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.
| Website | http://summitry.com |
| Revenue | $6.7 million |
| Employees | 56 (46 on RocketReach) |
| Founded | 2003 |
| Address | 919 E Hillsdale Blvd # 150, # 150, Foster City, California 94404, US |
| Technologies |
JavaScript
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HTML
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PHP
+32 more
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| Industry | Financial Services |
| Keywords | Financial Planning, Investment Management, Financial Services, Investment Strategies, Portfolio Management, Wealth Management, Financial Advisor, Personalized Planning, Retirement Planning, Personal Finance, Investment Advice, Estate Planning, Financial Consulting, Retirement Solutions, Financial Guidance, Tax Planning, Wealth Building, Asset Management, Long Term Investing, Securities |
| Competitors | Fidelity Investments, Vanguard, Betterment, Personal Capital, Ally, Robinhood, Merrill Edge, Acorns, Wealthfront, Schwab Advisor Services +45 more (view full list) |
Looking for a particular Summitry employee's phone or email?
Summitry Questions
The Summitry annual revenue was $6.7 million in 2026.
Colin Higgins is the CEO of Summitry.
46 people are employed at Summitry.
Summitry is based in Foster City, California.
Top Summitry Employees
-
Colin Higgins
CEO at Summitry
San Francisco, CA, US25+ -
Alex Katz
President at Summitry
Los Altos, CA, US25 -
Conor Wilkes
Chief Operating Officer at Summitry
San Francisco, CA, US43 -
Michael Kon
Director of Research and Portfolio Manager at Summitry
Burlingame, CA, US25+ -
Jennifer Rouse
Director of Operations and CCO at Summitry
San Mateo, CA, US13 -
Matthew Gordon
Portfolio Manager and Senior Research Analyst at Summitry
San Mateo, CA, US25+ -
Ann Luong
Marketing Manager at Summitry
California, United States25+ -
Tyler Patterson
Financial Advisor at Summitry
California, United States1 -
Emily Hazelroth
Senior Financial Advisor and Advisor Manager at Summitry
California, United States11 -
Jack Zhao
Portfolio Manager at Summitry
San Francisco, CA, US23
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