Pinnacle Wealth Solutions, Inc. Asset Profile

= Subscriber Access Only

You are viewing a preview of this profile. Request a Preqin Pro demo for full access to all profiles and underlying data.

Year established

1985

Location

VA US

Primary Industry

Financial Services

About

Founded in 1985 and based in Virginia, US, Pinnacle Wealth Solutions, Inc., formerly known as The Pinnacle Group, operates as a provider of financial planning and wealth management solutions that offers investment and asset management, retirement planning, tax planning, legacy planning, trust, and estate planning, insurance planning, education planning, business planning, executive wealth management, church endowments, foundations and charitable planning for the clients and families life planning needs.

Current Investors

Mercer Global Advisors Inc.

Request a demo to show more

Primary Industry

Financial Services

Sub Industries

Investment Banking

Website

www.pinnaclewealthsolutions.com

Verticals

FinTech

Company Stage

Add-on

Total Amount Raised

Subscriber access only

Deals

Deals Type
Add-on

Deal Status	Target (s)	Deal Date	Investor(s)	Seller(s)	Deal size (Mn)	Enterprise value (Mn)	Post-money valuation (Mn)	EBITDA multiple (x)	Revenue multiple (x)	Lead partner (s)
Completed	Pinnacle Wealth Solutions, Inc.	31 Dec 2020

Displaying 1-1 of 1

Time to go Pro

Get Preqin Pro for unrestricted access to 600,000+ detailed profiles on fund managers, investors, funds, companies, and other alternative asset players. Unlock exclusive data on future plans, company financials, fundraising history, track records, and more.