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Summit Wealth Group Revenue and Competitors

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Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Summit Wealth Group's estimated annual revenue is currently $14M per year.(i)
  • Summit Wealth Group's estimated revenue per employee is $189,000

Employee Data

  • Summit Wealth Group has 74 Employees.(i)
  • Summit Wealth Group grew their employee count by 10% last year.

Summit Wealth Group's People

NameTitleEmail/Phone
1
VPReveal Email/Phone
2
ControllerReveal Email/Phone
3
Director MarketingReveal Email/Phone
4
Director if First Impressions/Team Support Administrative AssistantReveal Email/Phone
5
Director AccountingReveal Email/Phone
6
Director Financial Planning ServicesReveal Email/Phone
7
Director First ImpressionsReveal Email/Phone
8
Director First ImpressionsReveal Email/Phone
9
Director First ImpressionsReveal Email/Phone
10
Client Services ManagerReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$1.3M10-37%N/AN/A
#2
$88.2M3361%N/AN/A
#3
$8.2M4936%N/AN/A
#4
$300M6820%N/AN/A
#5
$9.3M5116%$8.5MN/A
#6
$6.2M370%N/AN/A
#7
$5.4M320%N/AN/A
#8
$35.8M1550%N/AN/A
#9
$16.6M79-7%N/AN/A
#10
$10M53-5%N/AN/A
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What Is Summit Wealth Group?

Summit Wealth Group is a wealth management and financial advisory firm whose vision was born out of a simple desire to enable you reach your fullest financial and personal potential. What is at the heart of Summit Wealth Group? Simply put, it's you! It is about your hopes, dreams, and aspirations. It is about being at our best so you can be at your best.

keywords:N/A

N/A

Total Funding

74

Number of Employees

$14M

Revenue (est)

10%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Summit Wealth Group News

2022-04-17 - Retired and bored or -- worse yet -- boring? Try this

Or it might be the start of a side hustle — what Ross Haycock, vice president and financial adviser with Summit Wealth Group in Colorado...

2022-04-06 - Summit Financial's Deal for Fieldpoint Advisory Unit is Called ...

Registered investment advisory roll-up Summit Financial's planned acquisition of Fieldpoint Private's wealth management unit has been called...

2022-03-22 - Want to live debt-free? A Sacramento financial group is hosting a wealth-building summit

A Sacramento financial group is hosting a wealth-building summit ... instructions on building wealth, clearing debt, restoring credit,...

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$18M7425%N/A
#2
$14.2M756%N/A
#3
$16.9M7547%N/A
#4
$18.7M766%N/A
#5
N/A767%N/A