Summit Wealth Advisory Group Revenue

Financial Services • Toronto, Ontario, Canada • 1-10 Employees

Summit Wealth Advisory Group revenue & valuation

Annual revenue	$855,550
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$2,800,000
Total funding	No funding

Key Contact at Summit Wealth Advisory Group

Paul Sabat

Founder & President

Company overview

Headquarters	Toronto, Ontario, Canada
Website	summitwealth.ca
NAICS	52
SIC	628
Keywords	Insurance, Financial Planning, Estate Planning, Pension & Benefits Consulting
Founded	2010
Employees	1-10
Socials

Summit Wealth Advisory Group Email Formats

Summit Wealth Advisory Group uses 2 email formats. The most common is {first name}.{last name} (e.g., john.doe@summitwealth.ca), used 54.5% of the time.

Format	Example	Percentage
{first name}.{last name}	john.doe@summitwealth.ca	54.5%
{first initial}.{last name}	j.doe@summitwealth.ca	45.5%

About Summit Wealth Advisory Group

Pension & Benefits Consulting We work predominantly with Private Equity firms and Family offices looking for innovative solutions to their unique Pension and Benefits challenges. Insurance Services We structure insurance efficiently to ensure the preservation of wealth and effective succession of businesses and other assets. Financial & Estate Planning Our comprehensive approach to financial and estate plans brings clarity to the client and confidence to the other professionals working in an advisory capacity.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Founder/Owner

Manager

Employees by Department

Summit Wealth Advisory Group has 6 employees across 5 departments.

Departments

Number of employees

Funding Data

Summit Wealth Advisory Group has never raised funding before.

Summit Wealth Advisory Group Tech Stack

Discover the technologies and tools that power Summit Wealth Advisory Group's digital infrastructure, from frameworks to analytics platforms.

Plesk

Hosting panels

Sentry

Issue trackers

React Router

JavaScript frameworks

Windows Server

Operating systems

GraphQL

Programming languages

PHP

Programming languages

Apollo

JavaScript libraries

RequireJS

JavaScript frameworks

React

JavaScript frameworks

IIS

Web servers

PWA

Miscellaneous

core-js

JavaScript libraries

Frequently asked questions

Summit Wealth Advisory Group is located in Toronto, Ontario, CA.

Summit Wealth Advisory Group generates an estimated annual revenue of $855,550. This revenue figure reflects the company's market position and business performance in its industry.

Summit Wealth Advisory Group has an estimated valuation of $2,800,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Summit Wealth Advisory Group was founded in 2010, making it 16 years old. The company has established itself as a significant player in its industry over this time.

Summit Wealth Advisory Group has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Summit Wealth Advisory Group

Paul Sabat

Founder & President

4.8

40,000 users