What is Summit Financial Corp's NAICS code?

Summit Financial Corp's NAICS code is 52 (Finance and Insurance).

Insights

Strategic acquisition Summit Financial Corp was acquired by HUB International in 2017, indicating a potential for cross-sell of HUB’s broader risk management, employee benefits, and HR services to Summit’s existing retirement and benefits client base.

Private boutique Despite growth, Summit emphasizes boutique-level service with high credentialed staff, suggesting a sales approach that values personalized advisory and high-touch service for mid-market clients in need of tailored retirement and benefits solutions.

Strong revenue Reported revenue of 100M-250M positions Summit as a mid-market player with scale, presenting opportunities for expansion of services such as retirement plan consulting, fiduciary services, and integrated benefits programs.

Leadership hire Recent appointment of a chief investment officer signals ongoing focus on investment strategy and governance, presenting openings for advanced investment advisory partnerships and outsourced CIO type services.

Technology footprint Active tech stack including WordPress, Google tools, and GA tagging suggests potential for digital modernization and data-driven sales motions; opportunities exist to offer digital transformation, compliance tech, and analytics for client engagement.

Similar companies to Summit Financial Corp

Summit Financial Corp Tech Stack

Summit Financial Corp uses 8 technology products and services including Google Hosted Libraries, WordPress, Cloudflare DNS, and more. Explore Summit Financial Corp's tech stack below.

Google Hosted Libraries
Content Delivery Network
WordPress
Content Management System
Cloudflare DNS
Domain Name Services
Hoefler&Co
Font Scripts
jQuery Migrate
Javascript Libraries
jQuery
Javascript Libraries
PHP
Programming Languages
Google Tag Manager
Tag Management

Media & News

Summit Financial Corp's Email Address Formats

Summit Financial Corp uses at least 1 format(s):

Summit Financial Corp Email Formats	Example	Percentage
FLast@summitfinancialcorp.com	JDoe@summitfinancialcorp.com	82%
Last@summitfinancialcorp.com	Doe@summitfinancialcorp.com	8%
First.Last@summitfinancialcorp.com	John.Doe@summitfinancialcorp.com	7%
FirstL@summitfinancialcorp.com	JohnD@summitfinancialcorp.com	3%

Frequently Asked Questions

What is Summit Financial Corp's phone number?

You can contact Summit Financial Corp's main corporate office by phone at

+1-781-229-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Summit Financial Corp's official website and social media links?

Summit Financial Corp's official website is summitfinancialcorp.com and has social profiles on LinkedIn.

How much revenue does Summit Financial Corp generate?

As of July 2026, Summit Financial Corp's annual revenue is estimated to be $100M - $250M.

What is Summit Financial Corp's SIC code NAICS code?

Summit Financial Corp's SIC code is 7389 - Business Services, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

How many employees does Summit Financial Corp have currently?

As of July 2026, Summit Financial Corp has approximately 43 employees across 2 continents, including North AmericaOceania. Key team members include President: D. C.Owner: B. G.Vice President, Retirement And Private Wealth: M. G.. Explore Summit Financial Corp's employee directory with LeadIQ.

What industry does Summit Financial Corp belong to?

Summit Financial Corp operates in the Financial Services industry.

What technology does Summit Financial Corp use?

Summit Financial Corp's tech stack includes Google Hosted LibrariesWordPressCloudflare DNSHoefler&CojQuery MigratejQueryPHPGoogle Tag Manager.

What is Summit Financial Corp's email format?

Summit Financial Corp's email format typically follows the pattern of FLast@summitfinancialcorp.com. Find more Summit Financial Corp email formats with LeadIQ.

When was Summit Financial Corp founded?

Summit Financial Corp was founded in 1993.

Summit Financial Corp

Q: How many employees does Summit Financial Corp have currently?

Summit Financial Corp has approximately 43 employees.

Q: What technology does Summit Financial Corp use?

Summit Financial Corp's tech stack includes X-Content-Type-Options, AddThis, WordPress, Office 365, Google Analytics.

Financial ServicesMassachusetts, United States11-50 Employees

Summit Financial Corporation operated in the Financial Services sector, providing retirement planning, employee benefits, and financial planning services for organizations and individuals. The firm aimed to help clients achieve long-term financial security and peace of mind through its advisory approach, supported by a team of credentialed professionals across legal, accounting, and financial designations. Based in Wilmington, Massachusetts, Summit maintained a boutique, client-focused culture with an emphasis on long-term planning and collaborative service across divisions, even as it grew its practice. Securities were offered through LPL Financial, with investment advisory services provided by Global Retirement Partners, and insurance services through HUB International, reflecting a multi-channel approach to financial and risk management solutions.