About Summit Financial
Summit Financial is a company based in Parsippany (United States) founded in 2018. It operates as a Professional Services, and Managed Services. Summit Financial has completed 1 acquisition, including Midway Wealth Partners. Summit Financial offers products and services including Advisor Solutions, Client Solutions, and SummitVantage™. Summit Financial operates in a competitive market with competitors including Fidelity Investments, Investec, Morgan Stanley, Guggenheim Partners and FNZ, among others.
- Headquarter Parsippany, United States
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Sectors
Financial Services
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Phone
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Website
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Social
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- Legal Name Summit Financial, Llc
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
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Investors
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Employee Count
Employee Count
- Investments & Acquisitions
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Products & Services of Summit Financial
Summit Financial offers a comprehensive portfolio of products and services, including Advisor Solutions, Client Solutions, and SummitVantage™. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Support for advisors to enhance client financial experiences.
Comprehensive planning solutions for clients' financial freedom goals.
Integrated platform offering resources and innovative financial technology.
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Funding Insights of Summit Financial
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| 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 |
Investments & Acquisitions by Summit Financial
Summit Financial has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Midway Wealth Partners. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.
| 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 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Financial planning, investment management, and retirement planning services are provided.
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2020 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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OVO is recognized as a smart digital payment application.
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2017 | ||||
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Bionic investment advisor platform
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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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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 |
Financial Statements - Summit Financial
| 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 Financial Comparisons
Competitors of Summit Financial
Summit Financial operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Fidelity Investments, Investec, Morgan Stanley, Guggenheim Partners and FNZ, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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| domain | founded_year | HQ Location |
Global banking, investment, and wealth management services are offered worldwide.
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| domain | founded_year | HQ Location |
Wealth management, investment advisory, and financial services are provided.
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| domain | founded_year | HQ Location |
Asset management and investment advisory services are provided to clients.
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| domain | founded_year | HQ Location |
Wealth management solutions are delivered for asset managers.
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| domain | founded_year | HQ Location |
Platform offering business intelligence solutions that combine data and actionable analytics for clients
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| 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 Financial
When was Summit Financial founded?
Summit Financial was founded in 2018.
Where is Summit Financial located?
Summit Financial is headquartered in Parsippany, United States. It is registered at Parsippany, New Jersey, United States.
What does Summit Financial do?
Summit Financial is established as a preeminent investment advisory firm with a legacy spanning nearly four decades. The firm is dedicated to supporting financial advisors in elevating their businesses through comprehensive resources and innovative technology like SummitVantage. Services are provided to both advisors and clients, focusing on holistic financial planning and objective advice. The company operates in the wealth management sector, offering solutions to achieve financial freedom and optimize enterprise value for advisor partners. Growth is facilitated through unique partnership models like Summit Growth Partners, ensuring robust client experiences across a national scale.
Who are the top competitors of Summit Financial?
Summit Financial's top competitors include Fidelity Investments, Investec and S&P Global.
What products or services does Summit Financial offer?
Summit Financial offers Advisor Solutions, Client Solutions, and SummitVantage™.
How many acquisitions has Summit Financial made?
Summit Financial has made 1 acquisition, including Midway Wealth Partners.