Amount Raised
$200 Million
Round Type
Funding Round
SyracuseFinancial ServicesDescription
Pinnacle Investments, LLC ("Pinnacle"), a 25-year-old investment firm headquartered in Syracuse, expanded their business in Morristown, New Jersey with the procurement of three reps formerly affiliated with The Variable Annuity Life Insurance Company (VALIC). Andrea Coladarci, Adam DeSimone, and Adam Gartside, now doing business as Prime Wealth Group, each left VALIC Friday after 11, 3, and 2 years respectively. Together they were overseeing $200 million in assets.
Quick answer
Pinnacle Investments raised $200 Million in a Funding Round round, dated April 4, 2022. Pinnacle Investments is based in Syracuse, New York, United States.
- How much did Pinnacle Investments raise?
- Pinnacle Investments raised $200 Million in a Funding Round round on April 4, 2022.
- What does Pinnacle Investments do?
- Pinnacle Investments, LLC ("Pinnacle") was founded in 1996 by two advisors who sought a better solution for their clients than what was available at a large wirehouse.
- Where is Pinnacle Investments based and how big is it?
- Pinnacle Investments is based in Syracuse, New York, United States.
Source: Fundz verified event record.
Who else raised in Financial Services around the same time
Companies in the same sectors as Pinnacle Investments that raised within 45 days of this round, from Fundz verified event records.
- Saga raised $6.5M (Seed) on May 19, 2022.
- SPECTRAL FINANCE INC. raised $20M on May 19, 2022.
- Victory Farms raised $5M (Funding Round) on May 19, 2022.
- Brookfield Reinsurance raised an undisclosed amount on May 19, 2022.
- Talonvest Capital raised $110M (Debt Financing) on May 19, 2022.
- Empower raised $2.4M (Seed) on May 18, 2022.
Who to call at Pinnacle Investments, and when
A new round usually means Pinnacle Investments is about to hire and buy. The teams that reach out first get the meeting.
- An alert the day Pinnacle Investments raises, hires an executive or expands, scored against what you sell
- The decision-makers there, with verified emails
- Who you already know at Pinnacle Investments, from your own LinkedIn network
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Fundz sees it the moment Pinnacle Investments raises, hires an exec or expands, usually minutes after it happens, and tells you who to reach.
Pinnacle Investments raised. Fundz records a round at a median of 3.6 minutes from the SEC filing, with the decision-maker attached.
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