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.

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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

Last updated

Latest news about Summit Financial (Summit)

In short: Summit expanded its assets sixfold to $24B, enhanced its AI growth platform, and integrated several wealth management firms into its network.

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.

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Media coverage

Wealth Management

Summit Stakes $700M Missouri Firm

Summit Financial, a Parsippany, N.J.-based registered investment advisor backed by Merchant Investment Management, has taken a minority stake in Genex Consulting, a Kirkwood, Mo.-based multi-family...

Business Wire

Summit Financial Accelerates Strategic Growth With Stake in $700M Genex Consulting Partnership

PARSIPPANY, N.J.--(BUSINESS WIRE)--Summit Financial ("Summit"), a preeminent investment advisory firm, in collaboration with Merchant Investment Management, LLC ...

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