Summitry
Finance · California, United States · 11-50 Employees
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Overview
Headquarters
919 E Hillsdale Blvd Ste 150, Foster Cit...Phone Number
(650) 212-2240Website
www.summitry.comRevenue
$6.7 MillionIndustry
ZI Rank: 2
Signal Type
Dec
Jan
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ZI Rank
2
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2
2
1
2
About Summitry
Summitry is a Bay Area wealth management firm offering personalized financial planning and investment strategies, rooted in local insight. The company helps grow and protect your wealth so you can pursue your best Bay Area life. Founded in 2003, the firm has over $1.7 billion in assets under management, a size large enough to possess highly-sophisticated systems, to have access to a wide range of institutional research tools and services, and to employ the highest-caliber professional talent, while maintaining the culture and personalized approach of a boutique investment firm. Summitry offers a range of services, including personalized financial planning, retirement planning, estate and trust planning, California tax strategies, charitable gift planning, fiduciary support, equity compensation and benefits advice to executives, asset management, and customized investment strategies. Summitry has its sights set on becoming the most admired firm in the marketplace and the most admired woRead more
Summitry Org Chart
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Activity Insights
Summitry is experiencing very low activity levels compared to other companies in the Finance sector.
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Summitry is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Summitry.
Summitry financials insights
Gather financial insights about Summitry, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$350K
Summitry Tech Stack
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Hiring Plans
Summitry has more open roles in Finance than it has had at any time in the past 12 months. Areas of expertise include: Financial Planning, Finance, and Financial Services.
Hiring Plans
Open Position
Open Position
Mergers & Acquisitions (M&A)
Mergers & Acquisitions, Acquisitions, Mergers
Funding
Summitry News & Media
Aspen Standard Wealth Acquires $2.8 Billion AUM Summitry
NEW YORK--(BUSINESS WIRE)--Aspen Standard Wealth, which serves as a permanent home and long-term partner for successful RIAs, announced today that it has acquired Summitry, a leading registered investment adviser with $2.8 billion in assets under management (AUM). Summitry, based in the San Francisco Bay area, provides personalized financial planning and investment strategies rooted in local insights. Founded in 2003, the firm offers access to a wide range of institutional-grade investing and aSummitry Welcomes Ken Vander Kooi, CFP® to its Private Client Group
FOSTER CITY, Calif.--(BUSINESS WIRE)--Summitry, a Bay Area wealth management firm, is pleased to welcome Ken Vander Kooi, CFP® to its team. Ken joins as a Senior Financial Advisor and brings extensive expertise in financial planning, investment management, and wealth preservation. As a CERTIFIED FINANCIAL PLANNER™ professional, Ken Vander Kooi brings a wealth of knowledge and a commitment to delivering personalized financial solutions to clients. With over 25 years of experience in the financia
Read more news
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Summitry is a Bay Area wealth management firm offering personalized financial planning and investment strategies, rooted in local insight. The company helps grow and protect your wealth so you can pursue your best Bay Area life. Founded in 2003, the firm has over $1.7 billion in assets under management, a size large enough to possess highly-sophist... Read More
