Peak Capital Management - Crunchbase Company Profile & Funding

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Overview

Peak Capital Management

Heat Score

44

Company Performance Metrics

Score

Trend

About These Metrics

AI Content may contain mistakes and is not legal, financial or investment advice.

Growth Score - The measure of growth based on company activity, operational metrics, and investments

Growth Trend - The change in the growth score over the given time period

Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity

Heat Trend - The change in the heat score over the given time period

See more interactive data and historical milestones on desktop for the best experience

About Peak Capital Management

CB Rank

1486051

Peak Capital Management develops disciplined, rules-based investment strategies designed to evaluate risk.

Acquired by

Shepherd Kaplan Krochuk

Founded

obfuscation

Private

Greenwood Village, Colorado, United States

www.pcmstrategies.com/

Financial Services

Key People

Pete DiLorenzo: Chief Information Security Officer

Details

Operating Status

Active

Company Type

For Profit

About the Company

PCM develops disciplined, rules-based investment strategies designed to evaluate risk on a daily basis and adapt accordingly. PCM also advises high net worth families, pension and profit sharing plans, charitable organizations, and third-party advisors through portfolio management, research, and outsourced chief investment officer capabilities.

Phone Number

720-361-4019

Contact Email

info@pcmstrategies.com

Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

PCM Proprietary Investment Strategies

A suite of research-driven, rules-based investment strategies that dynamically allocate assets to optimize risk and opportunity.

Advisor Coaching Services

Coaching and business development support for financial professionals to enhance their advisory practices and client outcomes.

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Financials

M&A Details

Peak Capital Management

was acquired by

Shepherd Kaplan Krochuk

on

obfuscation

.

Transaction Name

Peak Capital Management acquired by Shepherd Kaplan Krochuk

Acquired by

Shepherd Kaplan Krochuk

Announced Date

obfuscation

Market Intelligence

People

View Profiles & Contacts

Headcount

Employee Profiles

Contacts

Employee Profiles

Pete DiLorenzo Chief Information Security Officer

News

Technology

View Tech Report

IT Spend

$44.7K

This year,

Peak Capital Management

is projected to spend

on IT, according to Aberdeen.

Interest Signals

Topic	Surge Score
HR Professional Development	75

Actively Used Products

13

Peak Capital Management

uses

13

technology products and services including

,

Amazon Route 53

, and

Google Compute Engine

, according to G2 Stack.

Active Website Tech Count

13

Peak Capital Management

is actively using

13

technologies for its website, according to BuiltWith. These include

,

Apple Mobile Web Clips Icon

, and

.

Lists Featuring This Company

Lists Featuring This Company

Western US Acquired Companies With Fewer Than 50 Employees

7,297 Number of Organizations • $57.7B Total Funding Amount • 11,564 Number of Investors

United States Financial Services Acquired Companies

3,537 Number of Organizations • $176.6B Total Funding Amount • 3,861 Number of Investors

Greater Denver Area Acquired Companies With Fewer Than 1000 Employees

1,014 Number of Organizations • $25.8B Total Funding Amount • 1,003 Number of Investors

Financial Services Acquired Companies With Fewer Than 10 Employees

1,168 Number of Organizations • $4.2B Total Funding Amount • 732 Number of Investors

Sub-Organizations

Frequently Asked Questions

Where is

Peak Capital Management

's headquarters?

Peak Capital Management

is located in

Greenwood Village, Colorado, United States

.

Who are

Peak Capital Management

's competitors? Alternatives and possible competitors to

Peak Capital Management

may include

,

J.P. Morgan Asset Management

, and

.