Insights

Strategic Investments Summit Rock Advisors has made sizable real estate and tech-focused investments (Invesco Real Estate and Invesco QQQ), indicating a focus on diversified, high-value assets and active portfolio management that may benefit from enhanced analytics, reporting, and risk monitoring services.

Growth Potential With an employee base of 51-200 and reported revenue between 100M and 250M, there is scale for deeper enterprise solutions, enterprise-grade cybersecurity, and scalable client-facing platforms to support expanding client services.

Tech Stack Current technologies include generic web and document handling tools (Duda, Adobe Experience Cloud, DocuSign) and basic development libraries (jQuery, Apache). This presents opportunities for modernization, integration, and data automation through more advanced content, security, and data analytics platforms.

Competitive Positioning Operating in the financial services sector with peers like Dimensional, Fidelity, and BlackRock, Summit Rock Advisors likely values industry-standard compliance, risk controls, and client experience enhancements—areas where managed services, regulatory tech, and performance analytics can differentiate.

Sales Triggers Recent notable investments and mid-market scale suggest a readiness for additional capital-efficient tech, CRM and analytics upgrades, security hardening, and outsourced operations to support growth without proportional headcount increases.

Similar companies to Summit Rock Advisors

Dimensional Fund Advisors
1.8K$1B - $10B
Fidelity Investments
85K$10B+
State Street Investment Management
2.4K$1B - $10B
Wellington Management
3.6K$10B+
BlackRock
35K$10B+
Vanguard
29K$10B+
Invesco
7.2K$1B - $10B
J.P. Morgan Asset Management
6K$10B+
PIMCO
4.4K$10B+
Northern Trust Asset Management
936$1B - $10B
T. Rowe Price
8.5K$1B - $10B

Summit Rock Advisors Tech Stack

Summit Rock Advisors uses 8 technology products and services including Duda, Adobe Experience Cloud, Mimecast, and more. Explore Summit Rock Advisors's tech stack below.

Duda
Content Management System
Adobe Experience Cloud
Data Management Platforms
Mimecast
Email Security
jQuery
Javascript Libraries
Lightbox
Javascript Libraries
DocuSign
Miscellaneous
MyWebsite
Page Builders
Apache
Web Servers

Media & News

Summit Rock Advisors, LLC invests into Invesco Real Estate $73.4M.
Summit Rock Advisors LP invests $73.38 million in Invesco QQQ (NASDAQ:QQQ).
Oct 01, 2023 | www.etfdailynews.com

Summit Rock Advisors's Email Address Formats

Summit Rock Advisors uses at least 6 email formats:

Summit Rock Advisors Email Formats	Example	Percentage
First.Last@summitrock.com	John.Doe@summitrock.com	96%
Last@summitrock.com	Doe@summitrock.com	3%
FLast@summitrock.com	JDoe@summitrock.com	1%
First.Last@summit-rock.com	John.Doe@summit-rock.com	72%
Last@summit-rock.com	Doe@summit-rock.com	25%
FLast@summit-rock.com	JDoe@summit-rock.com	3%

Frequently Asked Questions

What is Summit Rock Advisors's phone number?

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

+1-406-542-****

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

Summit Rock Advisors's official website is summitrock.com and has social profiles on LinkedIn.

How much revenue does Summit Rock Advisors generate?

As of October 2026, Summit Rock Advisors's annual revenue is estimated to be $100M - $250M.

What is Summit Rock Advisors's NAICS code?

Summit Rock Advisors's NAICS code is 52 - Finance and Insurance.

How many employees does Summit Rock Advisors have currently?

As of October 2026, Summit Rock Advisors has approximately 84 employees across 3 continents, including North America, Africa and Europe. Key team members include Chief Investment Strategist And Co-Founder: N. D., Senior Managing Director, Chief Investment Strategist And Head Of Asset Allocation: J. T. and Managing Director, Head Of Human Resources: C. T. Explore Summit Rock Advisors's employee directory with LeadIQ.

What industry does Summit Rock Advisors belong to?

Summit Rock Advisors operates in the Financial Services industry.

What technology does Summit Rock Advisors use?

Summit Rock Advisors's tech stack includes Duda, Adobe Experience Cloud, Mimecast, jQuery, Lightbox, DocuSign, MyWebsite and Apache.

What is Summit Rock Advisors's email format?

Summit Rock Advisors's email format typically follows the pattern of First.Last@summitrock.com. Find more Summit Rock Advisors email formats with LeadIQ.

When was Summit Rock Advisors founded?

Summit Rock Advisors was founded in 2007.

Summit Rock Advisors

Q: What is Summit Rock Advisors's official website and social media links?

Summit Rock Advisors's official website is summitrock.com. Summit Rock Advisors has social profiles on LinkedIn.

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

Summit Rock Advisors has approximately 84 employees.

Q: What technology does Summit Rock Advisors use?

Summit Rock Advisors's tech stack includes gstatic.com, HSTS, Mimecast, jQuery, Apache HTTP Server.

Q: What is Summit Rock Advisors's NAICS code?

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

Financial ServicesNew York, United States51-200 Employees

Summit Rock Advisors is a mid-sized financial services firm headquartered in New York City, New York. It operates within the asset management segment of the industry, offering investment-related services as part of its core activities. The company employs a mid-sized team, reflecting its scale within the sector.

In the broader asset management landscape, Summit Rock Advisors sits among established peers such as Dimensional Fund Advisors and Fidelity Investments. Public information about the firm is limited to basic corporate details and a note of recent activity, with no additional specifics on its product lines or client base.