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We believe significant wealth requires an elevated approach. Summit Trail Advisors is a Networked Family Office – intentionally designed for those who have outgrown traditional wealth managers and desire the outcomes of a more dynamic, connected approach previously only found with individual family offices. Our independent, employee-owned structure allows Summit Trail to truly put our clients’ interests first and act as a fiduciary on all aspects of their financial lives. Overseeing billions in client assets, we have the scale to drive pricing power for our clients and attract the industry’s top talent internally, yet we are still small enough in size to access truly boutique and differentiated solutions for our clients. Additionally, we have a powerful network of clients, business partners, and colleagues collaborating to drive better ideas and solutions. With a true partnership culture, we collaborate across teams, regions, fellow trusted advisors, and clients and create environments where clients can connect in unique ways with other like-minded, successful families. Privacy Policy:

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Revenue $21.1 million
Employees 132 (132 on RocketReach)
Founded 2015
Address 140 E 45th St Fl 28, New York, New York 10017, US
Phone (212) 812-7010
JavaScript, Google Analytics, Google Tag Manager +12 more (view full list)
Category Financial Services, Finance General, Banking, Finance, Lending and Investments, Crowdfunding
Web Rank 4 Million
Keywords summit trail advisors, "lauren cosulich", summit trail advisors minimum, summittrail, summit trail
Competitors Ballentine Partners, LLC, Orion Brinker Capital, Round Table Wealth Management, Vivaldi Capital Management, Wealth Advisory Services
SIC 628, 62
NAICS 52393, 52, 5239, 523

Summit Trail Advisors Questions

The Summit Trail Advisors annual revenue was $21.1 million in 2023.

Christopher Hopkins is the Vice President, Investments of Summit Trail Advisors.

132 people are employed at Summit Trail Advisors.

Summit Trail Advisors is based in New York, New York.

The NAICS codes for Summit Trail Advisors are [52393, 52, 5239, 523].

The SIC codes for Summit Trail Advisors are [628, 62].

Top Summit Trail Advisors Employees

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