The Pinnacle Group
The Pinnacle Group
The Pinnacle Group (Pinnacle Insurance & Financial Services) builds creative insurance and annuity solutions for RIAs, broker-dealers, banks and credit unions, and highly successful advisors. Guided by a simple belief — “services are a commodity; partnership is rare” — Pinnacle works as an extension of the firms it serves, designing customized strategies that extend their offerings, deepen client relationships, and elevate their brand.
Insights from

Ed Morales
Chief Marketing & Innovation Officer


How The Pinnacle Group turns insurance data into a flexible advantage for RIAs
The Pinnacle Group partners with Milemarker to normalize and deliver insurance and annuity data into its RIA clients' workflows — gaining the flexibility to serve advisors their way, and to keep enhancing how that data is delivered.
Our advisors don't want another vendor — they want a partner who makes them look better to their clients. Milemarker gives us the data infrastructure to do exactly that with insurance: connected, current, and delivered right where advisors already work.
- Ed Morales
/ Chief Marketing & Innovation Officer
The Challenge
Insurance data is fragmented, carrier-specific, and hard to put where advisors actually work.
To serve RIAs well, Pinnacle has to deliver insurance and annuity information into the systems advisors use every day. But that data lives across many carriers and formats, each with its own structure. Assembling it by hand is slow and brittle — and it limits how quickly Pinnacle can extend new offerings or tailor delivery to each firm.



The Partnership
Milemarker became the data layer underneath Pinnacle's insurance solutions.
Milemarker normalizes Pinnacle's insurance and annuity data into a single connected layer and delivers it into each RIA's stack — without rebuilding the plumbing for every firm. That gives Pinnacle the flexibility to serve advisors their way, launch new solutions faster, and keep enhancing delivery as needs evolve. It's a partnership built on shared values: both firms believe services are a commodity and real partnership is rare — and that the best solutions integrate seamlessly with the client's brand instead of forcing them onto a rigid platform.
The Results
With Milemarker as its data infrastructure, Pinnacle serves its RIA clients with more flexibility and a delivery model it can keep improving.
Insurance and annuity data unified into one connected, normalized layer
Flexibility to serve each RIA the way that firm wants to work
A faster path to launch and enhance new insurance solutions
A scalable foundation that's ready for AI and future delivery
A true partnership rooted in shared values — not a vendor relationship
Milemarker sees the world the way we do. They're not selling us a product and disappearing — they're building alongside us. That partnership is what lets us keep raising the bar on how we serve RIAs.
- Ed Morales
/ Chief Marketing & Innovation Officer


