What is Summit Financial Group, Inc.'s NAICS code?

Summit Financial Group, Inc.'s NAICS code is 52 (Finance and Insurance).

Insights

Recent Strategic Acquisitions Summit Financial Group has demonstrated growth through strategic acquisitions like Compass Benefit Solutions and PremierSource, indicating an openness to expansion and partnership opportunities within the benefits and financial services sectors.

Market Expansion Activities The recent partnership with Burke & Herbert Bank and expansion into the Southwest through acquisitions suggest that Summit is actively seeking regional growth opportunities, making it a potential target for vendors aiming to support their geographic and service footprint.

Technology Utilization With a tech stack incorporating tools like Google Sheets, Yoast SEO, and cloud services, Summit shows an interest in leveraging technology, offering opportunities for providers of financial tech, analytics, or marketing solutions to enhance their operational efficiency.

Financial Capacity Generating revenue between 100 million and 250 million dollars, Summit stands as a sizable firm with substantial financial resources, representing a valuable partner or client for B2B solutions in areas such as enterprise software, compliance, or employee benefits technology.

Industry Positioning Positioned alongside significant players like Voya Financial and Cetera, Summit’s focus on comprehensive benefits and investment solutions indicates opportunities for financial technology providers and benefit services firms to engage in strategic partnerships or product placements.

Similar companies to Summit Financial Group, Inc.

Summit Financial Group, Inc. Tech Stack

Summit Financial Group, Inc. uses 8 technology products and services including QuickBooks, RSS, Cloudflare, and more. Explore Summit Financial Group, Inc.'s tech stack below.

QuickBooks
Accounting And Finance
RSS
Content Management System
Cloudflare
Content Management System
oEmbed
Dev Tools
Google Sheets
Office Suites
Yoast SEO
Search Engines
X-Content-Type-Options
Web & Portal Technology
Gravity Forms
Web Platform Extensions

Media & News

Summit Financial Group, Inc.'s Email Address Formats

Summit Financial Group, Inc. uses at least 1 format(s):

Summit Financial Group, Inc. Email Formats	Example	Percentage
FLast@yoursummit.com	JDoe@yoursummit.com	91%
Last@yoursummit.com	Doe@yoursummit.com	5%
LastFi@yoursummit.com	DoeJo@yoursummit.com	2%
First.Last@yoursummit.com	John.Doe@yoursummit.com	2%

Frequently Asked Questions

Where is Summit Financial Group, Inc.'s headquarters located?

Summit Financial Group, Inc.'s main headquarters is located at 5420 Lbj Freeway Suite 1940 Dallas, Texas 75240 United States. The company has employees across 2 continents, including North AmericaAsia.

What is Summit Financial Group, Inc.'s phone number?

You can contact Summit Financial Group, Inc.'s main corporate office by phone at

+1-918-663-****

. 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 Group, Inc.'s stock symbol?

Summit Financial Group, Inc. is a publicly traded company; the company's stock symbol is SMMF.

What is Summit Financial Group, Inc.'s official website and social media links?

Summit Financial Group, Inc.'s official website is yoursummit.com and has social profiles on LinkedIn.

What is Summit Financial Group, Inc.'s SIC code NAICS code?

Summit Financial Group, Inc.'s SIC code is 6411 - Insurance Agents, Brokers, and Service NAICS code is 52 - Finance and Insurance.

How many employees does Summit Financial Group, Inc. have currently?

As of April 2026, Summit Financial Group, Inc. has approximately 139 employees across 2 continents, including North AmericaAsia. Key team members include Vice President Of Employee Benefits: K. M.Vice President Of Sales: D. N.Vice President Of Southern Region: C. S.. Explore Summit Financial Group, Inc.'s employee directory with LeadIQ.

What industry does Summit Financial Group, Inc. belong to?

Summit Financial Group, Inc. operates in the Financial Services industry.

What technology does Summit Financial Group, Inc. use?

Summit Financial Group, Inc.'s tech stack includes QuickBooksRSSCloudflareoEmbedGoogle SheetsYoast SEOX-Content-Type-OptionsGravity Forms.

What is Summit Financial Group, Inc.'s email format?

Summit Financial Group, Inc.'s email format typically follows the pattern of FLast@yoursummit.com. Find more Summit Financial Group, Inc. email formats with LeadIQ.

When was Summit Financial Group, Inc. founded?

Summit Financial Group, Inc. was founded in 1988.

Summit Financial Group, Inc.

Q: What technology does Summit Financial Group, Inc. use?

Summit Financial Group, Inc.'s tech stack includes OneDrive, Cloudflare Bot Management, X-Content-Type-Options, Modernizr, Google.

Financial ServicesTexas, United States51-200 Employees

At Summit, we design and strategically implement professional benefits, insurance, and investment solutions that help secure a healthy financial future for our clients.

Founded on the vision of creating a full-service benefits firm, Summit utilizes many years of industry knowledge coupled with bright, hard-working, and extremely credentialed employees to take satisfaction to a new “Summit”. 

Investment Advisor Representative offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.