Pinnacle Wealth Brokers
Financial Services • 
Calgary, Alberta, Canada • 51-100 Employees
Company overview
| Headquarters | 15 Royal Vista Place NW, Calgary, Alberta T2M 0L7, CA |
| Phone number | +18664623514 |
| Website | |
| NAICS | 52 |
| SIC | 672 |
| Keywords | Private Investments, Portfolio Management, Alternative Securities, Exempt Market Dealership |
| Founded | 2009 |
| Employees | 51-100 |
| Socials |
Key Contacts at Pinnacle Wealth Brokers
Adam Hoffman
Chief Executive Officer
Cori Fitzsimonds
Director, Marketing And Automation
Pinnacle Wealth Brokers Email Formats
Pinnacle Wealth Brokers uses 5 email formats. The most common is {first initial}.{last name} (e.g., j.doe@pinnaclewealth.ca), used 78.4% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@pinnaclewealth.ca | 78.4% |
{first initial} | j@pinnaclewealth.ca | 8.1% |
{first initial}.{second initial}{last name} | j.odoe@pinnaclewealth.ca | 5.4% |
{first name}.{last name} | john.doe@pinnaclewealth.ca | 5.4% |
{first initial}.{second initial} | j.o@pinnaclewealth.ca | 2.7% |
About Pinnacle Wealth Brokers
Pinnacle Wealth, situated in Calgary, Alberta, is a rapidly expanding financial services firm. Registered as an exempt market dealer, portfolio manager, mutual fund dealer, and investment fund manager in specific Canadian jurisdictions, Pinnacle Wealth offers private investment opportunities to eligible Canadian investors and institutions facilitated through a network of registered dealing representatives. The firm provides avenues for public market access via specialized portfolio management options, specialized corporate finance, and investment fund management services to both public and private organizations throughout North America. Embracing an entrepreneurial mindset, Pinnacle Wealth has established itself as one of the largest and most rapidly growing Exempt Market Dealers in Canada. Recognized as an industry leader, the firm is acclaimed for its innovative approaches in raising capital within private markets, contributing to the expansion of both domestic and international economies.
Pinnacle Wealth Brokers revenue & valuation
| Annual revenue | $37,500,000 |
| Revenue per employee | $514,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $120,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
Pinnacle Wealth Brokers has 19 employees across 4 departments.
Departments
Number of employees
Funding Data
Pinnacle Wealth Brokers has never raised funding before.
Pinnacle Wealth Brokers Tech Stack
Discover the technologies and tools that power Pinnacle Wealth Brokers's digital infrastructure, from frameworks to analytics platforms.
JavaScript libraries
Issue trackers
Appointment scheduling
Blogs
Miscellaneous
Security
Miscellaneous
JavaScript frameworks
IaaS
CDN
Reverse proxies
United States
Serbia
United Kingdom
Germany
Frequently asked questions
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