Insights

Niche VC profile Small scale venture capital firm with minimal headcount and a stated focus in VC/PE principals presents an opportunity to offer targeted service packages such as outsourced fund administration, portfolio analytics, deal sourcing tools, and compliance solutions tailored for boutique firms.

Tech stack signals Adoption of marketing and analytics tools (FMG Suite, Google Analytics, Datadog, JSON-LD, Cloudflare Bot Management) indicates openness to digital marketing optimization, website performance monitoring, data tagging, and anti-bot security solutions—areas to propose integrated martech and security enhancements.

Location nuance Registered address in Florida with a separate Madison New Jersey listing suggests potential cross-state operations or affiliates; target both Florida-based service providers (compliance, fund administration, tax advisory) and New Jersey financial services partners for a tailored onboarding approach.

Market positioning As a boutique player with peers listed as large financial firms in the data set, there is a sales opportunity to position scalable back-office SaaS, boutique advisory services, and customized due diligence platforms that fit smaller teams while enabling growth without the overhead of large firms.

Growth enablement With an absence of disclosed funding data, there is room to engage on fundraising strategy support, investor relations tooling, and performance dashboards to attract co-investors, LPs, and strategic partners as the firm expands.

Summit Group Advisors LLC Tech Stack

Summit Group Advisors LLC uses 8 technology products and services including FMG Suite, Font Awesome, JSON-LD, and more. Explore Summit Group Advisors LLC's tech stack below.

  • FMG Suite
    Content Marketing
  • Font Awesome
    Font Scripts
  • JSON-LD
    Javascript Frameworks
  • jQuery
    Javascript Libraries
  • Datadog
    Real User Monitoring
  • Cloudflare Bot Management
    Security
  • YouTube
    Video Players
  • Google Search Console
    Web Analytics

Summit Group Advisors LLC's Email Address Formats

Summit Group Advisors LLC uses at least 2 format(s):
Summit Group Advisors LLC Email FormatsExamplePercentage
FLast@summitbrokerage.comJDoe@summitbrokerage.com
90%
Last@summitbrokerage.comDoe@summitbrokerage.com
8%
First.Last@summitbrokerage.comJohn.Doe@summitbrokerage.com
2%

Frequently Asked Questions

What is Summit Group Advisors LLC's phone number?

Minus sign iconPlus sign icon
You can contact Summit Group Advisors LLC's main corporate office by phone at . 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 Group Advisors LLC's official website and social media links?

Minus sign iconPlus sign icon
Summit Group Advisors LLC's official website is mysummitadvisors.com and has social profiles on LinkedIn.

What is Summit Group Advisors LLC's SIC code NAICS code?

Minus sign iconPlus sign icon
Summit Group Advisors LLC's SIC code is 6371 - Pension, Health, and Welfare Funds NAICS code is 52391 - Miscellaneous Intermediation.

How many employees does Summit Group Advisors LLC have currently?

Minus sign iconPlus sign icon
As of July 2026, Summit Group Advisors LLC has approximately 1 employees across 1 continents, including North America. Key team members include Vice President: R. D.Contact Center Manager: R. F.. Explore Summit Group Advisors LLC's employee directory with LeadIQ.

What industry does Summit Group Advisors LLC belong to?

Minus sign iconPlus sign icon
Summit Group Advisors LLC operates in the Venture Capital and Private Equity Principals industry.

What technology does Summit Group Advisors LLC use?

Minus sign iconPlus sign icon
Summit Group Advisors LLC's tech stack includes FMG SuiteFont AwesomeJSON-LDjQueryDatadogCloudflare Bot ManagementYouTubeGoogle Search Console.

What is Summit Group Advisors LLC's email format?

Minus sign iconPlus sign icon
Summit Group Advisors LLC's email format typically follows the pattern of FLast@summitbrokerage.com. Find more Summit Group Advisors LLC email formats with LeadIQ.
Summit Group Advisors LLC logo

Summit Group Advisors LLC

Venture Capital and Private Equity PrincipalsFlorida, United States0-1 Employees

Summit Group Advisors LLC operates within the venture capital and private equity space, focusing on principals in the investment arena. The firm’s activities revolve around advising and guiding venture capital and private equity transactions, with an emphasis on providing inputs relevant to investment decisions and portfolio development for its clients. Based in Seminole, Florida, the company is described as a venture capital entity and appears to engage with markets and opportunities beyond a single location, reflecting a strategic orientation toward early-stage to growth-focused ventures in the broader financial services sector. While the information on staffing is limited, the organization is presented as a small professional entity, and there is a note indicating a second address in Madison, New Jersey, suggesting possible geographic reach or historical listing. A recent development mentioned in connection with the firm references its website, which provides further details about its activities and services for prospective partners and clients.

Section iconCompany Overview

Phone number
SIC Code
6371 - Pension, Health, and Welfare Funds
NAICS Code
52391 - Miscellaneous Intermediation
Employees
0-1

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.