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World Investment Advisors (formerly Pensionmark)

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uuid02ie7zs

Namestring
World Investment Advisors (formerly Pensionmark)
Legal namestring
World Investment Advisors, LLC
Websiteurl
worldadvisors.com
Company typeenum
Private
Founded yearint
1988
Descriptiontext

World Investment Advisors (formerly Pensionmark) is a privately held US wealth management and retirement advisory firm headquartered in Lincroft, New Jersey. The company operates through two affiliated legal entities: World Investment Advisors, LLC, an SEC-registered investment adviser (Registration No. 208-512), and World Investments, LLC, a registered broker-dealer and member of FINRA/SIPC. As of 12/31/2025, the firm's network of affiliated advisors and firms collectively supports over $73.7 billion in assets, including regulatory assets under management (AUM) exceeding $33.1 billion, delivered through a multi-segment distribution model spanning individuals/families, employers, retirement plan participants, and independent financial advisors seeking practice enhancement.

Short descriptiontext

World Investment Advisors is a privately held US wealth management and retirement advisory firm operating an affiliated advisor network, serving individuals, families, employers, employees, and financial advisors with $33.1B+ in regulatory AUM.

Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
101–250
akta.pro rankint
HeadquartersLincroft, United States
HQ citystring
Lincroft
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Offices1 record

Each record includes

City, Country, Type, Description, Source

Keyword5 values
wealth management services, retirement plan consulting, investment management, financial advisory services, financial wellness platform
Industry3 codes
1Employer Retirement Plan Advisory (401(k)/Pension)
CodeFSAEABAEPrimaryYes
2Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions)
CodeFSAAACAGPrimaryNo
3Advisory Portfolio Management (Non-Discretionary)
CodeFSAAABADPrimaryNo
NAICS code3 codes
  • Portfolio Management and Investment Advice523940
  • Portfolio Management and Investment Advice52394
  • Securities, Commodity Contracts, and Other Financial Investments and Related Activities523
SIC code2 codes
  • Investment Advice6282
  • Security Brokers, Dealers & Flotation Companies6211
Product category
Wealth Management and Retirement Plan Advisory
GTM motion1 record

Each record includes

Type, Description, Source

Revenue model1 record
1Investment Management & Advisory Fees
TypeSubscription Recurring
Description

The firm provides investment management and advisory services, with regulatory AUM of over $33.1 billion as of 12/31/2025. Revenue is derived from advisory fees, likely a combination of AUM-based fees and wrap fee arrangements as indicated by ADV documents.

worldadvisors.com
Marketing channels7 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels4 records

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components5 values
Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Pricing details1 tier
1Wrap Fee Programs — advisory services bundled with investment management
ModelSubscriptionBilling cadenceAnnual
Notes

ADV Part 2A Wrap Fee Brochure available at worldadvisors.com/hubfs/Pensionmark%20Website%20Documents/ADV%20Part%202A%20-%20Wrap%20Fee.pdf. World Advisory Wrap Fee Brochure available at worldadvisors.com/hubfs/WIA%20Website%20Compliance%20Documents/ADV%20Part%202A%20-%20World%20Advisory%20Wrap%20Fee.pdf. Wealth and Retirement ADV Part 2A also available.

worldadvisors.com
GTM typeB2B and B2C
B2B and B2C
Offering typeServices
Services
Core offering1 text field

World Investment Advisors operates a network of affiliated financial advisors delivering wealth management and retirement plan advisory services. The firm offers investment management, retirement plan consulting for employers, financial wellness tools (SMARTMap) for plan participants, and practice enhancement support for financial advisors. Advisory services are provided through World Investment Advisors, LLC and securities through affiliated World Investments, LLC (Member FINRA/SIPC), collectively supporting over $73.7 billion in assets including $33.1 billion in regulatory AUM.

Differentiator
Functional benefit
Problem solved
Quantifiable outcome1 of 2 values shown
  • Over $73.7 billion in assets supported across the advisor network as of 12/31/2025
+1 more record
Product overview1 text field

World Investment Advisors (formerly Pensionmark) operates as a wealth management and retirement planning network offering a suite of integrated services. The core offerings include SMARTMap Financial Wellness for employee financial wellness, comprehensive wealth management for individuals (covering wealth growth, preservation, and legacy building), retirement plan consulting for employers, and advisor practice enhancement services. The company also provides investment management and market insights content through publications like the Weekly Market Update. The network collectively supports over $73.7 billion in assets across investment management and retirement plan consulting channels.

Product and service5 records
1SMARTMap Financial Wellness
CategoryFinancial Wellness Platform
Description

A digital financial wellness platform designed for employees and retirement plan participants to help them manage retirement planning and overall financial health, providing tools and resources for retirement plan participants.

2Wealth Management Services
CategoryWealth Management
Description

Comprehensive wealth management services for individuals and families, including wealth growth strategies, wealth preservation, and legacy planning, delivered through dedicated advisors.

3Retirement Plan Consulting
CategoryRetirement Plan Consulting
Description

Employer-focused retirement plan management services including plan design, administration support, and employee retirement plan assistance for businesses and non-profits sponsoring 401(k) and other employer-sponsored plans.

4Advisor Practice Enhancement
CategoryAdvisor Network Services
Description

Support and resources for financial advisors looking to enhance their practice, including access to the World Investment Advisors network, tools, and resources.

5Investment Management
CategoryInvestment Management
Description

Investment management services provided through the World Investment Advisors network, supporting regulatory assets under management (AUM) of over $33.1 billion as of 12/31/2025.

Scale indicator2 records

Each record includes

Type, Value, Description, Source

Recent move6 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight4 records

Each record includes

Type, Description

Market position
Competitive moat4 records

Each record includes

Type, Details

Key risks6 records

Each record includes

Headline, Details, Source

Key highlights6 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Named customers4 records

Each record includes

Name, Industry, Type, Use case, Source, UUID

Segment4 records

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile4 records

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

Integration4 records

Each record includes

Title, Type, Description, Source

AI maturity
App detail

Has app

Feature3 records

Each record includes

Title, Differentiator, Description, Source

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles2 records

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

Subsidiaries2 records

Each record includes

Name, Acquired on, Relationship type, Type, Business focus

Compliance7 records

Each record includes

Name, Class, Description

Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

World Investment Advisors (formerly Pensionmark)

Wealth Management and Retirement Plan Advisoryworldadvisors.com

World Investment Advisors is a privately held US wealth management and retirement advisory firm operating an affiliated advisor network, serving individuals, families, employers, employees, and financial advisors with $33.1B+ in regulatory AUM.

What World Investment Advisors (formerly Pensionmark) does

World Investment Advisors (formerly Pensionmark) is a privately held US wealth management and retirement advisory firm headquartered in Lincroft, New Jersey. The company operates through two affiliated legal entities: World Investment Advisors, LLC, an SEC-registered investment adviser (Registration No. 208-512), and World Investments, LLC, a registered broker-dealer and member of FINRA/SIPC. As of 12/31/2025, the firm's network of affiliated advisors and firms collectively supports over $73.7 billion in assets, including regulatory assets under management (AUM) exceeding $33.1 billion, delivered through a multi-segment distribution model spanning individuals/families, employers, retirement plan participants, and independent financial advisors seeking practice enhancement.

World Investment Advisors (formerly Pensionmark) firmographics

Firmographics
Name
World Investment Advisors (formerly Pensionmark)
Legal name
World Investment Advisors, LLC
Website
https://worldadvisors.com
Company type
Private
Founded year
1988
Operating status
Operating
Headcount range
101–250 employees
Short description
World Investment Advisors is a privately held US wealth management and retirement advisory firm operating an affiliated advisor network, serving individuals, families, employers, employees, and financial advisors with $33.1B+ in regulatory AUM.
Ownership category
akta.pro rank

World Investment Advisors (formerly Pensionmark) industry classification

Industry
Product category
Wealth Management and Retirement Plan Advisory
NAICS
Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)
SIC
Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)
akta.pro primary industry
Employer Retirement Plan Advisory (401(k)/Pension) (FSAEABAE)
akta.pro secondary industries
Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG), Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

Keywords

  • Wealth management services
  • Retirement plan consulting
  • Investment management
  • Financial advisory services
  • Financial wellness platform

Where World Investment Advisors (formerly Pensionmark) is headquartered

Location

Headquarters

HQ city
Lincroft
HQ country
United States
HQ region
North America

Offices1 record

Markets served

World Investment Advisors (formerly Pensionmark) business model

Business model
GTM type
B2B and B2C
Offering type
Services
Cost components
Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

  1. Investment Management & Advisory Fees: The firm provides investment management and advisory services, with regulatory AUM of over $33.1 billion as of 12/31/2025. Revenue is derived from advisory fees, likely a combination of AUM-based fees and wrap fee arrangements as indicated by ADV documents.

Pricing tiers

ModelBillingPrice
SubscriptionAnnualWrap Fee Programs — advisory services bundled with investment management

Go-to-market motion1 record

Distribution channels4 records

Marketing channels7 records

World Investment Advisors (formerly Pensionmark) product offering

Product offering

Core offering

World Investment Advisors operates a network of affiliated financial advisors delivering wealth management and retirement plan advisory services. The firm offers investment management, retirement plan consulting for employers, financial wellness tools (SMARTMap) for plan participants, and practice enhancement support for financial advisors. Advisory services are provided through World Investment Advisors, LLC and securities through affiliated World Investments, LLC (Member FINRA/SIPC), collectively supporting over $73.7 billion in assets including $33.1 billion in regulatory AUM.

Product overview

World Investment Advisors (formerly Pensionmark) operates as a wealth management and retirement planning network offering a suite of integrated services. The core offerings include SMARTMap Financial Wellness for employee financial wellness, comprehensive wealth management for individuals (covering wealth growth, preservation, and legacy building), retirement plan consulting for employers, and advisor practice enhancement services. The company also provides investment management and market insights content through publications like the Weekly Market Update. The network collectively supports over $73.7 billion in assets across investment management and retirement plan consulting channels.

Differentiator

Problem solved

Functional benefit

Products and services

  • SMARTMap Financial Wellness A digital financial wellness platform designed for employees and retirement plan participants to help them manage retirement planning and overall financial health, providing tools and resources for retirement plan participants.
  • Wealth Management Services Comprehensive wealth management services for individuals and families, including wealth growth strategies, wealth preservation, and legacy planning, delivered through dedicated advisors.
  • Retirement Plan Consulting Employer-focused retirement plan management services including plan design, administration support, and employee retirement plan assistance for businesses and non-profits sponsoring 401(k) and other employer-sponsored plans.
  • Advisor Practice Enhancement Support and resources for financial advisors looking to enhance their practice, including access to the World Investment Advisors network, tools, and resources.
  • Investment Management Investment management services provided through the World Investment Advisors network, supporting regulatory assets under management (AUM) of over $33.1 billion as of 12/31/2025.

Quantifiable outcome

  • Over $73.7 billion in assets supported across the advisor network as of 12/31/2025
  • +1 more outcomes

Companies that use World Investment Advisors (formerly Pensionmark)

Customer profile

Named customers4 records

Segments4 records

Ideal customer profiles4 records

World Investment Advisors (formerly Pensionmark) technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Integration4 records

Feature3 records

World Investment Advisors (formerly Pensionmark) partnerships and signals

Strategic signal

Scale indicators2 records

Recent moves6 records

Expansion highlights4 records

World Investment Advisors (formerly Pensionmark) competitors and assessment

Company assessment

Market position

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

World Investment Advisors (formerly Pensionmark) social profiles

Digital presence

World Investment Advisors (formerly Pensionmark) compliance and trust

Trust signal

Compliance7 records

World Investment Advisors (formerly Pensionmark) financial estimates

Financial estimate

Revenue estimate

Valuation estimate

World Investment Advisors (formerly Pensionmark) leadership team

Management profile

Number of profiles

Profiles2 records

World Investment Advisors (formerly Pensionmark) subsidiaries and ownership

Company hierarchy

Subsidiaries2 records

World Investment Advisors (formerly Pensionmark) funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

World Investment Advisors (formerly Pensionmark) M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about World Investment Advisors (formerly Pensionmark)

What does World Investment Advisors (formerly Pensionmark) do?

World Investment Advisors operates a network of affiliated financial advisors delivering wealth management and retirement plan advisory services. The firm offers investment management, retirement plan consulting for employers, financial wellness tools (SMARTMap) for plan participants, and practice enhancement support for financial advisors. Advisory services are provided through World Investment Advisors, LLC and securities through affiliated World Investments, LLC (Member FINRA/SIPC), collectively supporting over $73.7 billion in assets including $33.1 billion in regulatory AUM.

Is World Investment Advisors (formerly Pensionmark) a public or private company?

World Investment Advisors (formerly Pensionmark) is a private company. It is classified as unknown and is currently operating.

When was World Investment Advisors (formerly Pensionmark) founded?

World Investment Advisors (formerly Pensionmark) was founded in 1988. It employs 101 to 250 people.

Where is World Investment Advisors (formerly Pensionmark) based?

World Investment Advisors (formerly Pensionmark) is headquartered in Lincroft, United States, in the North America region.

How does World Investment Advisors (formerly Pensionmark) make money?

One revenue line is on record: investment Management & Advisory Fees.

Does World Investment Advisors (formerly Pensionmark) have an API?

No public API is recorded for World Investment Advisors (formerly Pensionmark).

What industry is World Investment Advisors (formerly Pensionmark) in?

World Investment Advisors (formerly Pensionmark)'s product category is Wealth Management and Retirement Plan Advisory. Its primary akta.pro industry code is FSAEABAE, Employer Retirement Plan Advisory (401(k)/Pension), with a secondary code of FSAAACAG, Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions). Its NAICS code is 523940 and its SIC code is 6282.

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Live signals
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