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
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- 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™.
Support for advisors to enhance client financial experiences.
Comprehensive planning solutions for clients' financial freedom goals.
Integrated platform offering resources and innovative financial technology.
People of Summit Financial
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Funding Insights of Summit Financial
Detailed funding history for Summit Financial
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Investments & Acquisitions by Summit Financial
Summit Financial has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Midway Wealth Partners.
Investment portfolio details for Summit Financial
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Financial planning, investment management, and retirement planning services are provided.
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Complete acquisition details for Summit Financial
Transaction dates, acquired stakes, disclosed values, domains, and locations require an active premium plan.
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Financial Statements - Summit Financial
Detailed financials for Summit Financial
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Summit Financial Comparisons
Peer comparison for Summit Financial
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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.
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Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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Global banking, investment, and wealth management services are offered worldwide.
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Wealth management, investment advisory, and financial services are provided.
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Asset management and investment advisory services are provided to clients.
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Wealth management solutions are delivered for asset managers.
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Platform offering business intelligence solutions that combine data and actionable analytics for clients
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Detailed competitors of Summit Financial
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Latest news on Summit Financial
Complete news archive for Summit Financial
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Frequently Asked Questions about Summit Financial
Summit Financial was founded in 2018.
Summit Financial is headquartered in Parsippany, United States. It is registered at Parsippany, New Jersey, United States.
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.
Summit Financial's top competitors include Fidelity Investments, Investec and S&P Global.
Summit Financial offers Advisor Solutions, Client Solutions, and SummitVantage™.
Summit Financial has made 1 acquisition, including Midway Wealth Partners.