Summit Financial Resources
Finance · New Jersey, United States · 201-500 Employees
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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
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
2
3
2
3
2
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
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Revenue
Number of Employees
Type
Funding
Founded In
Summit Financial Resource...
$71.8M
201-500
Private
<$5M
1982
Steven LiebermanGroup of The Private Client Wealth Management, Llc President & CEO
Company Profile Activity
Activity Insights
Summit Financial Resources is experiencing very low activity levels compared to other companies in the Finance sector.
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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
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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
Summit Financial Resources News & Media
Summit Financial Names Joseph Spada, CFP® its 2024 Leading Financial Advisor, Marking 27-Year Streak of Excellence
PARSIPPANY, N.J.--(BUSINESS WIRE)--Summit Financial, LLC (“Summit”), a preeminent investment advisory firm with over 40 years of experience providing market-leading technology, financial planning, insurance and wealth management services that help clients achieve their financial goals, today announced that Joseph Spada, CFP® has been named the firm's 2024 Leading Financial Advisor for an unprecedented 27th consecutive year. Spada's consistent recognition as a leading financial advisor reflectsSummit Financial Strengthens Growth Momentum With Investment in $830M Gateway Advisory
PARSIPPANY, N.J.--(BUSINESS WIRE)--Summit Financial (“Summit”), a preeminent investment advisory firm with over 40 years of experience* providing market-leading, multi-family office services that empower financial advisors to accelerate growth, today announced Gateway Advisory (“Gateway”) is the latest firm to join its expanding network. This marks Summit’s 21st strategic investment since the start of 2024, reinforcing its status as a premier partner for forward-thinking advisory firms seekingSummit Financial Accelerates Strategic Growth With Stake in $700M Genex Consulting Partnership
Summit Financial (“Summit”), a preeminent investment advisory firm, in collaboration with Merchant Investment Management, LLC (Summit Financial Closes 2024 with 18 Strategic Investments and $8 Billion In Added Assets
PARSIPPANY, N.J.--(BUSINESS WIRE)--Summit Financial (“Summit”), a preeminent investment advisory firm with more than 40 years of experience* providing market-leading, multi-family office services that empower financial advisors to accelerate growth, today celebrates one of its best years ever. Approaching $20 billion in assets under advisement entering Q1 2025, Summit achieved 70% year-over-year growth. The firm executed 18 precision-targeted investments while strategically expanding its workfo
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Frequently Asked Questions Regarding Summit Financial Resources
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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
