Summit Wealth & Retirement Partners
Financial Services • 
San Ramon, California, United States • 1-10 Employees
Company overview
| Headquarters | 2000 Crow Canyon Pl, Ste 410, San Ramon, California 94583, US |
| Phone number | +19259271900 |
| Websites | |
| NAICS | 52 |
| SIC | 628 |
| Employees | 1-10 |
| Socials |
Key Contact at Summit Wealth & Retirement Partners
Robert Cucchiaro
President
Summit Wealth & Retirement Partners Email Formats
Summit Wealth & Retirement Partners uses 1 email format. The most common is {first name} (e.g., john@swrpteam.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@swrpteam.com | 100% |
About Summit Wealth & Retirement Partners
The primary mission of Summit Wealth & Retirement Partners (SWRP) is to help successful people make better financial decisions and feel more secure about their money. We accomplish our mission by providing highly customized financial advice, and always putting our client’s best interest above all else. We deliver on our promise by having well defined roles and responsibilities, utilizing a consistent methodology for analyzing client data, presenting our observations & recommendations in a clear manner, and keeping detailed notes of our actions. Our job is to help clients by designing, implementing, and monitoring their customized financial plans.
Summit Wealth & Retirement Partners revenue & valuation
| Annual revenue | $9,808,662 |
| Revenue per employee | $981,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $31,400,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Summit Wealth & Retirement Partners has 3 employees across 2 departments.
Departments
Number of employees
Funding Data
Summit Wealth & Retirement Partners has never raised funding before.
Summit Wealth & Retirement Partners Tech Stack
Discover the technologies and tools that power Summit Wealth & Retirement Partners's digital infrastructure, from frameworks to analytics platforms.
JavaScript libraries
CDN
Security
Buy now pay later
JavaScript libraries
JavaScript frameworks
Security
Analytics
Ecommerce
Tag managers
JavaScript libraries
United Kingdom
Egypt
Canada
Frequently asked questions
4.8
40,000 users
