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Overview
Pinion is a Montana-based wealth planning and business advisory firm that offers accounting, tax, audit, and consulting services to individuals and businesses, along with investment advisory and insurance products through Avantax. The firm works with a team of certified public accountants and business advisors to provide personalized, solutions-driven guidance aimed at helping clients make sound financial decisions. With more than six decades in Montana and offices in Billings, Bozeman, Butte, Great Falls, Helena, Missoula, and Havre, Pinion emphasizes relationships, local presence, and a client-focused, team-based approach to service. The company partners with Avantax to provide investment planning and related financial services, while maintaining independence from Avantax. Its goal is to protect client resources and help them seize opportunities through trusted, straightforward advice tailored to each client’s needs.
About Pinion
Industries
Consulting
Financial Services
Company Size
51-200
Company Stage
N/A
Total Funding
N/A
Headquarters
Billings, Montana
Founded
N/A
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Simplify's Take
What believers are saying
- Pinion and MyAgData partnered in August 2026, accelerating USDA acreage-reporting adoption.
- ifac joined Pinion Global Network in June 2026, expanding cross-border referral reach.
- Pinion added TCA and Gifford & Cox in 2026, widening clients and geography.
What critics are saying
- Big Four and regional firms can commoditize tax and bookkeeping; pricing pressure hits 2026 margins.
- Pinion's merger-heavy strategy risks integration drag across Montana, Kansas, and international network partners.
- If agriculture spending weakens in 2027, Pinion's niche concentration becomes an existential revenue shock.
What makes Pinion unique
- Pinion built a food-and-agriculture advisory niche, now spanning U.S., Ireland, Australia, and South Africa.
- Its 2026 TCA merger adds rural broadband and telecom consulting beyond traditional CPA services.
- MyAgData integration gives Pinion a compliance workflow competitors still handle manually.
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Company News
Pinion Global, one of the nation’s largest midsize accounting partnerships, is betting that artificial intelligence (AI) can do more than crunch numbers. In March, the Denver-based firm added Adaptive AI, a platform that automates data capture and basic bookkeeping, to its technology stack after a monthslong security review, principal Bill Mills said. “The tool is exactly what we’re looking for, which is taking the human element out of the transactional process,” Mills told PYMNTS. By letting algorithms post invoices and reconcile ledgers, Pinion expects to free staff accountants to spend more time interpreting results and advising clients. Early returns have impressed one hard-to-please constituency: home builders and construction contractors. Preparing loan-draw packages for banks “has historically been a paper-driven bane for everyone involved,” Mills said
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About Pinion
Industries
Consulting
Financial Services
Company Size
51-200
Company Stage
N/A
Total Funding
N/A
Headquarters
Billings, Montana
Founded
N/A
There are no jobs for Pinion right now.
Find jobs on Simplify and start your career today