What departments does Summitry have?

Summitry has employees across 4 departments including Entrepreneurship, Marketing, Finance, Banking.

What is the largest department at Summitry?

The largest department at Summitry is Finance with 3 employees.

Where are Summitry employees located globally?

Summitry has employees across 1 continents and 2 countries including United States Of America, Canada.

How has Summitry's team size changed over time?

Summitry's team has decreased from approximately 52 to 47 employees based on available data.

Learn more at LeadIQ.com

Summitry Employee Directory

Q: Who are Summitry's key employees and leadership?

Summitry's key employees include: President: J. S..

Financial ServicesCalifornia, United States51-200 Employees

Summitry operates in the financial services sector, offering personalized financial planning guidance and investment strategies tailored to life in the Bay Area. The firm is based in Foster City, in the Bay Area, and serves clients seeking customized planning and investment support. As a mid-sized firm, Summitry focuses on helping individuals and households address their local financial needs with targeted guidance.

Recently, Summitry announced the acquisition of Vantage Wealth, LLC, an RIA based in Pasadena. The move expands Summitry's geographic footprint beyond the Bay Area.

Summitry Global Highlights

North America
63

United States Of America
62
Canada
1

Summitry's Leadership

J. S.
President
Mobile Phone
Email
J. L.
Owner
Mobile Phone
Email
A. L.
Marketing Manager
Mobile Phone
Email
E. H.
Senior Financial Advisor & Advisor Manager
Mobile Phone
Email
R. C.
As Compliance Manager
Mobile Phone
Email
K. K.
Senior Financial Advisor
Mobile Phone
Email
C. T.
Investment Associate
Mobile Phone
Email
C. P.
Financial Planning
Mobile Phone
Email

Summitry Employee Metrics

100%

50%

2026

2025

Banking
Business
Entrepreneurship
Finance
Human Resources
Other
Accounting

Contact profiles from Summitry

Name

Title

Contact Info

Location

Last Update

T. P.
Financial Advisor
Mobile Phone
Email
Jun 08, 2026

Frequently Asked Questions

What is Summitry known for?

Summitry was founded in 2003 operates in the Financial Services industry. Explore Summitry's company overview page for more information.

What is Summitry's most common email format?

Summitry employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Summitry email formats with LeadIQ.

How many employees does Summitry have currently?

Summitry has approximately 55 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Summitry's key employees and leadership?

As of July 2026, Summitry's key employees include:

President: J. S.
Owner: J. L.
Marketing Manager: A. L.
Senior Financial Advisor & Advisor Manager: E. H.
As Compliance Manager: R. C.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

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.

Summitry Employee Directory

Find Summitry employees' phone numbers or email addresses

Name search is limited — try advanced search instead