Insights

Comprehensive Financial Support PINE Advisor Solutions offers a wide range of outsourced CFO, compliance, fund officers, and operations support services, indicating strong expertise in handling complex financial management functions. This presents an opportunity to cross-sell advanced advisory or tech-enabled solutions that enhance efficiency or compliance for their clients.

Target Market Focus With a primary focus on private funds, mutual funds, and registered investment advisers, PINE serves sophisticated, regulated financial entities. There is potential to provide specialized technology or compliance tools tailored to the needs of this niche, enabling them to streamline fund operations or regulatory reporting.

Growth and Expansion Recent strategic hires in CFO and compliance leadership suggest active growth and a focus on expanding service capabilities. This indicates potential opportunities to offer HR, training, or consulting services aligned with their expansion plans.

Financial Strength Generating substantial revenue between 50 and 100 million dollars, PINE has the financial capacity to invest in new technology, partnerships, or infrastructure. This financial stability makes them a promising target for premium software solutions or strategic collaborations that can add value to their service offerings.

Technological Ecosystem Utilizing a tech stack that includes jQuery, media players, and collaborative tools like ClickUp, PINE demonstrates a tech-savvy environment receptive to digital solutions. There is an opening to introduce innovative financial tech, automation, or compliance platforms that integrate seamlessly with their current systems.

PINE Advisor Solutions Tech Stack

PINE Advisor Solutions uses 8 technology products and services including Twemoji, jQuery, Priority Hints, and more. Explore PINE Advisor Solutions's tech stack below.

  • Twemoji
    Font Scripts
  • jQuery
    Javascript Libraries
  • Priority Hints
    Performance
  • ClickUp
    Project Management
  • Plyr
    Video Players
  • MediaElement.js
    Video Players
  • Ionicons
    Web Fonts
  • 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
48%
Last@pineadvisorsolutions.comDoe@pineadvisorsolutions.com
3%
FLast@pineadvisorsolutions.comJDoe@pineadvisorsolutions.com
1%
First@pineadvisorsolutions.comJohn@pineadvisorsolutions.com
48%

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 S Cherry Street, Denver, CO 80246, US. 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 October 2025, PINE Advisor Solutions has approximately 64 employees across 3 continents, including North AmericaAsiaEurope. Key team members include Head Of Managed Services: J. M.Head Of Distribution Services: M. F.Co-Founder And Managing Partner: J. B.. 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 TwemojijQueryPriority HintsClickUpPlyrMediaElement.jsIoniconsprettyPhoto.

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 ServicesUnited States51-200 Employees

PINE Advisor Solutions provides institutional-quality outsourced CFO, regulatory compliance, registered fund officers, fund distribution 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:
*Private Fund CFO Services
*Adviser Compliance Support
*Registered Fund Officers
*Fund Distribution
*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
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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