About Summit Capital
Summit Capital is a Financial Services company based in Seattle (United States) founded in 1996, and was acquired by Merriman in April 2016. Diversified investment management is handled across multiple asset classes. Its focus areas include Asset Management and Diversified. Its competitors include Fidelity Investments, Morgan Stanley and Northwestern Mutual; 1 of its 3 listed competitors has raised funding.
Company details
Summit Capital was established in 1996 in Seattle, United States. Operations focus on the financial sector, where diversified investment management is provided to clients. Services encompass portfolio management, asset allocation, and advisory support across equities, fixed income, and alternative investments. The firm maintains its headquarters in Seattle, serving institutional and individual investors primarily within the United States.
- Headquarters Seattle, United States
- Stage Acquired
- SectorsFinancial Services
- Website summitcapital.com
- Social LinkedIn X
- Acquired by Merriman (Apr 2016)
Investors in Summit Capital
Summit Capital has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Merriman.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Provides wealth management, asset advisory, and business planning for clients. | 1983 | merriman.com | Seattle, United States |
Investor details for Summit Capital
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- Complete investor list
- Round participation
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Timeline of Summit Capital
2 dated milestones of Summit Capital across 20 years, from founding to its latest funding, stage changes and deals.
- Founded Summit Capital is founded.
- Exit Acquired by Merriman.
Competitors of Summit Capital
Summit Capital has 3 listed competitors in our database, 1 of them funded. They include Fidelity Investments, Morgan Stanley and Northwestern Mutual.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. | ||
| northwesternmutual.com | 1857 | Milwaukee, United States | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. |
Detailed competitors of Summit Capital
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- Full competitor set
- Operating metrics
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- Competitive positioning
Verified entity values are shown only after access is granted.
Top companies in Asset Management
3 companies that operate in the same segment as Summit Capital (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Frequently Asked Questions about Summit Capital
Summit Capital was founded in 1996.
Summit Capital is headquartered in Seattle, United States. It is registered at Seattle, Washington, United States.
Summit Capital was established in 1996 in Seattle, United States. Operations focus on the financial sector, where diversified investment management is provided to clients. Services encompass portfolio management, asset allocation, and advisory support across equities, fixed income, and alternative investments. The firm maintains its headquarters in Seattle, serving institutional and individual investors primarily within the United States.
Summit Capital's top competitors include Fidelity Investments, Northwestern Mutual and Morgan Stanley.
Summit Capital has 1 investor. Key investors include Merriman.
Yes. Summit Capital was acquired by Merriman in April 2016.