Pine Capital

Portland, United States Founded: 1998 • Age: 28 yrs
Creates and manages customized investment portfolios for individuals, family groups, and large institutions.
Annual revenue - Latest available
Total funding - Funding intelligence
Employees - Tracked headcount
Investors - Known backers
Products 1 Services tracked
Competitors 11 Brand Intelligence

About Pine Capital

Pine Capital is a company based in Portland (United States) founded in 1998 by Christopher Lorenz. It operates as a B2B. Pine Capital offers products and services including Investment Portfolios. Pine Capital operates in a competitive market with competitors including Raymond James, Wintrust, Focus Financial Partners, Alera Group and Creative Planning, among others.

  • Headquarter Portland, United States
  • Founders Christopher Lorenz
  • Sectors
    Financial Services
  • Email
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  • Phone
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  • Website
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  • Legal Name Pine Capital Llc
Operational Areas
Financial Services → Investment Management & Advisory Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
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  • Net Profit
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  • EBITDA
    Not available
  • Latest Funding Round
    Not available
  • Investors
    Not available
  • Employee Count
    Not available
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Products & Services of Pine Capital

Pine Capital offers a comprehensive portfolio of products and services, including Investment Portfolios.

Product name locked
Category locked
Primary

Customized management of investment accounts for individual and institutional clients.

Funding Insights of Pine Capital

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Detailed funding history for Pine Capital

Round names, dates, amounts, investors, and valuation history require an active premium plan.

  • Round names and dates
  • Funding amounts
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  • Valuation history

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Investments & Acquisitions by Pine Capital

Investments
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Investment portfolio details for Pine Capital

Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.

  • Portfolio identities
  • Transaction dates
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Financial Statements - Pine Capital

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Detailed financials for Pine Capital

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  • Historical revenue
  • Profit trends
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Pine Capital Comparisons

Pine Capital Primary company
Description
Creates and manages customized investment portfolios for ind...
Location
Portland, United States
Founded Year
1998
Annual Revenue
Not available
Net Profit
Not available
EBITDA
Not available
Employees
Not available
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Peer comparison for Pine Capital

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Competitors of Pine Capital

Pine Capital operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Raymond James, Wintrust, Focus Financial Partners, Alera Group and Creative Planning, among others.

Company Name Domain Founded year HQ Location Description
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M&A advisory, capital markets, and wealth management services are offered.
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Bank offering diversified financial services
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Business consulting services are provided to banks and lending institutions.
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HR, insurance, and liability services are provided by Alera Group.
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Provider of wealth management services
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Provider of wealth management services
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Detailed competitors of Pine Capital

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  • Domains and locations
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Latest news on Pine Capital

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Complete news archive for Pine Capital

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  • Full article archive
  • Source and publication date
  • Older coverage
  • Brand-specific news history

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Frequently Asked Questions about Pine Capital

Pine Capital was founded in 1998.

Pine Capital is headquartered in Portland, United States. It is registered at Portland, Oregon, United States.

Pine Capital LLC is an investment firm based in Portland, ME, that creates and actively manages customized investment portfolios. They tailor services to meet the specific needs of individuals, family groups, and large institutions. The company emphasizes in-depth client knowledge and offers services like portfolio construction and market commentary. Operating since 1998, they provide stable financial management to diverse clients.

Pine Capital's top competitors include Focus Financial Partners, Alera Group and Raymond James.

Pine Capital offers Investment Portfolios.

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