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Summit Financial Group, LLC
Summit is a high-touch, boutique independent practice with more than 20 years of experience working with successful and happy advisors. We’re welcoming a community of like-minded peers available for sharing insights and best practices. We champion advisors with the resources and support you need so you can focus on what matters most: cultivating client relationships and growing your business. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Important Disclosure Information: http://raymondjames.com/smicd.htm Summit Financial Group LLC is not a registered broker/dealer and is independent of Raymond James Financial Services.
San Ramon, California, US
Private
$39.4M Revenue
http://www.summitadvisors.com
66 Employees
Velocity Partners
B2B marketing has a big pipeline problem. Here's what's up. Most of your marketing is designed to convert people ready to buy. But most of your market won't be ready to buy for months (if not years). Almost 100% of your marketing budget goes to sales activation programs that generate MQLs but not pipeline (because buying committees don't buy from strangers). Meanwhile you're not building the brand equity and recognition you need to make the shortlist when the time is right. We help smart B2B folks take brand and performance to market together — to get famous with future buyers, and then connect with them when they're actively in-market. We do that by telling great stories about stuff it’s hard to get your head around, through B2B content marketing and campaigns that give your best buyers a reason to spend time with your brand. If you're looking for the list of stuff we do, it includes (but isn't limited to): Positioning & Messaging, Creative Content and Campaign Planning, Brand & Visual Identity, Digital Development & Websites, B2B SEO, SEM, Paid Media, Marketing Ops, and more. Here’s what we’ve done for some of our clients: $5m a year pipeline contributed by marketing, with half converting to sales — up 50% year-on year from a brand campaign – Rockset 20M impressions on employer branding ads served for recruiter programs and 250+ conversions on applications – Solita 210% YoY improvement in SEO performance, 46.2% CTR from homepage and $217.7M invested after two rounds of funding from a brand repositioning – Quantexa To find out more, give us a message on LinkedIn. Or we suggest you visit our website www.velocitypartners.com, browse the blog and read some of our home-grown content: The new B2B Manifesto (https://bit.ly/4bCGNgi) The Content Marketing Workbook (http://bit.ly/1kvpXFP) The Holy Trinity of B2B Marketing (http://bit.ly/1kvq4Bw)
UK
Private
$19.4M Revenue
https://velocitypartners.com/
27 Employees
Creative Business Solutions
Authorized distributor for HPE Renew products based in Long Island, New York, CBS offers a diverse range of products including Servers, Blade Servers, Server Options such as Hard Drives and Memory, Storage Products, Networking Equipment, and other Computer Hardware.
Plainview, New York, US
Private
$17.8M Revenue
https://www.creativebusinesssolutions.com
24 Employees

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