Where is PWSG located?

PWSG is headquartered in Santa Barbara, United States.

How many employees does PWSG have?

As of Jul 31, 2026, the latest employee count at PWSG is 2.

Where does PWSG rank among its competitors?

PWSG ranks 1490th amongst 10877 active competitors, of which 289 are funded. It stands 11th in terms of total funding among its competitors. The most recent competitor to raise funding was Goldman Sachs, which secured $1M in Aug, 2026.

Who are the top competitors of PWSG?

PWSG's top competitors include Fidelity Investments, FIS and S&P Global. Among them, Goldman Sachs secured the most recent funding round in August, 2026.

PWSG - 2026 Company Profile, Team & Competitors

PWSG is an unfunded company based in Santa Barbara (United States), founded in 2007 by Erin J Neil. It operates as a Wealth management company serving high net-worth families with retirement planning and financial advisory services. PWSG has not raised any funding yet. The company has 10877 active competitors, including 289 funded and 1013 that have exited. Its top competitors include companies like Fidelity Investments, FIS and S&P Global.

Company Details

Pacific Wealth Strategies Group (PWSG) is a wealth management company based in Santa Barbara, CA. They provide retirement plan design and financial planning services to high net-worth families. PWSG operates as a Registered Investment Advisor (RIA) and follows the highest fiduciary standards.

Website: pwsg.net
Social
Phone Number: +1 **********

Key Metrics

Founded Year

2007

Location

Santa Barbara, United States

Stage

Unfunded

Ranked

1490^th among 10877 active competitors

Employee Count

2 as on Jul 31, 2026

Similar Companies

Fidelity Investments & 33694 more

View PWSG's full profile

PWSG has not raised any funding rounds yet.

The founders of PWSG is Erin J Neil.

Here are the details of PWSG's key team members:

Erin J Neil: Founder of PWSG.
Contact Info: 1 email address

View details of PWSG's Founder profiles and Board Members

PWSG's employee count trend

PWSG has 2 employees as of Jul 26. Here is PWSG's employee count trend over the years:

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Top competitors of PWSG include Fidelity Investments, FIS and S&P Global. Here is the list of Top 10 competitors of PWSG, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Fidelity Investments 1946, Boston (United States), Series F	Provider of brokerage accounts, retirement planning, wealth management, and trading platforms	$4.71B	World Capital Holdings Group, Burman Family ... & 5 others	81/100
2nd	FIS 1968, Jacksonville (United States), Acquired	Provider of software suite for banks and financial institutions	-	HP, Actua & 10 others	80/100
3rd	S&P Global 1917, New York City (United States), Public	Provider of essential intelligence and market analysis for global finance	-	Constellation Ventures, Temasek & 5 others	79/100
4th	Investec 1974, London (United Kingdom), Acquired	Specialist bank and wealth manager serving private and institutional clients	-	RBS International, Swedfund & 1 others	79/100
5th	Goldman Sachs 1869, New York City (United States), Public	Provider of investment banking asset management and financial advisory services	-	Berkshire Hathaway, Bondeinvest.com & 4 others	77/100
6th	Morgan Stanley 1935, New York City (United States), Public	Provider of wealth management, investment banking, sales, trading, and research services	-	Sagard, IFC Asset Management Company & 3 others	75/100
7th	Blackstone 1985, New York City (United States), Public	Diversified investment management firm	-	First Generation Capital, Stroud Companies ... & 2 others	72/100
8th	Vanguard 1976, Malvern (United States), Series B	Diversified investment management firm	$31.7M	Raymond James, World Capital Holdings Group ... & 5 others	71/100
9th	TPG 1992, Fort Worth (United States), Public	Operator of investment platforms across multiple asset classes and strategies	-	-	71/100
10th	Affiliated Managers Group 1993, West Palm Beach (United States), Public	Provider of asset management services	-	TA Associates, Mount Lucas Management	71/100
1490th	PWSG 2007, Santa Barbara (United States), Unfunded	Wealth management company serving high net-worth families with retirement planning and financial advisory services	-	-	36/100