Pinnacle Financial Advisors Overview
- Founded
- 1991

- Status
- Acquired/Merged
- Employees
- 10

- Latest Deal Type
- M&A
- Financing Rounds
- 1
Pinnacle Financial Advisors General Information
Description
Provider of financial advisory services. The company offers services related to tax planning, cash flow planning, investment management and others to both individuals and corporates.
Contact Information
Website
Ownership Status
Acquired/Merged
(Operating Subsidiary)
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Consulting Services (B2B)
Parent Company
RTD Financial Advisors
Primary Office
- 751 Route 73 North
- Suite 8
- Marlton, NJ 08053
- United States
+1 (856) 000-0000
Pinnacle Financial Advisors Valuation & Funding
Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
---|
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Request a free trialPinnacle Financial Advisors Executive Team (3)
Name | Title | Board Seat | Contact Info |
---|---|---|---|
Maureen Blom | Chief Operating Officer | ||
Harry Scheyer | Co-Founder and Partner- Member | ||
Jeff Metz | Co-Founder and Principal Member |
Pinnacle Financial Advisors Signals
Growth Rate

0.80%
Weekly
Growth
Growth
Weekly Growth
0.80%, 93rd %ile

-35.5%.
530%
Size Multiple

219x
Median
Size Multiple
219x, 100th %ile

0.00x
0.95x.
413Kx
Key Data Points
Twitter Followers
5.5k

Similarweb Unique Visitors
15.0K

Majestic Referring Domains
314

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