About Summit Financial
Summit Financial is a Financial Services company based in Parsippany (United States) founded in 2018. Summit Financial is recognized as a leading investment advisory firm. It operates on a Professional Services and Managed Services model. Summit Financial has completed 1 acquisition, including Midway Wealth Partners. Summit Financial offers products and services including Advisor Solutions, Client Solutions, and SummitVantageâ„¢. Its focus areas include Financials, Investment Management and Wealth Management. Its legal entity is SUMMIT FINANCIAL, LLC. Its competitors include Fidelity Investments, Morgan Stanley and Guggenheim Partners; 2 of its 3 listed competitors have raised funding.
Company details
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.
- Headquarters Parsippany, United States
- SectorsFinancial Services
- Phone•••• ••••
- Website summitfinancial.com
- Social X
- Legal Name Summit Financial, Llc
- Investments & Acquisitions
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
45 people are tracked at Summit Financial (18 in leadership, 27 in team).
| Name | Role | Group |
|---|---|---|
Mara Stempler | CFO | Leadership |
David Porro | Director of Insurance | Leadership |
Barbara Hawkesworth | Chief Legal Officer | Leadership |
Steve Pfundstein | CTO | Leadership |
Noreen Brown | Co-chief Investment Officer | Leadership |
Keith Soltis | CO-General Agent, Managing Director | Leadership |
Brandon Smith | Director of Integrated Planning Group | Leadership |
Marlene del Carpio | Assistant Director Of Operations | Leadership |
Michael Bremer | COO | Leadership |
Ed Friedman | Director of Growth & Business Development | Leadership |
Stan Gregor | CEO | Leadership |
Diane Taylor | Director Of Financial Planning | Leadership |
Keith Soltis Chfc, Cltc | Managing Partner / Director Of Wealth Management President Of Summit Risk Management | Leadership |
Joseph Rowek | Vice President | Leadership |
Steve Lieberman | President And CEO Of The Private Client Group ~ Wealth Management, LLC | Leadership |
Barbara Matin Hawkesworth | Chief Legal Officer | Leadership |
Steven Weinman | President | Leadership |
Steven Melnick | Deputy Chief Investment Officer | Leadership |
Betty Infantes | Registered Client Service Associate | Team |
Sarah Rich | CAO | Team |
25 more people are available in the full profile.
Complete people profiles 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.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Financial planning, investment management, and retirement planning services are provided. | midwaywealthpartners.com | United States | 2020 | Dec 2024 | •••• |
Complete acquisition details for Summit Financial
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Timeline of Summit Financial
2 dated milestones of Summit Financial across 6 years, from founding to its latest funding, stage changes and deals.
- Founded Summit Financial is founded.
- Acquisition Acquires Midway Wealth Partners.
Competitors of Summit Financial
Summit Financial has 3 listed competitors in our database, 2 of them funded. They include Fidelity Investments, Morgan Stanley and Guggenheim Partners.
| 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. | ||
| guggenheimpartners.com | 1999 | New York, United States | $21M | 2,043 | Asset management and investment advisory services are provided to clients. |
Detailed competitors of Summit Financial
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Web traffic of Summit Financial
Websites that share an audience with Summit Financial (summitfinancial.com).
Websites whose visitors overlap most with Summit Financial. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| summitbrokerage.com | 100% | View details | |||
| pfaclient.com | 100% | View details | |||
| summitfr.com | 96% | View details | |||
| sbko.bank | 85% | 8.4K | View details | ||
| skylightfinancialgroup.com | 83% | 2.9K | #8,248,122 | View details |
Top companies in Asset Management
3 companies that operate in the same segment as Summit Financial (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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Related news about 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, Guggenheim Partners and Morgan Stanley.
Summit Financial offers Advisor Solutions, Client Solutions, and SummitVantageâ„¢.
Summit Financial has made 1 acquisition, including Midway Wealth Partners.
Summit Financial operates through Summit Financial, Llc.