Summit Financial Services
Finance · Florida, United States · 11-50 Employees
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Overview
Headquarters
151 Southhall Ln Ste 101, Maitland, Flor...Phone Number
(407) 629-2333Revenue
$5.4 MillionIndustry
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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1
About Summit Financial Services
Here at Summit Financial Services, we specialize in introducing foreign brokers to U.S. capital markets. We use our expertize in trading technology, transaction processing, brokerage structure and financial arrangements to help brokers navigate through the web of services and products available in the market. We use our large network of business connections to find the best counter-party for the client. Summit Financial Services has well over 30 years of financial markets, technology and operations experience between it's management. We are at the forefront of this quickly changing trading technology and we work closely with our clients because we are fully committed to meeting and exceeding expectations. We also believe in keeping our services affordable to our clients, we make sure to work around your budget. We are proud that so many of our clients have repeatedly turned to us for guidance and assistance with their financial services needs, and we work hard to earn their loyalty eveRead more
Popular SearchesSummit Financial Services LtdSummit Financial ServicesSummit Financial SvcSIC Code 62,621NAICS Code 52,523Show more
Summit Financial Services Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
1998
VM
Varish ModiCertified Public Accountant, Certified Tax Coach, Enrolled Agent, NTPI Fellow, Certified Acceptance Agent, Chartered Accountant
Company Profile Activity
Activity Insights
Summit Financial Services is experiencing very low activity levels compared to other companies in the Finance sector.
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Summit Financial Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Summit Financial Services.
Summit Financial Services Tech Stack
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Here at Summit Financial Services, we specialize in introducing foreign brokers to U.S. capital markets. We use our expertize in trading technology, transaction processing, brokerage structure and financial arrangements to help brokers navigate through the web of services and products available in the market. We use our large network of business co... Read More
