Insights

Acquisition Growth The recent acquisition of PINE Advisor Solutions by Centralis Group indicates a strong growth trajectory and increased market consolidation opportunities within the outsourced financial services sector for asset managers and hedge funds.

Service Diversification PINE's wide range of services including private fund CFO, compliance, fund distribution, and operations support positions it as a comprehensive solution provider, suggesting cross-selling potential to existing and new clients seeking integrated financial services.

Market Positioning Operating in the competitive US financial services industry with a revenue range of 50 to 100 million dollars and serving private funds and registered investment advisers, PINE is well-placed to attract asset managers looking for institutional-quality outsourced solutions.

Talent & Leadership Key hires in compliance and CFO services, along with a focus on experienced leadership, highlight an emphasis on high-quality client service and scalable growth, which could be appealing to prospects seeking reliable outsourced financial expertise.

Technology & Innovation Utilizing a modern tech stack including cloud management and security tools alongside traditional office software suggests PINE's readiness to support technologically advanced clients, opening opportunities for sales in digital transformation and compliance automation.

PINE Advisor Solutions Tech Stack

PINE Advisor Solutions uses 8 technology products and services including Microsoft Excel, imagesLoaded, Microsoft Office, and more. Explore PINE Advisor Solutions's tech stack below.

  • Microsoft Excel
    Editors
  • imagesLoaded
    Javascript Libraries
  • Microsoft Office
    Office Suites
  • SiteGround
    Platform As A Service
  • Cloudflare Bot Management
    Security
  • Bootstrap
    UI Frameworks
  • HTTP/3
    Web & Portal Technology
  • prettyPhoto
    Web Tools And Plugins

PINE Advisor Solutions's Email Address Formats

PINE Advisor Solutions uses at least 1 format(s):
PINE Advisor Solutions Email FormatsExamplePercentage
First@pineadvisorsolutions.comJohn@pineadvisorsolutions.com
89%
Last@pineadvisorsolutions.comDoe@pineadvisorsolutions.com
5%
FLast@pineadvisorsolutions.comJDoe@pineadvisorsolutions.com
6%

Frequently Asked Questions

Where is PINE Advisor Solutions's headquarters located?

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PINE Advisor Solutions's main headquarters is located at 501 South Cherry Street Denver, Colorado 80246 United States. The company has employees across 3 continents, including North AmericaAsiaEurope.

What is PINE Advisor Solutions's official website and social media links?

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PINE Advisor Solutions's official website is pineadvisorsolutions.com and has social profiles on LinkedIn.

What is PINE Advisor Solutions's NAICS code?

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PINE Advisor Solutions's NAICS code is 52 - Finance and Insurance.

How many employees does PINE Advisor Solutions have currently?

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As of May 2026, PINE Advisor Solutions has approximately 69 employees across 3 continents, including North AmericaAsiaEurope. Key team members include Head Of Distribution Services: M. F.Co-Founder And Managing Partner: J. B. C. C.Director, Chief Operating Officer: D. S. L.. Explore PINE Advisor Solutions's employee directory with LeadIQ.

What industry does PINE Advisor Solutions belong to?

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PINE Advisor Solutions operates in the Financial Services industry.

What technology does PINE Advisor Solutions use?

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PINE Advisor Solutions's tech stack includes Microsoft ExcelimagesLoadedMicrosoft OfficeSiteGroundCloudflare Bot ManagementBootstrapHTTP/3prettyPhoto.

What is PINE Advisor Solutions's email format?

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PINE Advisor Solutions's email format typically follows the pattern of First@pineadvisorsolutions.com. Find more PINE Advisor Solutions email formats with LeadIQ.

When was PINE Advisor Solutions founded?

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PINE Advisor Solutions was founded in 2018.

PINE Advisor Solutions

Financial ServicesColorado, United States51-200 Employees

PINE Advisor Solutions provides outsourced, institutionally robust financial leadership and regulatory support to asset managers, including CFO functions, compliance oversight, and staffing for registered fund officers, along with fund distribution and back-office operations support. Its clients include private funds, mutual funds, and exempt or registered investment advisers that rely on external management of non-investment functions. Its founders have led these critical non-investment functions in both large and boutique investment firms, serving in roles such as chief financial officer, chief compliance officer, and chief operating officer.
Based in Denver, Colorado, the firm is positioned as a mid-sized player within the financial services sector. In February 2026, Centralis Group acquired PINE Advisor Solutions, a notable development in its corporate trajectory.

Section iconCompany Overview

Headquarters
501 South Cherry Street Denver, Colorado 80246 United States
NAICS Code
52 - Finance and Insurance
Founded
2018
Employees
51-200

Section iconFunding & Financials

  • $50M$100M

    PINE Advisor Solutions's revenue is estimated to be in the range of $50M$100M

Section iconFunding & Financials

  • $50M$100M

    PINE Advisor Solutions's revenue is estimated to be in the range of $50M$100M

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