Althea Global Competitors

VantagePoint is a finance transformation consultancy built by people who've done finance. We help CFOs, controllers, and finance leaders turn overstretched finance functions into lean, automated teams that close faster, report cleaner, and lead with confidence. We never automate a mess. Process first, tech second. And we don't leave until the numbers prove it worked. Our team are finance practitioners. We've been in the seat. We know what breaks, we know why, and we know how to fix it.

Pinnacle Advisory Group is a private wealth management firm, founded in 1993 and headquartered in Columbia, Maryland, with additional offices in Naples and Miami, Florida. We work with more than 1100 families and manage over $1.8 billion in assets for clients in the mid-Atlantic region, Florida and around the world. We serve as your family’s personal Chief Financial Officer, and ensure your overall financial goals are met in a responsible way, through the combination of comprehensive financial planning and active portfolio management. Our team has a single mission: to help you live the life you’ve worked so hard to enjoy. When we take on new clients, they become part of our extended family, and in the past two decades, we’ve developed multi-generational relationships with many of them. Those we work with include successful professionals, corporate executives, business owners, entrepreneurs, and individuals and families with substantial and complex assets. Our clients’ investable assets typically exceed $1.5 million, but our present minimum for new clients is $500,000. We are strictly fee based and receive no commissions.