Summit Trail Advisors
Financial Services • 
Manhattan, New York, United States • 101-200 Employees
Company overview
| Headquarters | 2 Grand Central Tower, 140 East 45th Street, 28th Floor, New York, NY 10017, US |
| Phone number | +16179514415 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Wealth Management, Investment Management, Philanthropic Services, Investment Platform |
| Founded | 2015 |
| Employees | 101-200 |
| Socials |
Key Contact at Summit Trail Advisors
Nhung Amerca
Vice President
Summit Trail Advisors Email Formats
Summit Trail Advisors uses 5 email formats. The most common is {first initial}.{last name} (e.g., j.doe@summittrail.com), used 56.9% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@summittrail.com | 56.9% |
{first name}.{last name} | john.doe@summittrail.com | 31.2% |
{first initial}{last name} | jdoe@summittrail.com | 3.7% |
{first name} | john@summittrail.com | 2.8% |
{first name}{last name} | johndoe@summittrail.com | 2.8% |
About Summit Trail Advisors
Our purpose is to simplify the challenges that come with generational wealth. Summit Trail Advisors is an independent fiduciary designed and built for those whose complex financial needs have outgrown traditional wealth management. As your outsourced family office, we coordinate your entire financial team to create integrated solutions for achieving your objectives. Now a select network of clients, business partners, and colleagues collaborating on better ideas and solutions, we have the scale to leverage best practices and negotiate management fees on behalf of our clients, while still creating highly personalized solutions. Our bespoke services include investment advisory, family wealth advisory, specialized estate planning, private investment access, tax mitigation strategies, family governance, philanthropy, and next generation alignment. Whether you are beginning to build generational wealth, focused on leaving a legacy, or have newfound responsibility for managing wealth, we are here to serve as your outsourced family office, guiding you as you navigate different life phases. Privacy Policy: http://summittrail.com/privacy-policy/
Summit Trail Advisors revenue & valuation
| Annual revenue | $20,000,000 |
| Revenue per employee | $179,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $64,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 101-200
Seniority
Employees
Employees by Department
Summit Trail Advisors has 34 employees across 7 departments.
Departments
Number of employees
Funding Data
Summit Trail Advisors has never raised funding before.
Summit Trail Advisors Tech Stack
Discover the technologies and tools that power Summit Trail Advisors's digital infrastructure, from frameworks to analytics platforms.
CMS
JavaScript libraries
SSL/TLS certificate authorities
Web servers
Marketing automation
JavaScript libraries
Advertising
UI frameworks
JavaScript frameworks
Security
Analytics
Pakistan
Australia
Canada
United Kingdom
Frequently asked questions
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