Summit Financial Resources
Finance · New Jersey, United States · 201-500 Employees
View Company Info for Free
Overview
Headquarters
4 Campus Dr Ste 8, Parsippany, New Jerse...Phone Number
(973) 285-3600Website
www.summitfinancial.comRevenue
$71.8 MillionIndustry
ZI Rank: 3
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
3
2
3
2
3
3
About Summit Financial Resources
As an independent wealth management firm for almost 40 years, Summit Financial and its affiliates are proud to continue their legacy of guiding clients toward financial success by aligning extensive experience with a forward-thinking philosophy, adapting to industry changes for the sake of best serving our clients now and well into the future. With customized, holistic and hands-on advice, we turn life's aspirations into success stories. Our financial advice focuses on individual needs and values, not industry norms.Explore more
Summit Financial Resources Org Chart
Sell smarter with deeper company insights.
ZoomInfo gives you access to real-time firmographics, buying signals, org charts, and decision-makers - helping your GTM teams prioritize accounts, personalize outreach with AI-driven automation, and close deals faster.
Is Summit Financial Resources your ideal customer? 
Let us give you the heads up on whether it's a good time to reach out
Product Launch: Get notified when Summit Financial Resources launches new products
Summit Financial Resources, which may be a good buyer, showed buying intent in Masked Content Topic
Check out if Summit Financial Resources is spiking on competitors!
Check if Summit Financial Resources has recently received funding, and reach out quickly before it becomes old news!
Funding: Get notified immidiatlly once Summit Financial Resources has new funding data
Website visits: Recent activity has been detected on your website
Earning: See what the market has to say on Summit Financial Resources recently announced quarterly report
Congratulate Masked Content for being promoted to Masked Content at Summit Financial Resources
Click to see if Summit Financial Resources had a recent Job posting/layoffs
Competitive Alert! Recent activity has been detected by your competitor Masked Content
Recommended Actions
Find VP level buyers at Summit Financial Resources
Find more new buyers
Compare Similar Companies to Summit Financial Resources
Compare insights from companies similar to Summit Financial Resources, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.
Revenue
Number of Employees
Type
Funding
Founded In
$37.1M
201-500
Private
-
1986
CJ
Craig JonesManaging Director, Rocky Mountain Region. Co-President, Colony Sports and Entertainment
Company Profile Activity
Activity Insights
Summit Financial Resources is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Summit Financial Resources is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Summit Financial Resources.
Summit Financial Resources financials insights
Gather financial insights about Summit Financial Resources, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$2M
Summit Financial Resources Tech Stack
A closer look at the technologies used by Summit Financial Resources
See more technologies
Most Recent Scoops
Facilities Relocation / Expansion
Summit Financial Resources is planning to move offices in September 2026. The move will impact approximately 87 employees at the existing office located at 4 Campus Dr, Parsippany, NJ.
Facilities Relocation/Expansion
Event
Person-Based
Executive Moves, Events, Spending/Investment, Corporate Strategy, Podcast
Lateral Move
Executive Move
Edward Friedman has recently assumed the role of Chief Revenue Officer.
Executive Moves, Lateral Move
Event
Person-Based
Events, Financial Planning, Capacity Planning, Facilities Management, Business Finance, Corporate Strategy, Finance, Financial Strategy
Project
Spending/Investment
Top Finance Companies
Top companies in Australia by revenue
Top companies in New Zealand by revenue
Frequently Asked Questions Regarding Summit Financial Resources
Sign Up For FreeTo access detailed company insights
As an independent wealth management firm for almost 40 years, Summit Financial and its affiliates are proud to continue their legacy of guiding clients toward financial success by aligning extensive experience with a forward-thinking philosophy, adapting to industry changes for the sake of best serving our clients now and well into the future. With... Read More
