Insights

Growth Potential Summit Financial Networks serves a substantial network of 350 financial advisors across 200 offices, indicating a significant market opportunity for scalable financial technology solutions and support services tailored to a distributed advisory network.

Strong Financial Position With revenues estimated between 100 million and 250 million dollars, the company demonstrates robust financial health, suggesting readiness to invest in new technology platforms, compliance tools, or staff expansion to enhance service delivery.

Recent Leadership Expansion The hiring of Peter Bell via LPL Financial indicates ongoing strategic growth and potential for collaboration on compliance, investment solutions, or advisory platform enhancements to strengthen advisor support.

Technology Stack Indicators Utilization of modern web technologies such as Bootstrap, Nginx, and RequireJS suggests openness to adopting innovative digital solutions, presenting opportunities for partnerships in cybersecurity, website optimization, or client engagement tools.

Market Positioning Operating within the competitive financial advisory sector alongside large firms like AIG and MassMutual, Summit positions itself as a boutique service provider, ideal for targeted sales of specialized wealth management software, training programs, or niche financial products.

Summit Financial Networks, Inc. Tech Stack

Summit Financial Networks, Inc. uses 8 technology products and services including W3 Total Cache, RequireJS, MixItUp, and more. Explore Summit Financial Networks, Inc.'s tech stack below.

W3 Total Cache

Caching

RequireJS

Javascript Frameworks

MixItUp

Javascript Frameworks

Swiper

Javascript Libraries

Mailcheck

Javascript Libraries

Choices

Javascript Libraries

Bootstrap

UI Frameworks

Nginx

Web Servers

Summit Financial Networks, Inc. Email Formats	Example	Percentage
FLast@summitbrokerage.com	JDoe@summitbrokerage.com	90%
Last@summitbrokerage.com	Doe@summitbrokerage.com	8%
First.Last@summitbrokerage.com	John.Doe@summitbrokerage.com	2%

Summit Financial Networks, Inc. Email Formats

Example

Percentage

FLast@summitbrokerage.com

JDoe@summitbrokerage.com

90%

Last@summitbrokerage.com

Doe@summitbrokerage.com

First.Last@summitbrokerage.com

John.Doe@summitbrokerage.com

Frequently Asked Questions

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

Summit Financial Networks, Inc.'s main headquarters is located at 595 South Federal Highway, Suite 500. The company has employees across 1 continents, including North America.

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

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

+1-561-338-****

. 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 Networks, Inc.'s official website and social media links?

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

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

Summit Financial Networks, Inc.'s NAICS code is 52 - Finance and Insurance.

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

As of December 2025, Summit Financial Networks, Inc. has approximately 88 employees across 1 continents, including North America. Key team members include Vice President Investments: D. D.President: M. L.President Financial Advisor: A. W.. Explore Summit Financial Networks, Inc.'s employee directory with LeadIQ.

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

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

What technology does Summit Financial Networks, Inc. use?

Summit Financial Networks, Inc.'s tech stack includes W3 Total CacheRequireJSMixItUpSwiperMailcheckChoicesBootstrapNginx.

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

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

When was Summit Financial Networks, Inc. founded?

Summit Financial Networks, Inc. was founded in 1993.

Summit Financial Networks, Inc.

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

Summit Financial Networks, Inc.'s tech stack includes Amazon Web Services, jQuery, imagesLoaded, Alteryx, Google Fonts API.

Financial ServicesFlorida, United States51-200 Employees

Summit Financial Networks is a boutique firm serving 350 financial advisors operating from 200 offices throughout the United States.  To join Summit, call 800.354.5528 or visit us at www.summitfn.com. Summit is different from other firms:

By treating our financial advisors as our customers, and providing them with the same level of service and support that they provide to their clients, Summit’s management team and employees have built an organization that makes our financial advisors want to call Summit their home. 

Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.

Investments are: • Not FDIC/NCUSIF insured
May lose value • Not financial institution guaranteed • Not a deposit • Not insured by any federal government agency. 

225 Northeast Mizner Boulevard
Suite 550
Boca Raton, Florida 33432

Insights

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