Insights

Growth Opportunity Mid-sized financial services firm with substantial revenue and a nationwide sales support network suggests potential for expanding digital enablement, AI-driven client outreach, and scalable implementation services to boost conversion and efficiency.

Tech Utilization Current tech stack includes HubSpot analytics and marketing tools; opportunity to upsell deeper CRM customization, marketing automation, and data-driven segmentation to improve lead capture and client lifecycle management.

Implementation Focus Position aligns with their differentiator that implementation matters; offer services around project-based workflow optimization, risk mitigation analytics, and end-to-end integration to maximize client outcomes.

Sustainable Growth Revenue range and sizeable employee base imply capacity for more sophisticated advisory partnerships; propose scalable solutions that support onboarding, training, and compliance as they grow.

Competitive Positioning Operate among large incumbents; emphasize value of specialized execution and nimble delivery to win mid-market advisory and brokerage relationships, offering tools and support that larger firms may under-serve.

Similar companies to The Pinnacle Group

The Pinnacle Group Tech Stack

The Pinnacle Group uses 8 technology products and services including HubSpot Analytics, Canva, WordPress, and more. Explore The Pinnacle Group's tech stack below.

  • Audio, Video, Graphics
  • Content Management System
  • oEmbed
    Dev Tools
  • Twemoji
    Font Scripts
  • Marketing Automation
  • All in One SEO
    Search Engines
  • Google Tag Manager
    Tag Management

The Pinnacle Group's Email Address Formats

The Pinnacle Group uses at least 4 email formats:
The Pinnacle Group Email FormatsExamplePercentage
First.Last@pinnacleifs.comJohn.Doe@pinnacleifs.com
86%
Last@pinnacleifs.comDoe@pinnacleifs.com
11%
First@pinnacleifs.comJohn@pinnacleifs.com
2%
Last.First@pinnacleifs.comDoe.John@pinnacleifs.com
1%

Frequently Asked Questions

What is The Pinnacle Group's phone number?

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You can contact The Pinnacle Group's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is The Pinnacle Group's official website and social media links?

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The Pinnacle Group's official website is pinnacleifs.com and has social profiles on LinkedIn.

How much revenue does The Pinnacle Group generate?

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As of August 2026, The Pinnacle Group's annual revenue is estimated to be $100M - $250M.

What is The Pinnacle Group's SIC code and NAICS code?

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The Pinnacle Group's SIC code is 6411 - Insurance Agents, Brokers, and Service and NAICS code is 52 - Finance and Insurance.

How many employees does The Pinnacle Group have currently?

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As of August 2026, The Pinnacle Group has approximately 130 employees across 3 continents, including North America, Asia and Europe. Key team members include Chief Executive Officer: M. P., Chief Security Officer Associate Vice President Information Security: E. M. and President: P. J. Explore The Pinnacle Group's employee directory with LeadIQ.

What industry does The Pinnacle Group belong to?

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The Pinnacle Group operates in the Financial Services industry.

What technology does The Pinnacle Group use?

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The Pinnacle Group's tech stack includes HubSpot Analytics, Canva, WordPress, oEmbed, Twemoji, 6sense, All in One SEO and Google Tag Manager.

What is The Pinnacle Group's email format?

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The Pinnacle Group's email format typically follows the pattern of First.Last@pinnacleifs.com. Find more The Pinnacle Group email formats with LeadIQ.

When was The Pinnacle Group founded?

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The Pinnacle Group was founded in 2007.
The Pinnacle Group logo

The Pinnacle Group

Financial ServicesFlorida, United States51-200 Employees

The Pinnacle Group operates in the financial services sector, offering implementation-focused solutions centered on maximizing business value while mitigating risk. Its approach emphasizes turning advisory opportunities into actionable outcomes through a nationwide sales support network, enabling direct access to a Pinnacle representative for clients. Based in Jacksonville, Florida, the company positions itself as a facilitator of practical execution rather than merely promising results, serving professionals who seek structured, leverage-driven strategies for their business needs. With a workforce described in general terms, Pinnacle Group situates itself among established financial services firms that emphasize comprehensive support and risk-aware growth within the industry.

Section iconCompany Overview

Phone number
SIC Code
6411 - Insurance Agents, Brokers, and Service
NAICS Code
52 - Finance and Insurance
Founded
2007
Employees
51-200

Section iconFunding & Financials

  • $100M - $250M

    The Pinnacle Group's revenue is estimated to be in the range of $100M - $250M

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