About Summit Advisor Solutions
Summit Advisor Solutions is a Business Services company based in Dallas (United States) founded in 2001, and was acquired by FolioDynamix in November 2016. Financial advisory services are provided to clients nationwide. Its focus areas include Financial Services and Finance & Accounting Services.
Company details
Summit Advisor Solutions was established in 2001 and is headquartered in Dallas, United States. Operations center on the delivery of financial advisory services within the financial sector. Guidance is offered on investment strategies, portfolio management, and compliance matters for businesses and individuals. The company maintains a focus on U.S.-based clients, with services tailored to varying financial needs across different market segments.
- Headquarters Dallas, United States
- Stage Acquired
- SectorsBusiness Services
- Website summitadvisorsolutions.com
- Social LinkedIn
- Acquired by FolioDynamix (Nov 2016)
- Investors
- Acquired byFolioDynamix
(Nov 2016)
Investors in Summit Advisor Solutions
Summit Advisor Solutions has secured backing from 1 investor. Prominent investors backing the company include FolioDynamix.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Wealth management technology and research are provided to financial firms. | 2007 | foliodynamix.com | New York, United States |
Investor details for Summit Advisor Solutions
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Timeline of Summit Advisor Solutions
2 dated milestones of Summit Advisor Solutions across 15 years, from founding to its latest funding, stage changes and deals.
- Founded Summit Advisor Solutions is founded.
- Exit Acquired by FolioDynamix.
Top companies in Finance & Accounting Services
3 companies that operate in the same segment as Summit Advisor Solutions (Finance & Accounting Services) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Software-based tax filing services for individuals and small businesses | 1955 | Kansas City, Missouri, United States | USD 3.95 B | 70,100 | ||
Business advisory, finance, and accounting services are provided to clients. | 1910 | Anchorage, Alaska, United States | USD 54.77 M | 2,097 | ||
Tax consulting services are provided to clients by Ryan. | 1991 | Dallas, Texas, United States | USD 317 M | USD 14.03 M | 1,111 |
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Frequently Asked Questions about Summit Advisor Solutions
Summit Advisor Solutions was founded in 2001.
Summit Advisor Solutions is headquartered in Dallas, United States. It is registered at Dallas, Texas, United States.
Summit Advisor Solutions was established in 2001 and is headquartered in Dallas, United States. Operations center on the delivery of financial advisory services within the financial sector. Guidance is offered on investment strategies, portfolio management, and compliance matters for businesses and individuals. The company maintains a focus on U.S.-based clients, with services tailored to varying financial needs across different market segments.
Summit Advisor Solutions has 1 investor. Key investors include FolioDynamix.
Yes. Summit Advisor Solutions was acquired by FolioDynamix in November 2016.