stars 1 stars 2 stars 3

Summitry Information

View Top Employees from Summitry

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 59 (45 on RocketReach)
Founded 2003
Address 919 E Hillsdale Blvd # 150, # 150, Foster City, California 94404, US
Technologies
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, Schwab Advisor Services, Vanguard, Merrill Edge, Ally, Robinhood, Betterment, Wealthfront, Acorns, Personal Capital +45 more (view full list)

Summitry Questions

The Summitry annual revenue was $6.7 million in 2026.

Colin Higgins is the CEO of Summitry.

45 people are employed at Summitry.

Summitry is based in Foster City, California.

Top Summitry Employees

View Similar People

Related Companies

CoTrader.com
18
$5.9m
Bailard, Inc.
95
$18m
Technology Finance Partners
6
$8.1m
Bertram Capital
78
$25.9m
American Infrastructure Funds
11
$14.2m
Nipun Capital, L.P.
24
$2m
TAYGO Inc.
15
$800k
Scale Venture Partners
91
$24.7m
G2 Leader Summer 2026 G2 Best Est ROI Mid-Market Summer 2026 G2 Easiest Admin Mid-Market Summer 2026 G2 Most Implementable Summer 2026 G2 Best Results Mid-Market Summer 2026 G2 Lead Capture Mid-Market Summer 2026 Inc Fastest Growing Private Companies 2026 Inc Best Workplace 2026
g2crowd
G2Crowd Trusted
chromestore
300K+ Plugin Users