Pinnacle Investments Revenue
Financial Services • 
DeWitt, New York, United States • 51-100 Employees
Pinnacle Investments revenue & valuation
| Annual revenue | $12,500,000 |
| Revenue per employee | $220,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $40,000,000 |
| Total funding | No funding |
Key Contacts at Pinnacle Investments
Benjamin Quilty
Chief Executive Officer
Tim Epperson
Owner
Ranjodh Singh
Chief Executive Officer
Wendy Tunison
Ceo
Evelyn And Sylvia Stewart
Ceo
Company overview
| Headquarters | 5845 Widewaters Parkway, Suite 300, East Syracuse, NY 13057, US |
| Phone number | +13152511101 |
| Websites | |
| NAICS | 52 |
| SIC | 551 |
| Keywords | Wealth Transfer Planning, Asset Management, Retirement Planning, Estate And Trust Planning, Financial Planning, College Tuition Planning |
| Founded | 1994 |
| Employees | 51-100 |
| Socials |
Pinnacle Investments Email Formats
Pinnacle Investments uses 4 email formats. The most common is {first initial}{last name} (e.g., jdoe@pinnacleinvestments.com), used 54.5% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@pinnacleinvestments.com | 54.5% |
{f2}{last name} | {f2}doe@pinnacleinvestments.com | 18.2% |
{first initial}.{last name} | j.doe@pinnacleinvestments.com | 18.2% |
{last name}{last name} | doedoe@pinnacleinvestments.com | 9.1% |
About Pinnacle Investments
Pinnacle Investments is a boutique firm established in 1995 by Gregg Kidd and Dan Raite. Together they have over 50 years of experience in the brokerage industry having spent 10 years together as producers at a wirehouse before launching Pinnacle Investments. From very humble beginnings the firm’s assets have grown to over $1.4 billion. As an independent firm, Pinnacle offers an open architecture platform and state-of-the-art technology through its relationship with First Clearing, a Wells Fargo Company. We’ve grown to become one of the largest independent full-service investment firms in Central New York. Pinnacle’s success is attributable to its ability to provide a personalized approach to investment management and client service while offering the same investment products and protections available at larger financial institutions. Our wide array of services includes financial planning, asset management, traditional brokerage, and employer-sponsored retirement plans.
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
Pinnacle Investments has 26 employees across 5 departments.
Departments
Number of employees
Funding Data
Pinnacle Investments has never raised funding before.
Pinnacle Investments Tech Stack
Discover the technologies and tools that power Pinnacle Investments's digital infrastructure, from frameworks to analytics platforms.
Security
Form builders
Performance
JavaScript libraries
JavaScript libraries
Advertising
JavaScript libraries
Programming languages
JavaScript libraries
Appointment scheduling
Blogs
Analytics
Australia
Russian Federation
Frequently asked questions
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