About Pinnacle Financial Group
Pinnacle Financial Group is a Financial Services company based in Cleveland (United States) founded in 1990 by Brock Walter and James E Leonard, and was acquired by Marcus& Millichap in May 2018. Loan servicing firm. Its focus areas include Services for Investment Industry.
Company details
Pinnacle Financial Group was founded in 1990 in Cleveland, United States, as a loan servicing firm. Operations focus on managing loan portfolios for clients in the financial sector. Services encompass administrative tasks such as payment processing, compliance monitoring, and borrower communications. The company is led by co-founders Brock Walter and James E. Leonard, both serving as principals. Geographic emphasis remains on the U.S. market.
- Headquarters Cleveland, United States
- Founders Brock Walter, James E Leonard
- Stage Acquired
- SectorsFinancial Services
- Phone•••• ••••
- Website pinnaclefinancialgroup.com
- Social LinkedIn
- Acquired by Marcus& Millichap (May 2018)
- Investors
- Acquired byMarcus& Millichap
(May 2018)
Investors in Pinnacle Financial Group
Pinnacle Financial Group has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Marcus& Millichap.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Real Estate Investment trust providing investment brokerage services. | 1971 | marcusmillichap.com | Reno, United States |
Investor details for Pinnacle Financial Group
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People of Pinnacle Financial Group
2 people are tracked at Pinnacle Financial Group (2 in leadership).
| Name | Role | Group |
|---|---|---|
Brock Walter | Co-Founder & Principal | Leadership |
James E Leonard | Co-Founder & Principal | Leadership |
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Timeline of Pinnacle Financial Group
2 dated milestones of Pinnacle Financial Group across 28 years, from founding to its latest funding, stage changes and deals.
- Founded Pinnacle Financial Group is founded.
- Exit Acquired by Marcus& Millichap.
Top companies in Investment & Wealth Tech
3 companies that operate in the same segment as Pinnacle Financial Group (Investment & Wealth Tech) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Cloud-based website builder tool | 2003 | New York, New York, United States | USD 591.5 M | USD 16.79 M | 2,161 | |
Alternative investment platform for startups and investors is operated. | 2010 | San Francisco, California, United States | USD 100 M | 523 | ||
Web3 infrastructure solutions are offered via a blockchain platform. | 2021 | Palo Alto, California, United States | USD 336 M | 186 |
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Related news about Pinnacle Financial Group
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Frequently Asked Questions about Pinnacle Financial Group
Pinnacle Financial Group was founded in 1990.
Pinnacle Financial Group is headquartered in Cleveland, United States. It is registered at Cleveland, Ohio, United States.
Pinnacle Financial Group was founded in 1990 in Cleveland, United States, as a loan servicing firm. Operations focus on managing loan portfolios for clients in the financial sector. Services encompass administrative tasks such as payment processing, compliance monitoring, and borrower communications. The company is led by co-founders Brock Walter and James E. Leonard, both serving as principals. Geographic emphasis remains on the U.S. market.
Pinnacle Financial Group has 1 investor. Key investors include Marcus& Millichap.
Yes. Pinnacle Financial Group was acquired by Marcus& Millichap in May 2018.