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Pinnacle Investments is a boutique firm established in 1995 by Gregg Kidd and Dan Raite. Together they have over 50 years of experience in the brokerage industry having spent 10 years together as producers at a wirehouse before launching Pinnacle Investments. From very humble beginnings the firm`s assets have grown to over $1.4 billion. As an independent firm, Pinnacle offers an open architecture platform and state-of-the-art technology through its relationship with First Clearing, a Wells Fargo Company. We`ve grown to become one of the largest independent full-service investment firms in Central New York. Pinnacle`s success is attributable to its ability to provide a personalized approach to investment management and client service while offering the same investment products and protections available at larger financial institutions. Our wide array of services includes financial planning, asset management, traditional brokerage, and employer-sponsored retirement plans.
Finex Group is a San Jose, CA-based company in the Financial Services sector.
Where cryptoassets and financial services merge. Create crypto model portfolios for your clients, view held-away wallets, integrate with your tech stack, and much more! By advisors, for advisors.
ATM Net Systems and Solutions is a Atlanta, GA-based company in the Financial Services sector.
M1 is the intelligent, seamlessly integrated money management platform that puts your financial future in your hands.