What is Summit Financial Corp's NAICS code?

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

Insights

Acquisition footprint Summit Financial Corp was acquired by HUB International in October 2017, indicating an integration opportunity with HUB’s broader carrier and risk management ecosystem for cross-sell of retirement, benefits, and wealth management solutions.

Private boutique strength Despite growth, Summit positions as a boutique, highly relationship-driven firm with senior credentialed staff; ideal for tailored advisory platforms, enhanced client service tech, and scalable back-office support to maintain service levels amid growth.

Technology stack Current tech usage includes cloud and security tooling (Office 365, Mimecast, HSTS, X-Content-Type-Options) and online content delivery (WordPress, Google Hosted Libraries); opportunity to modernize client experience, data analytics, and automated compliance workflows.

Key personnel signal New leadership appointment as Chief Investment Officer signals potential cross-sell in investment solutions, discretionary management, and strategic asset allocation services to Summit’s retirement and benefits clients.

Financial and market fit Revenue range indicates mid-market client base with significant advisory needs; potential to offer comprehensive retirement, benefits administration, and tech-enabled financial planning platforms to consolidate services under HUB International’s umbrella.

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Summit Financial Corp Tech Stack

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

Google Hosted Libraries
Content Delivery Network
WordPress
Content Management System
CSC DBS
Domain Name Services
Mimecast Secure Email Gateway
Email Security
yepnope.js
Javascript Frameworks
Office 365
Office Suites
HSTS
Security
X-Content-Type-Options
Web & Portal Technology

Media & News

Summit Financial Corp's Email Address Formats

Summit Financial Corp uses at least 4 email formats:

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

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

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

How many employees does Summit Financial Corp have currently?

As of August 2026, Summit Financial Corp has approximately 43 employees across 3 continents, including North America, Africa and Oceania. Key team members include President: D. C., Owner: B. G. and 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 Libraries, WordPress, CSC DBS, Mimecast Secure Email Gateway, yepnope.js, Office 365, HSTS and X-Content-Type-Options.

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.