Summit Financial Strategies Revenue

Financial Services • Columbus, Ohio, United States • 21-50 Employees

Summit Financial Strategies revenue & valuation

Annual revenue	$9,334,594
Revenue per employee	$246,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$29,900,000
Total funding	No funding

Key Contact at Summit Financial Strategies

Ben Murray

Partner / Senior Financial Advisor / Director Of Financial Planning

Company overview

Headquarters	4111 Worth Ave, #510, Columbus, Ohio 43219, US
Phone number	+16148851495
Websites	summitfin.com summitfinancial.com
NAICS	52
SIC	628
Keywords	Tax Planning, Wealth Management, College Planning, Retirement Planning
Founded	1995
Employees	21-50
Socials

Summit Financial Strategies Email Formats

Summit Financial Strategies uses 4 email formats. The most common is {first initial} (e.g., j@summitfin.com), used 48.8% of the time.

Format	Example	Percentage
{first initial}	j@summitfin.com	48.8%
{first name}.{last name}	john.doe@summitfin.com	29.3%
{first initial}.{last name}	j.doe@summitfin.com	19.5%
{last name}{first initial}	doej@summitfin.com	2.4%

About Summit Financial Strategies

Summit Financial Strategies isn’t your typical financial planning firm. Everything you are used to—from fees to philosophy—is fundamentally different. We’re loyal to just one goal: Yours. That’s how we take you from now to next. From the beginning, Summit Financial Strategies has been all about relationships. We form lifelong partnerships with our clients and often work with the whole family. Your team—which includes your personal advisor as well as additional Summit Financial associates—is dedicated to helping you reach your financial goals. From our beginnings in Columbus, Ohio in 1995 with just two associates, we have grown to over 20 associates and staff members, and work with clients across the country. We believe we are fundamentally different from other financial planning firms and our independent freedom to recommend the right strategies for your financial goals is just the beginning.

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry

Partner

C-Suite

Employees by Department

Summit Financial Strategies has 26 employees across 4 departments.

Departments

Number of employees

Funding Data

Summit Financial Strategies has never raised funding before.

Summit Financial Strategies Tech Stack

Discover the technologies and tools that power Summit Financial Strategies's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

Security

Gravity Forms

Form builders

ScrollMagic

JavaScript libraries

Site Kit

Analytics

Vimeo

Video players

WP Rocket

Caching

jQuery UI

JavaScript libraries

Microsoft 365

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

jQuery

JavaScript libraries

HTTP/3

Miscellaneous

Frequently asked questions

Summit Financial Strategies is located in Columbus, Ohio, US.

You can reach Summit Financial Strategies at +16148851495.

Summit Financial Strategies generates an estimated annual revenue of $9,334,594. This revenue figure reflects the company's market position and business performance in its industry.

Summit Financial Strategies has an estimated valuation of $29,900,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Summit Financial Strategies was founded in 1995, making it 31 years old. The company has established itself as a significant player in its industry over this time.

Summit Financial Strategies has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Summit Financial Strategies

Ben Murray

Partner / Senior Financial Advisor / Director Of Financial Planning

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