Tag : Pinnacle Investments

Pinnacle Secures $200 Million Team from VALIC, Expanding Business in New Jersey
Investment Services News

Pinnacle Secures $200 Million Team from VALIC, Expanding Business in New Jersey

Fintech News Desk
by Fintech News Desk0
Pinnacle Investments, LLC, 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......
Pinnacle Investments Selects Docupace as Back Office Platform
Digital Fintech News

Pinnacle Investments Selects Docupace as Back Office Platform

Fintech News Desk
by Fintech News Desk0
Fast-growing wealth manager streamlines operations, leans into scale Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, announces a new partnership with Pinnacle Investments, a Syracuse, New York-based independent broker-dealer and RIA, to digitally transform its back office operations and deliver across-the-board efficiencies for its affiliated financial......
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