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Summit Financial Strategies Revenue and Competitors

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Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Summit Financial Strategies's estimated annual revenue is currently $7.1M per year.(i)
  • Summit Financial Strategies's estimated revenue per employee is $168,000

Employee Data

  • Summit Financial Strategies has 42 Employees.(i)
  • Summit Financial Strategies grew their employee count by 5% last year.

Summit Financial Strategies's People

NameTitleEmail/Phone
1
FounderReveal Email/Phone
2
Partner, President/CEO, Senior Financial AdvisorReveal Email/Phone
3
Partner, OwnerReveal Email/Phone
4
Partner,Chief Marketing Officer Senior Financial AdvisorReveal Email/Phone
5
Partner/Chief Compliance Officer/Financial AdvisorReveal Email/Phone
6
Partner, Senior Financial Advisor, Chief Financial OfficerReveal Email/Phone
7
Partner/Chief Operating Officer/Financial AdvisorReveal Email/Phone
8
Financial Advisor and Director PlanningReveal Email/Phone
9
Financial Advisor and Director ResearchReveal Email/Phone
10
Partner/Director Planning/Senior Financial AdvisorReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$5.9M3513%N/AN/A
#2
$5.2M317%N/AN/A
#3
$6.9M418%N/AN/A
#4
$10.6M560%N/AN/A
#5
$2.4M230%$24MN/A
#6
$98.7M37646%N/AN/A
#7
$21M1002%N/AN/A
#8
$5.4M323%N/AN/A
#9
$11.5M61-8%N/AN/A
#10
$12.5M668%N/AN/A
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What Is Summit Financial Strategies?

Summit Financial Strategies isn’t your typical financial planning firm. Everything you are used to—from fees to philosophy—is fundamentally different. We’re loyal to just one goal: Yours. That’s how we take you from now to next. From the beginning, Summit Financial Strategies has been all about relationships. We form lifelong partnerships with our clients and often work with the whole family. Your team—which includes your personal advisor as well as additional Summit Financial associates—is dedicated to helping you reach your financial goals. From our beginnings in Columbus, Ohio in 1995 with just two associates, we have grown to over 20 associates and staff members, and work with clients across the country. We believe we are fundamentally different from other financial planning firms and our independent freedom to recommend the right strategies for your financial goals is just the beginning.

keywords:N/A

N/A

Total Funding

42

Number of Employees

$7.1M

Revenue (est)

5%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$5M425%N/A
#2
N/A4217%$3M
#3
$7.5M428%N/A
#4
$11.1M422%N/A
#5
$9.6M420%N/A