Insights

Growing Investment Capabilities Summit Rock Advisors manages significant assets with revenue between 100 million and 250 million, demonstrating robust growth potential which could benefit from advanced financial technology solutions and scalable service platforms.

Recent Investment Expansion The company's recent substantial investments into real estate and equity markets indicate an active expansion strategy that may require enhanced asset management tools, tailored reporting solutions, and portfolio analytics support.

Market Competitiveness Operating within a highly competitive industry alongside firms like BlackRock and Fidelity suggests Summit Rock Advisors may be interested in innovative fintech integrations, risk management systems, and client engagement platforms to differentiate its offerings.

Technology Adoption Utilizing a mix of web and document management technologies like PHP, Duda, and DocuSign highlights a focus on digital operations, presenting opportunities for cybersecurity enhancements, cloud-based analytics, and API integrations to streamline workflows.

Strategic Networking With a focused employee base of up to 200 professionals and involvement in high-value transactions, targeted outreach to senior decision-makers in asset management and institutional investing could unlock strategic partnerships and bespoke service solutions.

Summit Rock Advisors Tech Stack

Summit Rock Advisors uses 8 technology products and services including Duda, Google Fonts API, Lightbox, and more. Explore Summit Rock Advisors's tech stack below.

  • Duda
    Content Management System
  • Google Fonts API
    Font Scripts
  • Lightbox
    Javascript Libraries
  • jQuery
    Javascript Libraries
  • DocuSign
    Miscellaneous
  • MyWebsite
    Page Builders
  • PHP
    Programming Languages
  • Apache HTTP Server
    Web Servers

Summit Rock Advisors's Email Address Formats

Summit Rock Advisors uses at least 1 format(s):
Summit Rock Advisors Email FormatsExamplePercentage
First.Last@summitrock.comJohn.Doe@summitrock.com
49%
Last@summitrock.comDoe@summitrock.com
1%
FLast@summitrock.comJDoe@summitrock.com
1%
First.Last@summitrock.comJohn.Doe@summitrock.com
49%

Frequently Asked Questions

What is Summit Rock Advisors's phone number?

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You can contact Summit Rock Advisors'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 Rock Advisors's official website and social media links?

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

What is Summit Rock Advisors's NAICS code?

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

How many employees does Summit Rock Advisors have currently?

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As of December 2025, Summit Rock Advisors has approximately 81 employees across 3 continents, including North AmericaEuropeSouth America. Key team members include Chief Financial Officer (cfo), Senior Managing Director: T. S.Chief Financial Officer - (alternatives) Portfolios: K. W.Chief Investment Strategist And Co-Founder: N. D.. Explore Summit Rock Advisors's employee directory with LeadIQ.

What industry does Summit Rock Advisors belong to?

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Summit Rock Advisors operates in the Financial Services industry.

What technology does Summit Rock Advisors use?

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Summit Rock Advisors's tech stack includes DudaGoogle Fonts APILightboxjQueryDocuSignMyWebsitePHPApache HTTP Server.

What is Summit Rock Advisors's email format?

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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?

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Summit Rock Advisors was founded in 2007.

Summit Rock Advisors

Financial ServicesNew York, United States51-200 Employees

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Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Founded
2007
Employees
51-200

Section iconFunding & Financials

  • $100M$250M

    Summit Rock Advisors's revenue is estimated to be in the range of $100M$250M

Section iconFunding & Financials

  • $100M$250M

    Summit Rock Advisors's revenue is estimated to be in the range of $100M$250M

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