Davinta Competitors

All at the same table. All on your side. At Pinnacle, we pride ourselves on being more than just financial advisors. We are your collaborators in precision and your trusted delegates on the path to comprehensive wealth management. We illuminate the complexities of financial planning, guiding you through every step. In coordination with professionals, we fuse our strengths to meet your unique financial needs. As our valued client, you are at the heart of our commitment. Your finances are not simply a footnote in reaching a final destination, but a valuable component in the story of your life. We’re here to help you embrace and achieve each milestone together. Let us help you worry-free planning for a secure tomorrow with services including: - Wealth Management - Trust Management - Corporate Trusts - Company Retirement Plans - Wealth Collaboration - Institutional Investing Reach out to learn more about Pinnacle Advisors or explore our website at: https://www.pinnacleadvisors.com Pinnacle is a fee-only Wealth Management firm working with affluent individuals, business owners and their families. Pinnacle sells no products and receives no income from any third party. Pinnacle is an SEC Registered Investment Adviser, which legally makes Pinnacle a FIDUCIARY to its clients under both state and federal law.

Orbit Capital is a growth-stage investor, deploying capital through venture debt and growth equity vehicles. The firm backs emerging stars in the CEE and DACH regions that have reached the scale-up phase and are aiming for global expansion. Its Growth Debt strategy provides flexible, founder-friendly capital designed to protect ownership structures while accelerating international expansion. We invest €3-15 million per deal in companies boasting an ARR of €3 million. Orbit Capital's portfolio includes category leaders and unicorns such as Preply, Booksy, MEWS, Rohlik, CloudTalk, ThreatMark, Boataround, and Jutro Medical.

Horizon Wealth Management understands that wealth management is a lifelong process. Regardless of the financial stage of life you are in, we are here for you. As an independent firm, we specialize in creating investment strategies designed around you and your family's specific needs. We will provide you objective and unbiased guidance. Horizon Team: Gary Smith, CFP® - Leslie Hornback, CDFA®,PPC® - Andrew Atchison, RICP® - Sandy McLeod, LPL Registered Sales Assistant The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: AL, AZ, CA, FL, GA, IL, IN, KY, MN, MO, NE, NJ, OH, PA, SC, TN, TX, VA, WA Financial Planning offered through Horizon Wealth Management, LLC, a Registered Investment Advisor and a separate entity from LPL Financial. Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member SIPC, www.sipc.org. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.