What is Summit Retirement Advisors's NAICS code?

Summit Retirement Advisors's NAICS code is 52 (Finance and Insurance).

Insights

Niche market Target academic and scientific professionals across 40+ institutions in 25+ states, presenting a clear opportunity to tailor financial planning services to research-driven careers.

Retirement and benefits Offer specialized retirement plan management and benefits navigation (401K, 403(b), 457(b), 401(a)) to institutions or research-focused employers seeking constrained, data-backed financial plans for their faculty and staff.

Data-driven value Emphasize research-backed, data-driven financial planning that aligns with demanding careers, positioning to win as a trusted partner for institutions prioritizing evidence-based decision making.

Scale-ready model Small team with broad reach suggests partnering opportunities with larger financial services firms for white-label or referral arrangements to expand geographic coverage and capabilities.

Tech-enabled service Highlight lightweight, scalable tech stack and online capabilities to support nationwide and global reach, appealing to institutions seeking modern, low-friction advisory solutions.

Summit Retirement Advisors Tech Stack

Summit Retirement Advisors uses 8 technology products and services including Google Domains, Squarespace Commerce, Google Fonts API, and more. Explore Summit Retirement Advisors's tech stack below.

Google Domains

Domain Name Services

Squarespace Commerce

E-commerce

Google Fonts API

Font Scripts

Font Awesome

Font Scripts

Stimulus

Javascript Frameworks

JSON-LD

Javascript Frameworks

parallax.js

Javascript Libraries

HSTS

Security

Frequently Asked Questions

What is Summit Retirement Advisors's phone number?

You can contact Summit Retirement Advisors's main corporate office by phone at

+1-765-447-****

. 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 Retirement Advisors's official website and social media links?

Summit Retirement Advisors's official website is research-wealth.com and has social profiles on LinkedIn.

How much revenue does Summit Retirement Advisors generate?

As of July 2026, Summit Retirement Advisors's annual revenue is estimated to be $1M - $10M.

What is Summit Retirement Advisors's SIC code NAICS code?

Summit Retirement Advisors's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does Summit Retirement Advisors have currently?

As of July 2026, Summit Retirement Advisors has approximately 4 employees across 1 continents, including North America. Key team members include Owner: J. M.Financial Advisor, Investment Manager: J. R.. Explore Summit Retirement Advisors's employee directory with LeadIQ.

What industry does Summit Retirement Advisors belong to?

Summit Retirement Advisors operates in the Financial Services industry.

What technology does Summit Retirement Advisors use?

Summit Retirement Advisors's tech stack includes Google DomainsSquarespace CommerceGoogle Fonts APIFont AwesomeStimulusJSON-LDparallax.jsHSTS.

When was Summit Retirement Advisors founded?

Summit Retirement Advisors was founded in 2002.

Summit Retirement Advisors

Q: How many employees does Summit Retirement Advisors have currently?

Summit Retirement Advisors has approximately 4 employees.

Q: What technology does Summit Retirement Advisors use?

Summit Retirement Advisors's tech stack includes Google Cloud DNS, jQuery, cdnjs, Google Domains, Stimulus.

Financial ServicesIndiana, United States2-10 Employees

Summit Retirement Advisors is a financial services firm that specializes in drafting data-informed financial plans tailored to professionals in academic and scientific fields. The firm emphasizes aligning individuals’ financial strategies with the demands and goals of demanding intellectual careers, aiming to reduce the effort clients must devote to planning while providing structured, personalized guidance. Its services encompass retirement and investment management, as well as life planning, with offerings that include management of various retirement accounts and assistance with employer and employee benefits, succession considerations, and overall financial planning. Based in Lafayette, Indiana, Summit serves faculty, professionals, and entrepreneurs across numerous institutions nationwide, reflecting a broad reach beyond its local origins. The company operates with a small team and positions itself within the financial services industry by delivering research-based, customized planning for a niche professional audience.

Insights

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