Summit Trail Advisors Revenue and Competitors
Estimated Revenue & Valuation
- Summit Trail Advisors's estimated annual revenue is currently $23.5M per year.
- Summit Trail Advisors's estimated revenue per employee is $219,813
Employee Data
- Summit Trail Advisors has 107 Employees.
- Summit Trail Advisors grew their employee count by 16% last year.
Summit Trail Advisors's People
| Name | Title | Email/Phone |
|---|---|---|
1 | VP | Reveal Email/Phone |
2 | VP | Reveal Email/Phone |
3 | VP | Reveal Email/Phone |
4 | VP | Reveal Email/Phone |
5 | VP, Fiduciary Counsel | Reveal Email/Phone |
6 | VP, Operations | Reveal Email/Phone |
7 | VP, Fiduciary Counsel | Reveal Email/Phone |
8 | VP, Planning Team | Reveal Email/Phone |
9 | Principal, Head Sustainable Investing and Chief Portfolio Strategist | Reveal Email/Phone |
10 | VP, Head Marketing | Reveal Email/Phone |
Summit Trail Advisors Competitors & AlternativesAdd Company
| Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
|---|---|---|---|---|---|
#1 | $1.8M | 14 | -71% | N/A | N/A |
#2 | $90M | 343 | 6% | N/A | N/A |
#3 | $5.7M | 34 | 10% | N/A | N/A |
#4 | $449.5M | 1529 | 5% | N/A | N/A |
#5 | $26.9M | 149 | 30% | N/A | N/A |
#6 | $7.9M | 47 | 9% | N/A | N/A |
#7 | $8.2M | 49 | 4% | N/A | N/A |
#8 | $81.6M | 311 | -1% | N/A | N/A |
#9 | $1.6M | 13 | 0% | N/A | N/A |
#10 | $135.2M | 515 | -16% | N/A | N/A |
What Is Summit Trail Advisors?
Summit Trail Advisors is an investment-focused independent wealth management boutique with offices in New York, Boston, Chicago and San Francisco. The firm leverages leading research providers and their in-house research team to design investment solutions while sourcing unique, highly specialized investments. They are a large institutional client of the street and source investment opportunities, credit solutions and other professional services for their clients on a completely open architecture basis.
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Total Funding
107
Number of Employees
$23.5M
Revenue (est)
16%
Employee Growth %
N/A
Valuation
N/A
Accelerator
Summit Trail Advisors News
Peregrine Asset Advisers Inc. now owns 1,025 shares of the technology ... Finally, Summit Trail Advisors LLC grew its stake in shares of...
Summit Trail Advisors LLC now owns 571 shares of the aerospace company's stock valued at $363,000 after purchasing an additional 19 shares in...
Summit Trail Advisors LLC now owns 571 shares of the aerospace company's stock valued at $363,000 after buying an additional 19 shares during...
Other Companies in New York
| Company Name | Revenue | Number of Employees | Employee Growth | Total Funding |
|---|---|---|---|---|
#1 | $26.9M | 107 | 2% | $73.3M |
#2 | $16.1M | 107 | -8% | N/A |
#3 | $15M | 107 | 4% | $157.9M |
#4 | $10.7M | 107 | 9% | N/A |
#5 | $24.3M | 107 | 20% | N/A |