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PINE Advisor Solutions competitors & alternatives
The 12 closest competitors and alternatives to PINE Advisor Solutions among asset management companies — ranked by similarity to what PINE Advisor Solutions actually does, not by market-cap band.
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About PINE Advisor Solutions
PINE Advisor Solutions provides outsourced compliance, CFO, fund officer, and distribution services for asset managers. Headquartered in Denver, CO, the company helps asset managers simplify complex compliance, accounting, and operations to focus on growth across registered funds and ETFs.
PINE Advisor Solutions at a glance
PINE Advisor Solutions is an asset management company. Xcout tracks 22 named people at PINE Advisor Solutions, including Sue Moscaritolo (Chief Compliance Officer). Xcout recorded 4 job postings from PINE Advisor Solutions in the last 90 days.
PINE Advisor Solutions leadership
- Sue MoscaritoloChief Compliance Officer
- Derek MullinsFounder & Managing Partner
- J.B. BlueFounder & Managing Partner
- Jake SundlingHead of Chief Financial Officer Services, Closed-End
- Stephanie MinsonHead of Chief Financial Officer Services, Open-End
- Cory GossardHead of Fund Chief Compliance Officer Services
16 more named people on record for PINE Advisor Solutions, with roles, board committees and tenure — see the full roster →
Hiring at PINE Advisor Solutions
Xcout recorded 4 job postings from PINE Advisor Solutions in the last 90 days, from a hiring record Xcout has kept since June 2026.
The weekly hiring trend, the roles and locations behind it — see PINE Advisor Solutions's hiring signals →
Recent PINE Advisor Solutions news
Top 12 PINE Advisor Solutions competitors
Ranked by semantic similarity — how close each company is to PINE Advisor Solutions by what it does, using Xcout's live company graph. Click any company for its full profile, or its competitor set.
Similar asset management company
Horizon Investments provides goals-based investment management solutions, mutual funds, ETFs, and customized separately managed accounts for financial advisors. The company also offers outsourced CIO consulting, practice management services, and software tools designed to help advisors scale their practices and guide clients toward financial objectives.
Similar asset management company
Purpose Investments is an asset management company that offers a range of financial products, including ETFs, mutual funds, and separately managed accounts. It provides investors and clients with diversified fixed income strategies, cash alternatives, equities, and private asset solutions.
Similar asset management company
Pathstone is an independent, partner-owned advisory firm and SEC-registered investment adviser that provides wealth management and family office services. It serves ultra-high-net-worth individuals, families, family offices, foundations, endowments, and mission-driven institutions by offering strategic financial planning, investment management, tax strategy, estate planning, and philanthropic services.
Similar asset management company
IQ-EQ is a financial services company headquartered in Luxembourg. It provides a range of funds, institutional, and private wealth services, with a significant and growing team in the U.S.
Similar asset management company
Alpha Architect Corp. is an asset management firm that offers active exchange-traded funds (ETFs) and investment solutions for financial professionals and investors. The company also provides investment research, educational resources, and services to help clients launch their own ETFs.
Similar asset management company
WisdomTree, Inc., an investment firm operating through its subsidiaries, primarily functions as a sponsor and manager of exchange-traded funds (ETFs). These ETFs span a diverse range of asset classes, including equities, currencies, fixed income, and alternative investments. Beyond fund management, the company extends its reach by licensing its unique, fundamentally weighted indexes to external entities for use in their own bespoke financial products. It also facilitates the integration of WisdomTree ETFs into 401(k) retirement plans through a dedicated platform. Additionally, WisdomTree provides specialized investment advisory services. Established in 1985, the company maintains its headquarters in New York, New York.
Similar asset management company
Focus Financial Partners is a wealth-management partnership that provides capital, operational support, and business resources to independent registered investment advisors and other financial advisory firms. Its partner firms serve individuals, families, institutions, and businesses with investment management, financial planning, and related advisory services.
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Family Office of America, Inc. specializes in delivering a broad spectrum of services designed for family offices. Their expertise spans accounting and tax strategy, comprehensive wealth and asset administration, meticulous estate planning, robust asset protection, insurance guidance, and sophisticated investment banking support. Previously operating as Qualis Innovations, Inc., the organization officially adopted its current name, Family Office of America, Inc., in December 2024. The company's main operational hub is situated in Centennial, Colorado.
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Similar asset management company
Osaic is one of the United States' largest providers of wealth management solutions, supporting a service-driven community of financial professionals from its headquarters in Scottsdale, Arizona.
Similar asset management company
Parametric, also known as Parametric Portfolio Associates LLC, is an investment advisor registered with the US Securities and Exchange Commission. Headquartered in Seattle, Washington, the company specializes in providing custom and systematic investment strategies within the financial services industry.
Similar asset management company
AssetMark provides a wealth management platform and outsourced services designed for independent financial advisors, RIA firms, and enterprises. The company offers technology solutions for portfolio construction, investment management, tax management, and administrative support to help advisors scale their practices and serve their clients.
Similar asset management company
Binah Capital Group, Inc. (BCG), along with its associated companies, is active in the wealth management sector. The firm furnishes financial advisors with comprehensive execution capabilities for a broad spectrum of investments, including equities, fixed-income securities, exchange-traded funds (ETFs), and options. Furthermore, it supplies essential support services to these advisors, encompassing research, regulatory compliance, supervisory guidance, and accounting. BCG's product portfolio also features mutual funds and various insurance solutions, in addition to specialized alternative investments like non-traded real estate investment trusts (REITs), unit trusts, and both fixed and variable annuities. Established in 2016, Binah Capital Group maintains its corporate headquarters in Albany, New York, and operates as a subsidiary of MHC Securities, LLC.
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