Summit Rock Advisors
Likely to Engage tag.Highly Engaged Employees

Finance · New York, United States · 11-50 Employees

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Overview

Headquarters

9 W 57th St Fl 12, New York City, New Yo...

Phone Number

(212) 993-7150

Revenue

$19.3 Million

Industry

Finance Securities Trading
ZI Rank: 4
Signal Type
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Jun
ZI Rank
3
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4

About Summit Rock Advisors

Summit Rock Advisors is a financial advisory firm based in New York City. They provide investment management and financial planning services tailored to high-net-worth individuals and families. The firm focuses on delivering personalized strategies to help clients achieve their financial goals. Their expertise is aimed at clients seeking comprehensive wealth management solutions.Explore more
Summit Rock Advisors's Social MediaPopular SearchesSummit Rock Advisors LPSummit Rock AdvisorsSummit RockSummit Rock Advisors LLCSUMMIT( 13 BETHRIDGE ROAD) LtdSIC Code 62,628NAICS Code 52,523Show more

Summit Rock Advisors Org Chart

PhoneEmail
WH
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Partner & Chief Operating Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Summit Rock Advisors

$19.3M
11-50
Private
-
2007
WH
William HeddenPartner & Chief Operating Officer
$6.5M
1-10
Private
-
2018
N/A
<$5M
11-50
Private
-
1979
AI
Ariel ImasDivision President, Kingswood Investments Llc, Kingswood Capital Partners
<$5M
1-10
Private
-
2010
EG
Eric GrayPrivate Wealth Advisor & Managing Director
<$5M
1-10
Private
-
2011
AW
Allyssa WallerSales & Marketing Specialist
<$5M
11-50
Private
-
2019
<$5M
1-10
Private
-
2008
PS
Pamela SandyCEO & Founder
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Summit Rock Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Summit Rock Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Summit Rock Advisors.

Summit Rock Advisors Tech Stack

A closer look at the technologies used by Summit Rock Advisors

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Frequently Asked Questions Regarding Summit Rock Advisors

What is Summit Rock Advisors's official website?
Summit Rock Advisors's official website is www.summit-rock.com
What is Summit Rock Advisors's Revenue?
Summit Rock Advisors's revenue is $19.3 Million
What is Summit Rock Advisors's SIC code?
Summit Rock Advisors's SIC: 62,628
What is Summit Rock Advisors's NAICS code?
Summit Rock Advisors's NAICS: 52,523
How many employees does Summit Rock Advisors have?
Summit Rock Advisors has 11-50 employees
What industry does Summit Rock Advisors belong to?
Summit Rock Advisors is in the industry of: Finance, Securities Trading
What is Summit Rock Advisors competition?
Summit Rock Advisors top competitors include: DeLucie Capital, Kingswood US, LexInvest Wealth Advisors, Confiance
What technology does Summit Rock Advisors use?
Some of the popular technologies that Summit Rock Advisors uses are: DocuSign, reCAPTCHA, Mimecast
How do I contact Summit Rock Advisors?
Summit Rock Advisors contact info: Phone number: (212) 993-7150 Website: www.summit-rock.com
What does Summit Rock Advisors do?

Summit Rock Advisors is a financial advisory firm based in New York City. They provide investment management and financial planning services tailored to high-net-worth individuals and families. The firm focuses on delivering personalized strategies to help clients achieve their financial goals. Their expertise is aimed at clients seeking comprehens... ive wealth management solutions.Read More

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

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