Latest Summit Financial News & Updates

See the latest news and media coverage for Summit. We track all announcements, press releases, and industry mentions in real time, all in one place.

Company icon
Summit Financial (Summit)

Independent investment advisory firm

summitfinancial.com
Headquarters
Parsippany, United States
Founded year
1982
Company type
Private company
Number of employees
300–500
Industry
Investment Management & Fund Operators

Last updated

Latest news about Summit Financial (Summit)

In short: Summit Financial significantly expanded its market presence through rapid acquisitions and organic growth, reaching $24 billion in assets.

Company announcements

Summit

Summit Financial closed 2024 with 18 strategic investments

It added $8 billion in assets and achieved 70% year-over-year growth, approaching $20 billion under advisement.

Unlock all announcements with a

Media coverage

Wealth Management

Summit Financial Adds Four Advisory Teams, Expands AUM by $1.2 Billion

According to Gregor, the firm began ... Gregor said the jump was split between acquisitions and organic growth. Firms joining Summit access the company's multi-family...

Unlock all articles with a

Never miss news about Summit

Track Summit and your other target companies to get real-time alerts and weekly summaries delivered straight to your inbox.

Summit competitors & trending companies

Browse news for competitors to Summit and other trending companies.