Insights

Key Personnel Strength PINE Advisor Solutions has recently hired experienced professionals for key positions such as Vice President of Business Development, Director of Compliance, and Director of CFO Services, indicating a focus on building a strong team with expertise in financial services.

Technology Utilization PINE Advisor Solutions utilizes a modern tech stack including Google Cloud and FingerprintJS, showcasing a commitment to leveraging advanced technology in delivering outsourced CFO, compliance, and operations support services, which can be a key selling point for tech-savvy clients.

Market Positioning With a focus on providing institutional-quality services to private funds, mutual funds, and investment advisers, PINE Advisor Solutions differentiates itself by targeting a niche market and can capitalize on this positioning to attract clients looking for specialized financial services tailored to their industry.

Revenue Potential PINE Advisor Solutions falls within the revenue range of $0 - 10M, indicating a sizeable market presence with room for growth. This revenue potential signifies that the company is capable of handling clients of varying scales, offering opportunities for upselling and expanding services.

Competitive Landscape Amid similar companies in the financial services industry, PINE Advisor Solutions stands out with its mid-sized employee base and revenue range. Understanding the competitive landscape can assist sales teams in positioning the company's offerings effectively against competitors to win over potential clients.

PINE Advisor Solutions Tech Stack

PINE Advisor Solutions uses 8 technology products and services including Google Cloud, FingerprintJS, Revslider, and more. Explore PINE Advisor Solutions's tech stack below.

  • Google Cloud
    Infrastructure As A Service
  • FingerprintJS
    Javascript Libraries
  • Revslider
    Miscellaneous
  • PHP
    Programming Languages
  • Bootstrap
    UI Frameworks
  • MediaElement.js
    Video Players
  • Hostinger
    Web Hosting
  • Slider Revolution
    Widgets

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
47%
Last@pineadvisorsolutions.comDoe@pineadvisorsolutions.com
4%
FLast@pineadvisorsolutions.comJDoe@pineadvisorsolutions.com
2%
First@pineadvisorsolutions.comJohn@pineadvisorsolutions.com
47%

Frequently Asked Questions

Where is PINE Advisor Solutions's headquarters located?

Minus sign iconPlus sign icon
PINE Advisor Solutions's main headquarters is located at 501 S Cherry Street Denver, CO 80246 US. The company has employees across 3 continents, including North AmericaEuropeOceania.

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

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

How much revenue does PINE Advisor Solutions generate?

Minus sign iconPlus sign icon
As of April 2024, PINE Advisor Solutions's annual revenue reached $1.8M.

What is PINE Advisor Solutions's NAICS code?

Minus sign iconPlus sign icon
PINE Advisor Solutions's NAICS code is 52 - Finance and Insurance.

How many employees does PINE Advisor Solutions have currently?

Minus sign iconPlus sign icon
As of April 2024, PINE Advisor Solutions has approximately 38 employees across 3 continents, including North AmericaEuropeOceania. Key team members include Head Of Managed Services: J. M.Head Of Distribution Services: M. F.Private Fund Chief Financial Officer Services Intern: A. B.. Explore PINE Advisor Solutions's employee directory with LeadIQ.

What industry does PINE Advisor Solutions belong to?

Minus sign iconPlus sign icon
PINE Advisor Solutions operates in the Financial Services industry.

What technology does PINE Advisor Solutions use?

Minus sign iconPlus sign icon
PINE Advisor Solutions's tech stack includes Google CloudFingerprintJSRevsliderPHPBootstrapMediaElement.jsHostingerSlider Revolution.

What is PINE Advisor Solutions's email format?

Minus sign iconPlus sign icon
PINE Advisor Solutions's email format typically follows the pattern of . Find more PINE Advisor Solutions email formats with LeadIQ.

When was PINE Advisor Solutions founded?

Minus sign iconPlus sign icon
PINE Advisor Solutions was founded in 2018.
PINE Advisor Solutions

PINE Advisor Solutions

Financial ServicesColorado, United States11-50 Employees

PINE Advisor Solutions provides institutional-quality outsourced CFO, regulatory compliance, fund/advisor launch and operations support services to private funds, mutual funds, exempt and registered investment advisers.  Our founders have managed the critical non-investment functions in the alternative and registered fund space. PINE’s founders have served as Chief Financial Officers, Chief Compliance Officers and Chief Operating Officers for both large and boutique investment firms.

Services Offered:
*CFO Services
*Compliance Support
*Advisor/Fund Launch Services
*Operations Support 

For more information on PINE Advisor Solutions please visit www.pineadvisorsolutions.com.

Section iconCompany Overview

Headquarters
501 S Cherry Street Denver, CO 80246 US
NAICS Code
52 - Finance and Insurance
Founded
2018
Employees
11-50

Section iconFunding & Financials

  • $10M

    PINE Advisor Solutions's revenue is in the range of $10M

Section iconFunding & Financials

  • $10M

    PINE Advisor Solutions's revenue is in the range of $10M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.