Summit Planners
Financial Services • 
Downtown Core, Central Region, Singapore • 101-200 Employees
Company overview
| Headquarters | 39 Robinson Road Singapore, Robinson Point 14-01/02/03/04, Singapore, Singapore 068911, SG |
| Phone number | +6596697574 |
| Website | |
| NAICS | 52 |
| SIC | 874 |
| Keywords | Investments, Risk Management, Accounting, Financial Advisory, Financial Services, Wealth Management, Relationship Management, Insurance, Investment Advisory, Estate Planning |
| Founded | 2000 |
| Employees | 101-200 |
| Socials |
Key Contacts at Summit Planners
Eugene Francisng
Relationship Director
Jack Chia
Associate Director Of Sales, Financial Services
Caroline Sim
Relationship Director
Jia Hui Lim
Relationship Director
Olivia Teo Chfc®/S
Director Of Sales
Chee Woei Kho
Relationship Director
Dillon Vesan
Relationship Director
Nicholas Low
Senior Director Of Sales
Jovin Yeo
Relationship Director
Kevin Lin
Relationship Director
Summit Planners Email Formats
Summit Planners uses 4 email formats. The most common is {first initial}{last name} (e.g., jdoe@summitplanners.com), used 33.3% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@summitplanners.com | 33.3% |
{first name}{last name} | johndoe@summitplanners.com | 27.8% |
{first name}.{last name} | john.doe@summitplanners.com | 22.2% |
{first name} | john@summitplanners.com | 16.7% |
About Summit Planners
“There is no room for fear at the peak of success. We are here to help you scale the summit.” Taking root in 1994, Summit Planners is a revolutionary concept hatched by four far-sighted individuals with a shared vision. Today, Summit Planners Pte Ltd is one of few in Singapore to offer one-stop, integrated financial services to both business owners and individuals. Our services for business owners include Accounting, Corporate Secretarial and Tax Services, Banking and Finance Consultancy, Corporate Risk Management, Estate Planning and Trusts, General Insurance, Real Estate, Training and Publications, Employment Services and Medical Concierge Services. Through our unique platform, our advisers are able to provide individual clients with complete financial planning solutions that encompass Debt Planning, Wealth Management, Investment Planning, Retirement Planning, Education Planning, Estate Planning, Cash Flow Planning and Tax Planning.
Summit Planners revenue & valuation
| Annual revenue | $15,000,000 |
| Revenue per employee | $88,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $48,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 101-200
Seniority
Employees
Employees by Department
Summit Planners has 43 employees across 6 departments.
Departments
Number of employees
Funding Data
Summit Planners has never raised funding before.
Summit Planners Tech Stack
Discover the technologies and tools that power Summit Planners's digital infrastructure, from frameworks to analytics platforms.
Maps
JavaScript libraries
CDN
Web servers
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JavaScript libraries
Programming languages
JavaScript frameworks
Blogs
Analytics
Analytics
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