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Wealthfront
Wealthfront integrates investing and saving products to help young professionals build long-term wealth in any market condition. Through software, we deliver high-yield savings through partner banks, diversified ETF and bond ETF investing, zero-commission stock investing, and low-cost loans to help both sophisticated and new investors learn, lower costs, and grow wealth. To learn more please visit www.wealthfront.com or download the app on the App Store or Google Play. Disclosures: https://bit.ly/3NFsXzg wlthfrnt.co/m/linkinbio
Palo Alto, California, US
Private
$64.5M Revenue
https://www.wealthfront.com/
447 Employees
SmartAsset
SmartAsset is an online destination for consumer-focused financial information and advice, whose mission is to help people make smart financial decisions, reaching over an estimated 59 million people each month (as of January 2025) through our educational content and personalized calculators and tools. To extend our mission, we also operate the SmartAsset Advisor Marketing Platform (AMP), which helps connect consumers with fiduciary financial advisors.
New York, New York, US
Private
$53.1M Revenue
https://smartasset.com/
285 Employees
Pinnacle Investments, LLC
Pinnacle Investments is a fiduciary-focused financial services firm serving Syracuse and Central New York. We help individuals, families, and businesses pursue long-term financial confidence through fee-based investment management, brokerage accounts, financial planning, insurance and annuities, and workplace retirement solutions. Our advisors take a personalized approach rooted in relationships, thoughtful guidance, and strategies aligned with each client’s goals, risk tolerance, and stage of life. Whether you are planning for retirement, managing wealth, protecting your family, preparing for major life transitions, or evaluating benefits for your business, Pinnacle provides experienced guidance designed to help you build, manage, and protect your financial future with clarity, care, and your long-term priorities at the center of every recommendation. Security and advisory services offered through Pinnacle Investments, LLC member FINRA/SIPC. Full list of disclosures can be found on our website.
East Syracuse, New York, US
Private
https://pinnacleinvestments.com/
59 Employees

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