SummaIQ

Business Services · Texas, United States · 51-200 Employees

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Overview

Headquarters

2105 Pembrooke Pl, Denton, Texas, 76205,...

Phone Number

(512) 688-1219

Revenue

$29.3 Million

Industry

Business Services Project Management
ZI Rank: 1
Signal Type
Dec
Jan
Feb
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Apr
May
ZI Rank
1
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1
1
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1

About SummaIQ

SummaIQ is a resource for financial advisors, providing due diligence intelligence on alternative investments. The company offers a robust due diligence process and aims to enhance the investment programs of sponsors for independent Registered Investment Advisors (RIAs). By joining their community, advisors gain access to relevant information and support to confidently make investment decisions. SummaIQ is dedicated to promoting transparency and disclosure in the financial advisory space.Explore more
SummaIQ's Social MediaPopular SearchesSummaiq LLCSummaIQSumma Wealth ManagementSUMMa IQSumma Group LLCSIC Code 87,874NAICS Code 54,541Show more

SummaIQ Org Chart

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GS
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Director, Technology

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

SummaIQ

$29.3M
51-200
Private
-
2001
GS
Genee SwiftDirector, Technology
$75M
201-500
Private
$375M
2009
MB
Matthew BrownFounder & CEO
$16.7M
51-200
Private
-
-
NR
Nikki ReichardtDirector, Client Relations & Manager, Office
$15.9M
51-200
Private
-
1993
JL
Jason LilesSenior Vice President, Wealth Advisor
$11.2M
51-200
Private
<$5M
2019
Jason Fertitta, Chief Executive Officer & Partner at Americana Partners
Jason FertittaCEO & Partner
$7M
51-200
Private
-
-
N/A
<$5M
51-200
Private
-
1997
Illustration of an envelope

Company Profile Activity

i

Among all Business Services companies

Low Activity

High Activity

Activity Insights

SummaIQ is experiencing very low activity levels compared to other companies in the Business Services sector.

What does this means?

SummaIQ is drawing exceptional interest within the Business Services industry, suggesting notable developments or strong market momentum, learn more about SummaIQ.

SummaIQ Tech Stack

A closer look at the technologies used by SummaIQ

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Frequently Asked Questions Regarding SummaIQ

What is SummaIQ's official website?
SummaIQ's official website is www.summaiq.com
What is SummaIQ's Revenue?
SummaIQ's revenue is $29.3 Million
What is SummaIQ's SIC code?
SummaIQ's SIC: 87,874
What is SummaIQ's NAICS code?
SummaIQ's NAICS: 54,541
How many employees does SummaIQ have?
SummaIQ has 51-200 employees
What industry does SummaIQ belong to?
SummaIQ is in the industry of: Business Services, Project Management
What is SummaIQ competition?
SummaIQ top competitors include: Disciplined Equities Management, DH Hill Advisors, Americana Partners, BOK Financial Private Wealth
What companies has SummaIQ acquired?
SummaIQ has acquired the companies: Summa Wealth Management
What technology does SummaIQ use?
Some of the popular technologies that SummaIQ uses are: Squarespace Online Stores, Adobe Typekit, Microsoft 365, Google Maps API
How do I contact SummaIQ?
SummaIQ contact info: Phone number: (512) 688-1219 Website: www.summaiq.com
What does SummaIQ do?

SummaIQ is a resource for financial advisors, providing due diligence intelligence on alternative investments. The company offers a robust due diligence process and aims to enhance the investment programs of sponsors for independent Registered Investment Advisors (RIAs). By joining their community, advisors gain access to relevant information and s... upport to confidently make investment decisions. SummaIQ is dedicated to promoting transparency and disclosure in the financial advisory space.Read More

What are SummaIQ social media links?
SummaIQ Linkedin page
Is SummaIQ a public company?
SummaIQ is private company therefore does not currently have an official ticker symbol
See more information about SummaIQ

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