations or legal entity information disclosed.
- Website
- https://pensionpartners.com
- Company type
- Private
- Founded year
- 1999
- Operating status
- Closed
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
Pension Partners industry classification
Industry- Product category
- Investment Advisory
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro industry
- Retirement & Pension Planning (401(k)/IRA)Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Investment Advisory & Financial PlanningEmployer Retirement Plan Advisory (401(k)/Pension)Retirement Plan Participant Advice & Managed Accounts
Keywords
Where Pension Partners is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Markets served
Pension Partners business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Others
Pension Partners product offering
Product offeringCore offering
Pension Partners, LLC is an investment advisor that manages mutual funds and separate accounts for clients. The firm provides investment advisory and portfolio management services from its New York base, with a long-standing operating history dating to 1999. Its website (pensionpartners.com) is currently parked with GoDaddy, so no active digital product surface is associated with the firm at present.
Product overview
No active product or service information available. The pensionpartners.com domain is parked with GoDaddy and does not host an operational company website. The only content associated with this domain is a third-party retirement planning guide published by SearchHounds.
Differentiator
Problem solved
Functional benefit
Products and services
- Mutual Fund Management Investment advisory management of mutual funds for clients, delivered by Pension Partners, LLC as a registered investment advisor.
- Separate Account Management Discretionary management of separate (individually owned) investment accounts for clients, provided by Pension Partners, LLC.
Companies that use Pension Partners
Customer profileSegments1 record
Ideal customer profiles1 record
Pension Partners technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Pension Partners partnerships and signals
Strategic signalRecent moves2 records
Pension Partners competitors and assessment
Company assessmentEmerging players
- Betterment: Robo-advisor with strong retirement-account focus (IRAs, 401(k) rollovers). Comparable as an emerging competitor applying technology and low fees to the same retirement advisory use cases.
- Wealthsimple: Digital-first investment advisor offering managed portfolios and retirement accounts for individuals. Comparable as an emerging low-fee competitor targeting the same retirement-planning customer base.
- WisdomTree Investments: ETF and model-portfolio sponsor offering retirement-themed strategies and managed portfolios. Comparable as a product-led competitor in the retirement advisory distribution channel.
Broad incumbents
- Commonwealth Financial Network: Large independent RIA and broker-dealer supporting advisors who serve retirement-plan participants and individual investors. Comparable as a competitor for retirement advisory wallet share.
- Personal Capital (now Empower Personal Dashboard): Hybrid digital advisory platform serving individuals and retirement savers with managed portfolios. Comparable as a broader incumbent in the retirement advisory space.
- Fisher Investments: Large private investment advisor serving pension, retirement, and institutional clients with managed portfolios. A broader incumbent operating in the same retirement advisory category but at materially greater scale than Pension Partners.
- Charles Schwab Investment Management: Large mutual-fund and managed-account franchise with significant retirement-plan presence. Comparable as a scaled incumbent competing on retirement advisory and mutual fund products.
- T. Rowe Price Retirement Funds: Large asset manager with a flagship retirement-date and target-risk fund franchise. Comparable as a mutual-fund-led incumbent competing for the same retirement AUM.
- Vanguard Personal Advisor Services: Low-fee advisory offering from Vanguard combining digital tools with human advisors, targeting retirement investors and pension participants. Comparable as a scaled incumbent in retirement advisory.
Direct peers
- Compound Advisors: Research-led investment advisor founded and led by Charlie Bilello, who is Pension Partners' Director of Research. Direct peer in audience, philosophy, and product set; the two firms have overlapping leadership and a documented history of collaboration.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat2 records
Key risks5 records
Key highlights4 records
Customer concentration
Pension Partners social profiles
Digital presencePension Partners financial estimates
Financial estimateRevenue estimate
Valuation estimate
Pension Partners leadership team
Management profileNumber of profiles
Profiles2 records
Pension Partners funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Pension Partners M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Pension Partners
What does Pension Partners do?
Pension Partners, LLC is an investment advisor that manages mutual funds and separate accounts for clients. The firm provides investment advisory and portfolio management services from its New York base, with a long-standing operating history dating to 1999. Its website (pensionpartners.com) is currently parked with GoDaddy, so no active digital product surface is associated with the firm at present.
When was Pension Partners founded?
Pension Partners was founded in 1999. It employs 1 to 10 people.
Where is Pension Partners based?
Pension Partners is headquartered in New York, United States, in the North America region.
Who are Pension Partners's main competitors?
Emerging players on record are Betterment, Wealthsimple and WisdomTree Investments. Broad incumbents are Commonwealth Financial Network, Personal Capital (now Empower Personal Dashboard), Fisher Investments, Charles Schwab Investment Management, T. Rowe Price Retirement Funds and Vanguard Personal Advisor Services. Compound Advisors is listed as a direct peer.
Does Pension Partners have an API?
No public API is recorded for Pension Partners.
What industry is Pension Partners in?
Pension Partners's product category is Investment Advisory. Its primary akta.pro industry code is FSAEAAAD, Retirement & Pension Planning (401(k)/IRA), with a secondary code of FSAEABAE, Employer Retirement Plan Advisory (401(k)/Pension). Its NAICS code is 523940 and its SIC code is 6282.