Pingtree
Pingtree is a B2B SaaS platform that unifies marketing tracking, funnel building, lead routing, and analytics for performance marketers and regulated verticals such as insurance, finance, legal, and home services, with AI-assisted campaign building via its Copilot assistant.
- Company typePrivate
- Founded2022
- HeadquartersEscondido, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What Pingtree does
Pingtree is a B2B SaaS platform that consolidates lead generation, verification, routing, and analytics into a single system built on AWS ECS/Fargate with MongoDB Atlas. The platform combines a no-code Funnel Builder, multi-method Lead Routing (Click, Form, Ping+Post auction, Pingtree sequential), call tracking and attribution powered by Telnyx, a centralized Database Source with fuzzy-match import and webhook forwarding, a white-label Reporting Hub for buyers, and a Marketing Partner Dashboard for traffic partners. It targets regulated verticals with heavy compliance lift — insurance, financial services, legal, and accounting — as well as performance and growth teams (agencies, media buyers, affiliate networks, in-house growth orgs) running high-volume inbound leads in home services, solar, and auto.
Revenue is generated through tiered subscriptions ($499/month Startup, $1,250/month Starter, $2,500/month Growth) with usage-based overage billed at $0.0015/lead above tier allowances, a pre-paid Wallet-based billing system with auto-recharge for rate-based features, custom multi-year Enterprise and Full Service contracts with SLAs (99.5% uptime, 2–4 hour RTO, 4 hour RPO) and enterprise add-ons (dedicated team, custom development, account management), and an affiliate partner program that pays $50 per qualified trial and tiered 15–22% revenue share on referred ARR. Distribution combines a product-led growth motion with a free 14-day trial, enterprise field sales with a HubSpot cost-comparison tool, and channel partner referrals.
The flagship 2026 release, Pingtree Copilot, layers generative AI and conversational automation across the platform, enabling users to build pixel-perfect funnels, configure routing logic, generate marketing briefs and ad creatives, perform multi-channel analysis, and monitor source/buyer health via natural-language prompts, with built-in guardrails for security, privacy, and compliance. The company is incorporated as Pingtree LLC in Florida (222 Yamato Rd, Suite 106-322, Boca Raton, FL 33433), operates as a private, self-funded entity with 11–50 employees, and is led by founder Brooks West. No external venture funding, acquisitions, or leadership changes were disclosed in the input.
Pingtree firmographics
Firmographics- Name
- Pingtree
- Legal name
- Pingtree LLC
- Website
- https://pingtree.com
- Company type
- Private
- Founded year
- 2022
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Pingtree is a B2B SaaS platform that unifies marketing tracking, funnel building, lead routing, and analytics for performance marketers and regulated verticals such as insurance, finance, legal, and home services, with AI-assisted campaign building via its Copilot assistant.
- Ownership category
- akta.pro rank
Pingtree industry classification
Industry- Product category
- Lead Generation & Distribution Software
- NAICS
- Wholesale Trade Agents and Brokers (42512)
- SIC
- Services-Advertising (7310)
- akta.pro primary industry
- B2B Marketplaces & Wholesale Platforms (BPAMAGAD)
Keywords
Where Pingtree is headquartered
LocationHeadquarters
- HQ city
- Escondido
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Pingtree business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Infrastructure, Personnel, Marketing or Sales, Operations
Revenue model
- Subscription Plans: Tiered subscription model with four main plans: Startup ($499/month), Starter ($1,250/month), Growth ($2,500/month), and custom Enterprise/Full Service plans. All plans include platform access, user management, and core features with higher tiers offering increased throughput and support levels.
- Usage-Based Overage Charges: Core usage included in each plan (500K processed leads, 1M clicks, 1GB database storage for Startup). Overage billed at $0.0015/lead thereafter. Additional DB API calls and custom throughput available at scale.
- Wallet Recharge Model: Pre-paid wallet system where users fund accounts and usage is deducted in real-time. Auto-recharge triggers when balance falls below user-specified threshold. All wallet transactions are final and non-refundable.
- Affiliate Partner Referrals: Two-tier payout structure: $50 per qualified trial with credit card and 20% revenue share on first-term subscription revenue. Tiered affiliate commissions from 15% to 22% based on rolling referred ARR.
- Enterprise Add-Ons: Optional add-ons for enterprise clients including strategic campaign & media support, custom workflows & partner integrations, and design & ad ops retainers.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Entry-level plan for early-stage teams with 500K processed leads, 1M clicks, 1GB database storage, and 100K DB API calls included |
| Subscription | Monthly | Mid-tier plan for teams running steady acquisition with full platform access and one account manager |
| Subscription | Monthly | High-volume plan with increased throughput, custom workflow support, and enterprise-grade scope capabilities |
| Subscription | Multi-year contract | Managed services tier with dedicated implementation planning, priority support, and complex workflow solutions |
| Subscription | Multi-year contract | Full-service enterprise tier where Pingtree handles execution, optimization, and engineering |
| Freemium | Pay-as-you-go | Free trial period for new users to explore the platform |
Go-to-market motion3 records
Distribution channels4 records
Marketing channels6 records
Pingtree product offering
Product offeringCore offering
Pingtree sells a unified B2B SaaS platform that helps performance marketing teams capture traffic through no-code funnels and forms, validate and enrich leads, route them to buyers in real time via Ping+Post auction or sequential routing, and analyze campaign performance end-to-end. It bundles call tracking, compliance tooling, wallet-based usage billing, and an AI Copilot that builds and optimizes funnels and campaigns through natural language prompts.
Product overview
Pingtree is a unified B2B lead generation and distribution SaaS platform that combines traffic capture, validation, routing, and analytics into a single system. The core platform centers on Campaign Management for operating lead workflows, with Funnel Builder for no-code landing pages and forms, Lead Routing supporting multiple methods (Click, Form, Ping+Post, Pingtree sequential), and Call Management powered by Telnyx. Supporting modules include Creative Library for asset management, Database Source for centralized lead storage, and Reporting Hub as a white-label buyer portal. The platform features Pingtree Copilot as its flagship AI capability for building funnels and optimizing campaigns via prompts. Enterprise-grade add-ons include Account Management, Custom Development, and Dedicated Team services. An Affiliate Program enables partner referrals with tiered revenue share. The platform integrates with credit verification (Array, Spinwheel), consent management (eConsent, TrustedForm, Jornaya), fraud detection, and major ad platforms (Facebook, TikTok Enhanced Conversions).
Differentiator
Problem solved
Functional benefit
Products and services
- Pingtree Platform All-in-one B2B lead generation and distribution SaaS platform that simplifies traffic capture, validation, routing, and analytics. Connects traffic sources, affiliate networks, and buyer endpoints with routing logic, tracking, and reporting in one unified system for performance marketing teams.
- Pingtree Copilot AI-powered digital assistant that enables marketers to build pixel-perfect funnels, generate copy and briefs, manage campaigns via natural language prompts, run multi-channel data analysis, and optimize performance with built-in security, privacy, and compliance guardrails.
- Funnel Builder No-code landing page and form builder with real-time drag-and-drop editing, conditional logic, compliance consent configuration, and traffic distribution controls. Enables pixel-perfect funnels and forms without stitching together multiple tools.
- Lead Routing Flexible lead distribution engine supporting multiple routing methods: Click routing, Form routing, Ping+Post (real-time auction), Pingtree sequential routing, and custom endpoints. Routes qualified leads to buyers, CRMs, dialers, or redirect URLs with configurable filters, caps, and schedules.
- Call Management Full-featured call tracking and attribution system powered by Telnyx. Tracks inbound calls, attributes them to campaigns and keywords, provides number pools, recording, TTS greetings, and real-time analytics for proving ROI on paid and organic efforts.
- Creative Library Centralized asset management for creative assets across campaigns including images, videos, and buyer visibility settings. Features creative comparison, process Kanban for production workflow, and bulk actions.
- Database Source Centralized lead storage container for collecting, organizing, importing, and distributing leads. Supports CSV import with fuzzy matching, custom fields, attribute management, and webhook/posting configurations for external system forwarding.
- Reporting Hub White-label buyer-facing reporting portal that provides buyers a branded, self-serve view of campaign performance data under a custom domain.
- Marketing Partner Dashboard Dedicated portal for affiliate and traffic partners to manage offers, track performance, configure postbacks, and access creatives and reporting.
- Enterprise Account Management Enterprise add-on providing a dedicated account manager and centralized dashboard for monitoring performance, activity, and support across all managed organizations.
- Enterprise Custom Development Enterprise-grade custom development services for unique integration, reporting, or workflow requirements beyond out-of-box platform capabilities. Includes custom integrations, API endpoints, webhooks, data transformations, and data migration.
- Enterprise Dedicated Team Fully dedicated team of Solutions Engineers, developers, and support staff providing proactive campaign monitoring, custom training, and priority access to Pingtree resources for enterprise organizations.
Quantifiable outcome
- 68% cost reduction compared to HubSpot stack for typical team with 7,500 monthly leads
- +2 more outcomes
Companies that use Pingtree
Customer profileSegments3 records
Ideal customer profiles3 records
Pingtree technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration14 records
AI capability7 records
Feature10 records
Pingtree partnerships and signals
Strategic signalPartnerships
Eight partnerships are on record, tiered core and support.
- AWS (Amazon Web Services)corePrimary cloud infrastructure provider hosting Pingtree's containerized services on ECS/Fargate, with CloudWatch monitoring, WAF security protection, KMS encryption, and S3 storage. AWS CloudWatch used for uptime measurement in SLA commitments.
- MongoDB AtlascoreManaged database hosting and backups for core platform data storage and high-volume lead record processing. MongoDB Atlas continuous backups with point-in-time recovery support disaster recovery objectives.
- StripecorePayment processing and billing infrastructure. Pingtree utilizes secure, PCI-DSS compliant Stripe processing for subscription fees and wallet recharges. No raw credit card numbers stored internally.
- SendGridsupportTransactional email delivery for account notifications, support communications, and platform alerts.
- VZEWsupportCredit verification and lead enrichment integration where configured by customer workflows. Part of Pingtree's verification ecosystem for lead quality validation.
- ArraysupportCredit verification and lead enrichment integration providing full credit reports and soft-pull Credit API for validating credit data without score impact.
- TelnyxsupportPowers Pingtree's call tracking and attribution capabilities including call recording, TTS greetings, hold audio, and DID number management for inbound call campaigns.
- JumpCloudsupportIdentity management platform providing multi-factor authentication enforcement and user access controls for Pingtree's security infrastructure.
Scale indicators5 records
Recent moves6 records
Expansion highlights7 records
Pingtree competitors and assessment
Company assessmentDirect peers
- Unbounce: Unbounce is a landing page and conversion platform with AI-powered Smart Traffic and Smart Copy features — directly comparable to Pingtree's Funnel Builder and Copilot for marketers building campaign-specific landing experiences.
- ActiveProspect: ActiveProspect is a lead distribution and consent management platform with TrustedForm and LeadConduit products — directly comparable to Pingtree's lead routing and TCPA compliance engine. Both serve insurance, finance, and home services verticals with ping-post auction and buyer delivery workflows.
- Clickpoint Software: Clickpoint Software provides lead distribution, routing, and management solutions with ping-post and sequential routing — overlapping directly with Pingtree's lead routing and distribution capabilities for performance marketing teams.
- LeadByte: LeadByte is a UK-based lead distribution platform offering ping/post routing, buyer management, and campaign analytics. It competes directly with Pingtree's core routing engine and serves similar verticals including insurance, finance, and home services.
- Invoca: Invoca is a call tracking and analytics platform that attributes inbound calls to marketing campaigns — directly comparable to Pingtree's Telnyx-powered Call Management module with conversation intelligence and attribution features.
- CallTrackingMetrics: CallTrackingMetrics offers call tracking, routing, and attribution for marketing teams — overlapping with Pingtree's call management and source attribution features for performance marketers running inbound call campaigns.
- ClickFunnels: ClickFunnels is a sales funnel builder for marketers and entrepreneurs — overlapping with Pingtree's no-code Funnel Builder and form creation capabilities, though ClickFunnels lacks deep lead routing and distribution functionality.
Broad incumbents
- HubSpot: HubSpot is a broad marketing, sales, and CRM platform — Pingtree explicitly positions against the HubSpot stack with a 68% cost reduction claim. Both serve mid-market and enterprise performance marketing teams, though HubSpot offers a much wider portfolio.
- ActiveCampaign: ActiveCampaign is a customer experience automation platform combining email marketing, CRM, and automation — adjacent to Pingtree's lead capture and routing workflows, serving similar SMB and mid-market performance marketing customers.
Emerging players
- Instapage: Instapage specializes in landing page personalization and post-click optimization — comparable to Pingtree's funnel and form building features for paid traffic teams, though narrower in scope than Pingtree's full distribution platform.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Pingtree social profiles
Digital presencePingtree compliance and trust
Trust signalCompliance7 records
Pingtree financial estimates
Financial estimateRevenue estimate
Valuation estimate
Pingtree leadership team
Management profileNumber of profiles
Profiles1 record
Pingtree funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Pingtree 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 Pingtree
What does Pingtree do?
Pingtree sells a unified B2B SaaS platform that helps performance marketing teams capture traffic through no-code funnels and forms, validate and enrich leads, route them to buyers in real time via Ping+Post auction or sequential routing, and analyze campaign performance end-to-end. It bundles call tracking, compliance tooling, wallet-based usage billing, and an AI Copilot that builds and optimizes funnels and campaigns through natural language prompts.
Is Pingtree a public or private company?
Pingtree is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Pingtree founded?
Pingtree was founded in 2022. It employs 11 to 50 people.
Where is Pingtree based?
Pingtree is headquartered in Escondido, United States, in the North America region.
How does Pingtree make money?
Five revenue lines are on record. Subscription Plans are the primary driver. The others are usage-Based Overage Charges, wallet Recharge Model, affiliate Partner Referrals and enterprise Add-Ons.
Who are Pingtree's main competitors?
Direct peers on record are Unbounce, ActiveProspect, Clickpoint Software, LeadByte, Invoca, CallTrackingMetrics and ClickFunnels. Broad incumbents are HubSpot and ActiveCampaign. Instapage is listed as an emerging player.
Does Pingtree have an API?
Yes. Pingtree API for lead distribution and tracking. Includes Offer Campaign APIs (Create Form API, Update Form API, Fetch Form Submission API, Campaign Lead List API, Campaign Source Overview API, Event Postback API, Click Listing API, Click Listing Iframe API, Source Form API, Source Ping API, Source Post API), Database Source APIs (Create Lead API, Fetch Lead API), Global Event Postback API, and Cost Update API. Supports lead form creation, submission tracking, campaign performance monitoring, real-time lead routing, and conversion tracking. Developer documentation is at docs.pingtree.com/api-explore/introduction.
What industry is Pingtree in?
Pingtree's product category is Lead Generation & Distribution Software. Its primary akta.pro industry code is BPAMAGAD, B2B Marketplaces & Wholesale Platforms. Its NAICS code is 42512 and its SIC code is 7310.