Pinnacle Financial Group
Pinnacle Financial Group is a privately held insurance and financial consultancy firm founded in 1973 and headquartered in Southborough, Massachusetts, employing 11-50 staff to deliver advisory services to its clients.
- Company typePrivate
- Founded1973
- HeadquartersSouthborough, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
Pinnacle Financial Group firmographics
Firmographics- Name
- Pinnacle Financial Group
- Website
- https://pinnaclefinancialconsultants.com
- Company type
- Private
- Founded year
- 1973
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Pinnacle Financial Group is a privately held insurance and financial consultancy firm founded in 1973 and headquartered in Southborough, Massachusetts, employing 11-50 staff to deliver advisory services to its clients.
- Ownership category
- akta.pro rank
Pinnacle Financial Group industry classification
Industry- Product category
- Financial Advisory Services
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Corporate Finance & Capital Advisory (BPAHADAB)
Keywords
Where Pinnacle Financial Group is headquartered
LocationHeadquarters
- HQ city
- Southborough
- HQ country
- United States
- HQ region
- North America
Markets served
Pinnacle Financial Group business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations
Pinnacle Financial Group product offering
Product offeringCore offering
Pinnacle Financial Group is an insurance company providing financial consultancy services. The firm is based in Southborough, United States, was founded in 1973, and operates with a small team of 11-50 employees delivering advisory offerings to clients.
Differentiator
Problem solved
Functional benefit
Companies that use Pinnacle Financial Group
Customer profileIdeal customer profiles1 record
Pinnacle Financial Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Pinnacle Financial Group competitors and assessment
Company assessmentBroad incumbents
- MassMutual: Massachusetts-based mutual life insurer offering life insurance, retirement, and investment advisory through its network. Comparable as a regional insurance-and-advisory incumbent anchored in the same Massachusetts geography as Pinnacle.
- Raymond James Financial: A large, diversified financial services firm offering wealth management, investment advisory, and insurance products through an advisor-led model. Comparable to Pinnacle as an incumbent delivering insurance plus financial consultancy, but at much greater scale and national reach.
- Edward Jones: A large national financial advisory franchise offering investment, insurance, and planning services through local offices. Comparable at a smaller scale to what Pinnacle offers as a full-service boutique combining insurance and financial consultancy.
- Northwestern Mutual: A major mutual insurer and wealth manager combining life insurance with financial planning via a captive advisor force. Comparable to Pinnacle in combining insurance distribution with personalized financial consulting through advisor-led delivery.
- New York Life: A mutual insurer offering life insurance, retirement income, and wealth advisory through a captive agent/advisor network. Comparable in combining insurance distribution with financial planning services through advisor-led relationships.
Direct peers
- LPL Financial: The largest U.S. independent broker-dealer providing advisory, brokerage, and infrastructure services to thousands of financial advisors. A direct comparable as the platform layer for boutique advisory practices like Pinnacle delivering both insurance and wealth advisory services.
- Commonwealth Financial Network: An independent broker-dealer supporting financial advisors with practice management, products, and compliance services. Comparable to Pinnacle as a peer platform backing advisor-led insurance and financial consultancy practices in the U.S.
- Cetera Financial Group: A network of independent financial advisors offering wealth management, insurance, and advisory support through affiliated firms. Highly comparable to Pinnacle's model of an independent advisory practice offering combined insurance and financial consultancy.
- Cambridge Investment Research: An independent broker-dealer and RIA custodian supporting thousands of independent financial advisors with practice services, products, and back-office infrastructure. A direct peer to Pinnacle as a partner platform serving boutique advisory practices combining insurance and investment advice.
Market position
Customer concentration
Pinnacle Financial Group social profiles
Digital presencePinnacle Financial Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
Pinnacle Financial Group leadership team
Management profileNumber of profiles
Pinnacle Financial Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Pinnacle Financial Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Pinnacle Financial Group
What does Pinnacle Financial Group do?
Pinnacle Financial Group is an insurance company providing financial consultancy services. The firm is based in Southborough, United States, was founded in 1973, and operates with a small team of 11-50 employees delivering advisory offerings to clients.
Is Pinnacle Financial Group a public or private company?
Pinnacle Financial Group is a private company. It is classified as unknown and is currently operating.
When was Pinnacle Financial Group founded?
Pinnacle Financial Group was founded in 1973. It employs 11 to 50 people.
Where is Pinnacle Financial Group based?
Pinnacle Financial Group is headquartered in Southborough, United States, in the North America region.
Who are Pinnacle Financial Group's main competitors?
Broad incumbents on record are MassMutual, Raymond James Financial, Edward Jones, Northwestern Mutual and New York Life. Direct peers are LPL Financial, Commonwealth Financial Network, Cetera Financial Group and Cambridge Investment Research.
Does Pinnacle Financial Group have an API?
No public API is recorded for Pinnacle Financial Group.
What industry is Pinnacle Financial Group in?
Pinnacle Financial Group's product category is Financial Advisory Services. Its primary akta.pro industry code is BPAHADAB, Corporate Finance & Capital Advisory. Its NAICS code is 523940 and its SIC code is 6282.