Silvertree
Financial Services • 
Stockton, Wisconsin, United States • 1-10 Employees
Company overview
| Headquarters | 2715 Post Rd, Stevens Point, Wisconsin 54481, US |
| Phone number | +17155441610 |
| Website | |
| NAICS | 52 |
| SIC | 621 |
| Keywords | Investment Advice, Tax Planning, Wealth Management, Financial Planning, Estate Planning, Cfp(R), Certified Financial Planner(Tm) Professional |
| Founded | 2018 |
| Employees | 1-10 |
| Socials |
Key Contact at Silvertree
Jason Glisczynski
CEO, Co-Founder
Silvertree Email Formats
Silvertree uses 3 email formats. The most common is {first initial} (e.g., j@silvertreeplan.com), used 40% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@silvertreeplan.com | 80% |
{first name} | john@silvertreeplan.com | 20% |
About Silvertree
Investment advisory and financial planning services offered through Summit Financial, LLC., (“Summit”) a SEC-Registered Investment Adviser, doing business as Silvertree. The comments and opinions expressed on this page do not necessarily represent the views of Summit. By clicking on any non-Summit link, you will enter a privately-owned web site created, operated and maintained by a third-party. We have not verified the information and opinions found in third-party material, nor do we make any representations as to their accuracy or completeness. Neither Summit nor its affiliates endorse third-party products and services or their privacy and security policies, which may differ from ours. None of the statements on this page are intended to recommend any security, service, or product or to provide investment, tax, or any other advice. We cannot accept endorsements and recommendations.
Silvertree revenue & valuation
| Annual revenue | $342,220 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Silvertree has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Silvertree has never raised funding before.
Silvertree Tech Stack
Discover the technologies and tools that power Silvertree's digital infrastructure, from frameworks to analytics platforms.
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