Summary
Pinnacle Wealth Brokers
Founded in 2009
Description
Pinnacle Wealth Brokers is a financial services company that specializes in finding well researched private investment opportunities for financial advisors to provide to their clients. They believe in a diversified approach to investing, combining both...
Strengths
- Pinnacle Wealth Brokers has a strong market share in their industry
- Revenue generated per employee is greater than industry average
- Demonstrating revenue growth that is faster than the industry average
- The number of employees is growing faster than the industry average
- Revenue growth is more steady than the industry average
- Since Pinnacle Wealth Brokers was founded, the company has grown faster than the industry average
- Web traffic rankings are better than the industry average
Annual Revenue
Pinnacle Wealth Brokers's annual revenue
$28548000
Based on Kona Equity data
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Revenue per employee
$239899
-
Variance of revenue growth
0.1
-
Annual revenue growth since founding
$2337000
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Revenue growth rate from first known quarter to current
47.5%
Employee Count
119 employees
-
Employee growth rate from first known quarter to current
34.0%
Executives
Collin Goes
Vice President, Finance
c**@pinnaclewealth.caYves Morin
Représentant Placements Privés
y**@pinnaclewealth.caMichael Lautru
Private Market Specialist
m**@pinnaclewealth.caMichael Zabchuk
Private Market Specialist
m**@pinnaclewealth.caPaul O'Brien
Vice President, Business Development & Eastern (Ontario, Canada)
p**@pinnaclewealth.caTristan Sikora
Corporate Finance Associate
t**@pinnaclewealth.caSonia Mancebo
Adjointe Administrative
s**@pinnaclewealth.caMichelle Quinones
Vice President
m**@pinnaclewealth.caJoseph Kurucz
Vice President, Business Development, Western (Canada)
j**@pinnaclewealth.caJoe Vogel
Vice President, Business Development
j**@pinnaclewealth.caTom Wach
Head of Corporate Finance
t**@pinnaclewealth.caChristine Levang
Vice President, Institutional Partnerships
c**@pinnaclewealth.caJohn Poulain
Private Market Specialist
j**@pinnaclewealth.caDarvin Zurfluh
CEO
d**@pinnaclewealth.caRobert Blake
Private Market Specialist
r**@pinnaclewealth.caSarah Mccolm
Manager, Human Resources & Corporate Secretary
s**@pinnaclewealth.caShawn Cahill
Vice President, Business Development Advising & Pam Account Representative
s**@pinnaclewealth.caBenjamin Tan
Corporate Finance Associate
b**@pinnaclewealth.caDeborah Workman
Chief Compliance Officer
d**@pinnaclewealth.caJean-Francois Laurin
Eastern Vice President, Business Development (Canada)
j**@pinnaclewealth.caRichard Ayotte
Vice President, Finance
r**@pinnaclewealth.caDan Brodeur
Director, Operations
d**@pinnaclewealth.caDayne Wendling
Vice President, Investment Advisory Services
d**@pinnaclewealth.caYves Blanchet
President
y**@pinnaclewealth.caJean-François Laurin
Eastern Vice President, Business Development (Canada)
j**@pinnaclewealth.caPhone Brokers
Chief Executive Officer & Chairman
p**@pinnaclewealth.caStephen Luo
Corporate Controller
s**@pinnaclewealth.caMartin Theodore
Head of Capital Markets
m**@pinnaclewealth.caG Score - 7
The G Score is an eight-point scale where firms are given a score of 1 for each of the criteria that they pass. The G score compares a company against the industry median to find those that are healthy and growing.
- G1 Revenue is greater than the industry median.
- G2 Income per employee more than industry average.
- G3 Revenue growth rate from the first known quarter to current is higher than the industry average.
- G4 Employee growth rate from the first known quarter to current is higher than the industry average.
- G5 Variance of revenue growth is less than the industry average
- G6 Annual revenue growth since founding is higher than the industry average.
- G7 Website traffic rankings are better than the industry average
Web Analysis
-
Rank
2.54 M
Location
Unlock unlimited leads
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Key Information
- Name: Pinnacle Wealth Brokers
- Category: Investment management
- Industry: Financial Planner
- NAICS: 523; 5231
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Firmographic data G Score of 7 Founded in 2009 NAICS: 523 NAICS: 5231 #Finance General #Finance
Frequently Asked Questions
Pinnacle Wealth Brokers's headquarters are located at Ste 320, 15 Royal Vista Pl NW Calgary, Alberta T3R 0P3.
Pinnacle Wealth Brokers's official website is pinnaclewealth.ca
Pinnacle Wealth Brokers's annual revenue is $28.5 M.
Pinnacle Wealth Brokers's NAICS: 523; 5231.
Pinnacle Wealth Brokers has 119 employees
Pinnacle Wealth Brokers is in the industry of Investment management.
