Recent Investments Pinnacle Associates has been actively investing in various assets recently, such as Nokia Oyj, Energy Recovery, Atkore, GE Vernova Inc, Sunrun, and Wheaton Precious Metals. This presents an opportunity for sales teams to engage with these companies for potential investment opportunities or financial advisory services.

Technology Stack With a tech stack that includes Calendly, Amazon Web Services, Webflow, and more, Pinnacle Associates demonstrates a commitment to leveraging modern tools. Technology service providers can explore partnerships to offer innovative solutions that align with Pinnacle's operational needs.

Key Personnel Addition Pinnacle Associates recently hired Amy Pastorino as a Senior Financial Planner. This presents a chance for professional services or HR solutions providers to reach out for collaboration opportunities in training, financial planning tools, or workforce development.

Financial Health With an estimated revenue in the range of $10 - 50 million, Pinnacle Associates showcases financial stability and growth potential. This indicates they may be open to services that can further optimize their financial operations or enhance their investment strategies.

Industry Similar Companies In a landscape with similar companies like Delegate Advisors, Apriem Advisors, and Gratus Capital, Pinnacle Associates stands out with its investment focus. Sales professionals offering differentiation strategies or tailored financial solutions can capitalize on Pinnacle's unique approach to attract potential clients.