Pinnacle Wealth Management
Financial Services • 
London, England, United Kingdom • 101-200 Employees
Company overview
| Headquarters | 4th Floor, 40 Bank Street, London, E14 5NR, GB |
| Phone number | +442080420701 |
| Website | |
| NAICS | 52 |
| SIC | 641 |
| Founded | 2013 |
| Employees | 101-200 |
| Socials |
Key Contacts at Pinnacle Wealth Management
Samantha Shand
Director Of Operations & Projects
Alex Huang
Director
Leland Honeyman
Founder
Sam Fitzgibbon
Managing Director
Brittany Valentine
Marketing Director
Elizabeth Ann Cantara
Director Of Operations - Rtrp Income Tax Preparer
Bob Nast
Owner
Jeff Darwish
Owner
Pinnacle Wealth Management Email Formats
Pinnacle Wealth Management uses 3 email formats. The most common is {first initial}.{last name} (e.g., j.doe@pinnaclewealth.co.uk), used 63.9% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@pinnaclewealth.co.uk | 63.9% |
{first name}.{last name} | john.doe@pinnaclewealth.co.uk | 34.7% |
{first initial}.{second initial}{last name} | j.odoe@pinnaclewealth.co.uk | 1.4% |
About Pinnacle Wealth Management
We are here to bring focus back to what truly matters, and redefine the meaning of wealth. Traditionally, society has measured wealth purely in terms of accumulation, money in the bank and assets in the portfolio – without stopping to ask why. The world has changed. Many people are reflecting on their lives and realising that their true wealth lies not in their financial assets, but in their family, lifestyle, and legacy. Our purpose is to help people redefine wealth on their own terms. We are a team of expert financial advisers passionate about helping people achieve their lifelong ambitions and offer a path to long term freedom and peace of mind. What if you could achieve a life of freedom and fulfilment, and leave a lasting legacy created on your terms? Pinnacle Wealth Management LLP is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website www.sjp.co.uk/products. SJP Approved 06/02/2025
Pinnacle Wealth Management revenue & valuation
| Annual revenue | $20,000,000 |
| Revenue per employee | $166,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $64,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 101-200
Seniority
Employees
Employees by Department
Pinnacle Wealth Management has 56 employees across 8 departments.
Departments
Number of employees
Funding Data
Pinnacle Wealth Management has never raised funding before.
Pinnacle Wealth Management Tech Stack
Discover the technologies and tools that power Pinnacle Wealth Management's digital infrastructure, from frameworks to analytics platforms.
Performance
Video players
JavaScript libraries
Analytics
JavaScript libraries
Analytics
Maps
JavaScript libraries
JavaScript libraries
Web servers
Font scripts
Senegal
Australia
Frequently asked questions
4.8
40,000 users
