About Summit Brokerage
Summit Brokerage is a publicly listed company based in Boca Raton (United States) founded in 1993. Brokerage services are provided to financial advisors by Summit. Its chief executive, as recorded, is Marshall Leeds.
Company details
Summit Brokerage Services was established in 1993 and is headquartered in Boca Raton, Florida, United States. Brokerage services are offered by the firm within the financial sector, supporting financial advisors through its operations. As a wholly-owned subsidiary of Summit Financial Services Group, ownership is distributed among employees, financial advisors, and public shareholders. The company focuses on brokerage functions in the U.S. market.
- Headquarters Boca Raton, United States
- Stage Public
- Email••••••••
- Phone•••• ••••
- Website summitbrokerage.com
- Social LinkedIn X Facebook
- Latest Funding Round$26.8K (USD), Unspecified
May 2014
Funding Insights of Summit Brokerage
- Total Rounds 1
- Last Round Unspecified — $26,800
- First Round $26,800
(May 2014)
All 1 funding rounds of Summit Brokerage with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| May 2014 | $26,800 | Unspecified | – | – | – |
People of Summit Brokerage
1 people are tracked at Summit Brokerage (1 in leadership).
| Name | Role | Group |
|---|---|---|
Marshall Leeds | President & CEO | Leadership |
Complete people profiles for Summit Brokerage
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of Summit Brokerage
3 dated milestones of Summit Brokerage across 22 years, from founding to its latest funding, stage changes and deals.
- Founded Summit Brokerage is founded.
- Funding First funding round of $27K.
- IPO Lists on the stock exchange (IPO).
Web traffic of Summit Brokerage
Websites that share an audience with Summit Brokerage (summitbrokerage.com).
Websites whose visitors overlap most with Summit Brokerage. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| summitfinancial.com | 100% | #3,577,363 | View details | ||
| sagepointfinancial.com | 99% | 1.1K | #12,574,667 | View details | |
| nextfinancial.com | 99% | View details | |||
rhoadslucca.com | rhoadslucca.com | 99% | – | ||
curian.com | curian.com | 68% | – | ||
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 8 similar websites and full traffic analytics for Summit Brokerage
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 8 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
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Frequently Asked Questions about Summit Brokerage
Summit Brokerage was founded in 1993 and raised its 1st funding round 21 years after it was founded.
Summit Brokerage is headquartered in Boca Raton, United States. It is registered at Boca Raton, Florida, United States.
Marshall Leeds is the CEO of Summit Brokerage, as recorded in our data.
Summit Brokerage Services was established in 1993 and is headquartered in Boca Raton, Florida, United States. Brokerage services are offered by the firm within the financial sector, supporting financial advisors through its operations. As a wholly-owned subsidiary of Summit Financial Services Group, ownership is distributed among employees, financial advisors, and public shareholders. The company focuses on brokerage functions in the U.S. market.