Insights

Top RIA Firm Summitry, LLC has been recognized as one of the top Registered Investment Advisory (RIA) firms in America by Financial Advisor Magazine. This accolade can be leveraged to attract high-net-worth individuals seeking personalized financial planning services.

Strategic Investment With a recent $4.13 million investment in Brookfield Asset Management Ltd., Summitry is actively expanding its portfolio. This signals potential partnership opportunities with other financial institutions or investment firms looking for collaborative ventures.

Tech-Savvy Approach Summitry utilizes a modern tech stack including Cloudflare, Google Font API, and YouTube. Highlighting the firm's technological sophistication can resonate with tech-oriented clients and position Summitry as a digitally progressive financial services provider.

Bay Area Expertise Specializing in financial planning for Bay Area residents, Summitry offers tailored solutions that cater to the unique needs of individuals in one of the most dynamic economic hubs in the world. This localized expertise can appeal to clients seeking region-specific financial guidance.

Scaled Growth Potential With a current employee size of 11-50 and revenue in the range of $0-10 million, Summitry shows promise for scaled growth. This presents an opportunity for service providers catering to growing companies to offer solutions that support Summitry's expanding operations.

Summitry Tech Stack

Summitry uses 8 technology products and services including Cloudflare, Google Font API, Twitter Emoji (Twemoji), and more. Explore Summitry's tech stack below.

  • Cloudflare
    Content Management System
  • Google Font API
    Font Scripts
  • Twitter Emoji (Twemoji)
    Font Scripts
  • HubSpot Chat
    Live Chat
  • Gravatar
    Miscellaneous
  • WP Engine
    Platform As A Service
  • Yoast SEO
    Search Engines
  • YouTube
    Video Players

Summitry's Email Address Formats

Summitry uses at least 1 format(s):
Summitry Email FormatsExamplePercentage
First@summitry.comJohn@summitry.com
39%
FirstLast@summitry.comJohnDoe@summitry.com
21%
FirLast@summitry.comJohDoe@summitry.com
1%
First@summitry.comJohn@summitry.com
39%

Frequently Asked Questions

Where is Summitry's headquarters located?

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Summitry's main headquarters is located at 919 E Hillsdale Blvd #150 #150 Foster City, California 94404 US. The company has employees across 2 continents, including North AmericaOceania.

What is Summitry's stock symbol?

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Summitry is a publicly traded company; the company's stock symbol is N/A.

What is Summitry's official website and social media links?

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Summitry's official website is summitry.com and has social profiles on LinkedIn.

How much revenue does Summitry generate?

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As of October 2024, Summitry's annual revenue reached $3.8M.

What is Summitry's NAICS code?

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Summitry's NAICS code is 52 - Finance and Insurance.

How many employees does Summitry have currently?

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As of October 2024, Summitry has approximately 49 employees across 2 continents, including North AmericaOceania. Key team members include Chief Operating Officer: C. W.Chief Client Experience Officer: J. M.Chief Strategy Officer: K. H.. Explore Summitry's employee directory with LeadIQ.

What industry does Summitry belong to?

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Summitry operates in the Financial Services industry.

What technology does Summitry use?

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Summitry's tech stack includes CloudflareGoogle Font APITwitter Emoji (Twemoji)HubSpot ChatGravatarWP EngineYoast SEOYouTube.

What is Summitry's email format?

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Summitry's email format typically follows the pattern of . Find more Summitry email formats with LeadIQ.

When was Summitry founded?

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Summitry was founded in 2003.
Summitry

Summitry

Financial ServicesCalifornia, United States11-50 Employees

At Summitry, we help you maximize the benefits of living in one of the most unique areas in the world. Our personalized financial planning guidance and investment strategies are specially suited for life in the Bay Area.

Section iconCompany Overview

Headquarters
919 E Hillsdale Blvd #150 #150 Foster City, California 94404 US
Stock Symbol
N/A
NAICS Code
52 - Finance and Insurance
Founded
2003
Employees
11-50

Section iconFunding & Financials

  • $10M

    Summitry's revenue is in the range of $10M

Section iconFunding & Financials

  • $10M

    Summitry's revenue is in the range of $10M

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