About Summit Advisor Solutions
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.
- Headquarter Dallas, United States
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Sectors
Business Services
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Phone
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Website
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Social
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
- Investors
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Employee Count
Employee Count
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Acquired by
FolioDynamix
(Nov 02, 2016)
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Funding Insights of Summit Advisor Solutions
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in Summit Advisor Solutions
Summit Advisor Solutions has secured backing from 1 investor. Prominent investors backing the company include FolioDynamix. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
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Wealth management technology and research are provided to financial firms.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by Summit Advisor Solutions
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Summit Advisor Solutions
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Summit Advisor Solutions Comparisons
Competitors of Summit Advisor Solutions
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Frequently Asked Questions about Summit Advisor Solutions
When was Summit Advisor Solutions founded?
Summit Advisor Solutions was founded in 2001.
Where is Summit Advisor Solutions located?
Summit Advisor Solutions is headquartered in Dallas, United States. It is registered at Dallas, Texas, United States.
What does Summit Advisor Solutions do?
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.
Who are Summit Advisor Solutions's investors?
Summit Advisor Solutions has 1 investor. Key investors include FolioDynamix.
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