Insights

Growth Through Acquisition Summit Financial Group's recent acquisition of Compass Benefit Solutions and partnership with Burke & Herbert Bank demonstrate active expansion strategies, indicating potential for upselling advanced benefit and insurance solutions to newly acquired clients and partners.

Strong Market Presence With a revenue range of 100M to 250M and a workforce of over 50 employees, Summit operates within a competitive segment alongside companies like United Planners and Cetera Financial, suggesting opportunities to offer scalable financial technology and advisory solutions tailored to mid-sized financial firms.

Technology Utilization Summit leverages a diverse tech stack including cloud services, SEO tools, and financial management software, offering potential to introduce advanced cybersecurity, CRM, or data analytics solutions to enhance operational robustness and client engagement.

Recent Data Security Concerns Following a notable data breach in July 2023, there is a clear need for enhanced cybersecurity and compliance solutions, presenting an opportunity to offer security audits, breach prevention services, or data protection technologies.

Client-Centric Solutions Summit's focus on benefits, insurance, and investment solutions highlights a demand for innovative financial planning tools and employee engagement platforms that can strengthen client retention and attract new business initiatives.

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 1 continents, including North America.

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.

How much revenue does Summit Financial Group, Inc. generate?

As of February 2026, Summit Financial Group, Inc.'s annual revenue is estimated to be $576K.

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 February 2026, Summit Financial Group, Inc. has approximately 138 employees across 1 continents, including North America. 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.