Total Funding
10
Total FundingVenture - Series Unknown raised
Growth Score
pts
Heat Score
-26 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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World Investment Advisors is an investment adviser that is affiliated through common ownership with Pensionmark Securities.
Acquired by 
World Insurance Associates
- Jeffrey Sheftic: Chief Growth OfficerPast Role: Osaic, Chief Operations Officer and Vice President of Broker Dealer Operations
- Kevin Ryan: CFO
About the Company
World Investment Advisors is an investment adviser that is affiliated through common ownership with Pensionmark Securities. It was nominated by industry professionals and selected based on a quantitative evaluation of service levels and feedback from plan sponsor clients.
