About Us

Pete Galloway, President

A lifelong entrepreneur, Pete has founded and scaled multiple businesses, successfully exiting to a NASDAQ-traded company where he went on to serve as President of U.S. Operations. Today, he brings that experience and passion for innovation to ClientGen, ensuring our platform delivers lasting value and growth opportunities for advisors and firms nationwide.

The Pinnacle Group

Founded in 2007, The Pinnacle Group is a strategic sales and marketing firm specializing in revenue growth for the financial services industry that partners with more than 65 broker dealers and IRA’s and represents over 40,000 financial advisors. Consistently ranked by Inc. Magazine among the fastest growing companies in the U.S.

ClientGen, LLC is an independent subsidiary of The Pinnacle Group.