Summit Place Financial Advisors Revenue

Financial Services • Summit, New Jersey, United States • 1-10 Employees

Summit Place Financial Advisors revenue & valuation

Annual revenue	$639,608
Revenue per employee	$72,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$2,100,000
Total funding	No funding

Key Contacts at Summit Place Financial Advisors

Liz Miller

Founder And President

Assunta Mclane

Managing Director | Senior Wealth Advisor

Christopher Gula

Managing Director, Senior Investment Strategist

Company overview

Headquarters	18 Bank Street, Summit, New Jersey 07901, US
Phone number	+19085175880
Website	summitplacefinancial.com
NAICS	52
SIC	628
Keywords	Investments, Wealth Management, Financial Planning, Philanthropy, Legacy Planning, Tax Management, Multi-Generational Services
Founded	2008
Employees	1-10
Socials

Summit Place Financial Advisors Email Formats

Summit Place Financial Advisors uses 1 email format. The most common is {first initial}.{last name} (e.g., j.doe@summitplacefinancial.com), used 100% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@summitplacefinancial.com	100%

About Summit Place Financial Advisors

Summit Place Financial Advisors offers an individualized goal-oriented approach to managing wealth for a select group of clients. We work specifically with successful families and executives who seek coordinated help with all aspects of their wealth. Our clients seek to enjoy their success for years to come and also successfully plan for future generations and philanthropic priorities.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Manager

Founder/Owner

Employees by Department

Summit Place Financial Advisors has 4 employees across 3 departments.

Departments

Number of employees

Funding Data

Summit Place Financial Advisors has never raised funding before.

Summit Place Financial Advisors Tech Stack

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

Modernizr

JavaScript libraries

SiteGround

Hosting

Gravity Forms

Form builders

Google Maps

Maps

Microsoft 365

jQuery Migrate

JavaScript libraries

jQuery

JavaScript libraries

PHP

Programming languages

WP-PageNavi

WordPress plugins

Akismet

WordPress plugins

WordPress

Blogs

Google Analytics

Analytics

Frequently asked questions

Summit Place Financial Advisors is located in Summit, New Jersey, US.

You can reach Summit Place Financial Advisors at +19085175880.

Summit Place Financial Advisors generates an estimated annual revenue of $639,608. This revenue figure reflects the company's market position and business performance in its industry.

Summit Place Financial Advisors has an estimated valuation of $2,100,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Summit Place Financial Advisors was founded in 2008, making it 18 years old. The company has established itself as a significant player in its industry over this time.

Summit Place Financial Advisors has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Summit Place Financial Advisors

Liz Miller

Founder And President

Assunta Mclane

Managing Director | Senior Wealth Advisor

Christopher Gula

Managing Director, Senior Investment Strategist

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