About Pinnacle Advisory
Pinnacle Advisory is a Business Services company based in Boston (United States) founded in 1991, and was acquired by Congress Wealth in May 2021. Provider of diversified consulting services. Pinnacle Advisory offers products and services including Hospitality Consulting and Asset Management Services. Its focus areas include Management Consulting Services and Horizontal. Its competitors include AlphaSense, Teneo and ZS; 2 of its 3 listed competitors have raised funding.
Company details
Pinnacle Advisory was established in 1991 in Boston, United States, as a provider of diversified consulting services. Operations are centered in the consulting sector, with services encompassing advisory support for various business needs. The firm is led by owner Rachel Roginsky, and its activities are focused on delivering factual guidance to clients in the region. Geographic emphasis remains on the United States market.
- Headquarters Boston, United States
- Stage Acquired
- SectorsBusiness Services
- Phone•••• ••••
- Website pinnacle-advisory.com
- Social LinkedIn X Instagram
- Acquired by Congress Wealth (May 2021)
- Investors
- Acquired byCongress Wealth
(May 2021)
Products & Services of Pinnacle Advisory
Pinnacle Advisory offers a comprehensive portfolio of products and services, including Hospitality Consulting and Asset Management Services.
Offers strategic advice for hotel operations and management strategies.
Manages hotel assets to enhance performance and value.
Investors in Pinnacle Advisory
Pinnacle Advisory has secured backing from 1 investor. Prominent investors backing the company include CW Advisors.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
CW Advisors is engaged in wealth management and financial planning. | congresswealth.com | Boston, United States |
Investor details for Pinnacle Advisory
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of Pinnacle Advisory
1 people are tracked at Pinnacle Advisory (1 in leadership).
| Name | Role | Group |
|---|---|---|
Rachel Roginsky | Owner | Leadership |
Complete people profiles for Pinnacle Advisory
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of Pinnacle Advisory
2 dated milestones of Pinnacle Advisory across 30 years, from founding to its latest funding, stage changes and deals.
- Founded Pinnacle Advisory is founded.
- Exit Acquired by Congress Wealth.
Competitors of Pinnacle Advisory
Pinnacle Advisory has 3 listed competitors in our database, 2 of them funded. They include AlphaSense, Teneo and ZS.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| alpha-sense.com | 2011 | New York, United States | $1.39B | 438 | AI-powered market intelligence and search platform is operated. | |
| teneo.com | 2011 | New York, United States | $400M | 313 | Business consulting, financial advisory, and crisis management services are provided. | |
| zs.com | 1983 | Evanston, United States | Strategic and management consulting services are provided worldwide. |
Detailed competitors of Pinnacle Advisory
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of Pinnacle Advisory
The website of Pinnacle Advisory (pinnacle-advisory.com) receives about 1.8K visits a month.
- Monthly visits1.8K
▲ 12% vs previous month
Websites whose visitors overlap most with Pinnacle Advisory. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
redevelopment.net | redevelopment.net | 100% | #3,693,696 | – |
Top companies in Professional Consulting & Advisory
3 companies that operate in the same segment as Pinnacle Advisory (Professional Consulting & Advisory) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of data analytics, cloud modernization, management strategy, and digital transformation services | 1998 | Aliso Viejo, California, United States | USD 250 M | USD 59.61 M | 1,905 | |
Diversified insurance brokerage and risk management services are offered worldwide. | 1927 | Rolling Meadows, Illinois, United States | USD 13.94 B | 56,000 | ||
Talent acquisition and consulting services are provided globally. | 1969 | Los Angeles, California, United States | USD 2.94 B | 9,250 |
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Frequently Asked Questions about Pinnacle Advisory
Pinnacle Advisory was founded in 1991.
Pinnacle Advisory is headquartered in Boston, United States. It is registered at Boston, Massachusetts, United States.
Pinnacle Advisory was established in 1991 in Boston, United States, as a provider of diversified consulting services. Operations are centered in the consulting sector, with services encompassing advisory support for various business needs. The firm is led by owner Rachel Roginsky, and its activities are focused on delivering factual guidance to clients in the region. Geographic emphasis remains on the United States market.
Pinnacle Advisory's top competitors include AlphaSense, ZS and Teneo.
Pinnacle Advisory offers Hospitality Consulting and Asset Management Services.
Pinnacle Advisory has 1 investor. Key investors include CW Advisors.
Yes. Pinnacle Advisory was acquired by Congress Wealth in May 2021.