Summit Legacy Strategies

Financial Services • Austin, Texas, United States • 21-50 Employees

Company overview

Headquarters	Austin, Texas, United States
Phone number	+15128001178
Websites	summitlegacystrategies.com glic.com
NAICS	52
Founded	2023
Employees	21-50

Key Contacts at Summit Legacy Strategies

Rick Demko

Managing Director

Dayna Schmidt

New Business Director

Summit Legacy Strategies Email Formats

Summit Legacy Strategies uses 5 email formats. The most common is {first name}.{last name}@company.com (e.g., john.doe@company.com), used 45.6% of the time.

Format	Example	Percentage
{first name}.{last name}@company.com	john.doe@company.com	45.6%
{first name initial}{last name}@company.com	{first name initial}doe@company.com	22.3%
{first name}@company.com	john@company.com	15.1%
{first name}{last name}@company.com	johndoe@company.com	9.8%
{first name}_{last name}@company.com	john_doe@company.com	7.2%

About Summit Legacy Strategies

Comprehensive financial planning firm focused on providing best in class service to our clients and a forward thinking work environment for our Advisors.

Summit Legacy Strategies revenue & valuation

Annual revenue	$2,053,320
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$6,600,000
Total funding	No funding

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry

Manager

C-Suite

Employees by Department

Summit Legacy Strategies has 18 employees across 5 departments.

Departments

Number of employees

Funding Data

Summit Legacy Strategies has never raised funding before.

Summit Legacy Strategies Tech Stack

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

Cloudflare

CDN

Modernizr

JavaScript libraries

Awesomplete

Search engines

Cloudflare Bot Management

Security

jQuery

JavaScript libraries

Google Tag Manager

Tag managers

GoDaddy

Hosting

FMG Suite

Marketing automation

HSTS

Security

FancyBox

JavaScript libraries

Open Graph

Miscellaneous

Datadog

Analytics

Frequently asked questions

Summit Legacy Strategies is located in Austin, Texas, US.

You can reach Summit Legacy Strategies at +15128001178.

Summit Legacy Strategies was founded in 2023, making it 3 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contacts at Summit Legacy Strategies

Rick Demko

Managing Director

Dayna Schmidt

New Business Director

4.8

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