Pinecone provides a suite of resources for Independent Financial Advisors looking to grow their business through Best in Class Business Building Guidelines, Standardized Operating Procedures, Guidance to Ensure Sales Success, and a Technology Toolkit that provides a premade, configured, and ready to use system for our users to centralize the information of their business.
| Website | http://gopinecone.com |
| Employees | 7 (4 on RocketReach) |
| Founded | 2019 |
| Address | 11555 N Meridian St, Carmel, Indiana 46032, US |
| Phone | +1 317-564-4691 |
| Industry | Financial Services |
| Keywords | Client Acquisition, Business Growth, Business Development, Advisor Resources, Best Practices, Sales Success, Practice Management, Advisory Services, Financial Technology, Wealth Management, Investment Strategies, Compliance Solutions, Financial Planning, Retirement Planning, Risk Management |
| Competitors | GitHub, Elastic, Open||Source||Data Podcast, Weaviate, Qdrant, Chroma, The Milvus Project +23 more (view full list) |
Looking for a particular Pinecone employee's phone or email?
James Dombro is the Co-Founder and Chief Development Officer (CDO) of Pinecone.
4 people are employed at Pinecone.
Pinecone is based in Carmel, Indiana.