What does Summit Financial do?

Summit Financial provides financial planning and infrastructure services for advisors, including compliance, operations, marketing, and human resources through its SummitVantage platform.

How many employees does Summit Financial have?

Summit Financial has approximately 286 employees.

Where is Summit Financial headquartered?

The company is headquartered in Moorefield, West Virginia.

What industry is Summit Financial in?

Summit Financial operates in Financial Services.

When was Summit Financial founded?

Summit Financial was founded in 1987.

Is Summit Financial still active?

Yes, Summit Financial was verified as an active company on February 2, 2026. Data Surfer regularly validates company information to ensure accuracy.

How do I sell to Summit Financial?

Research Summit Financial's priorities and goals, identify the right decision makers and champions, monitor for buying signals, and reach out at the right time with verified contact details.

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Summit Financial

Financial Services

Moorefield, USA

286 employees

Founded 1987

summitfinancial.com

Verified active February 2, 2026

Key Highlights

Investment advisory services
Advisor support platform
Financial planning expertise
Client experience focus
Innovative technology

About Summit Financial

Summit Financial Summit Financial is an independent investment advisory firm continuing a four-decade legacy of helping advisors elevate their businesses and client experiences. They provide integrated services, thought leadership, and innovative technology to deliver objective advice and financial planning.

Company Facts

Ownership Private Company

Technology Stack

SummitVantage

Why Contact Summit Financial?

Empowering financial advisors with integrated services and technology to deliver exceptional client value

Who Should Contact Summit Financial for Business?

Financial advisors seeking comprehensive support platforms and client experience enhancement

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Frequently Asked Questions

What does Summit Financial do?: Summit Financial provides financial planning and infrastructure services for advisors, including compliance, operations, marketing, and human resources through its SummitVantage platform.
How many employees does Summit Financial have?: Summit Financial has approximately 286 employees.
Where is Summit Financial headquartered?: The company is headquartered in Moorefield, West Virginia.
What industry is Summit Financial in?: Summit Financial operates in Financial Services.
When was Summit Financial founded?: Summit Financial was founded in 1987.
Is Summit Financial still active?: Yes, Summit Financial was verified as an active company on February 2, 2026. Data Surfer regularly validates company information to ensure accuracy.
How do I sell to Summit Financial?: Research Summit Financial's priorities and goals, identify the right decision makers and champions, monitor for buying signals, and reach out at the right time with verified contact details. Learn how Data Surfer helps.