Summary
Summit Financial Corp.
Founded in 1993
Description
Summit Financial Corporation is a leading provider of retirement, employee benefits, and financial planning products and services for organizations and individuals. For more than 20 years, Summit has helped retirement and benefits clients achieve their...
Strengths
- Summit Financial Corp. has a strong market share in their industry
- Revenue generated per employee is greater than industry average
- Demonstrating revenue growth that is faster than the industry average
- The number of employees is growing faster than the industry average
- Since Summit Financial Corp. was founded, the company has grown faster than the industry average
Annual Revenue
Summit Financial Corp.'s annual revenue
$3573000
Based on Kona Equity data
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Revenue per employee
$397000
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Annual revenue growth since founding
$115258
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Revenue growth rate from first known quarter to current
91.9%
Employee Count
9 employees
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Employee growth rate from first known quarter to current
72.2%
Executives
Brian Babcock
Vice President & Chief Operating Officer
b**@summitfinancialcorp.comDaniel Fowler
Vice President
d**@summitfinancialcorp.comStephen Wilbur
Director, Compliance, Corporate
s**@summitfinancialcorp.comJoseph Bonasera
President
j**@summitfinancialcorp.comPaul Ailstock
Principal
p**@summitfinancialcorp.comPaul Knisell
Vice President
p**@summitfinancialcorp.comAalap Chokshi
Account Manager
a**@summitfinancialcorp.comJulie Burnett
Administrative Assistant, Corporate
j**@summitfinancialcorp.comScott Boulay
Senior Consulting Actuary
s**@summitfinancialcorp.comGerald Hawkins
Dealer Relationship Manager
g**@summitfinancialcorp.comDavid Mulkern
Senior Account Manager
d**@summitfinancialcorp.comLisete Bairos
Manager, Operations
l**@summitfinancialcorp.comJulio Rojas
Supervisor, Collections
j**@summitfinancialcorp.comG Score - 5
The G Score is an eight-point scale where firms are given a score of 1 for each of the criteria that they pass. The G score compares a company against the industry median to find those that are healthy and growing.
- G1 Revenue is greater than the industry median.
- G2 Income per employee more than industry average.
- G3 Revenue growth rate from the first known quarter to current is higher than the industry average.
- G4 Employee growth rate from the first known quarter to current is higher than the industry average.
- G6 Annual revenue growth since founding is higher than the industry average.
Location
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Key Information
- Name: Summit Financial Corp.
- Category: Insurance
- Industry: Financial Planner
See similar companies
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By City Burlington Small Financial Planner in Burlington Mid-size Financial Planner in Burlington Insurance in Burlington Small Insurance in Burlington Mid-size Insurance in Burlington
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By State Massachusetts Small companies in Massachusetts Insurance in Massachusetts Small Insurance in Massachusetts Mid-size Insurance in Massachusetts Small Financial Planner in Massachusetts Mid-size Financial Planner in Massachusetts
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By Category Insurance Small Insurance Mid-size Insurance
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By Industry Financial Planner Small Financial Planner Mid-size Financial Planner Insurance and Financial Planner
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Firmographic data G Score of 5 Founded in 1993 #Finance General #Finance
Frequently Asked Questions
Summit Financial Corp.'s headquarters are located at 700 District Avenue Suite 900 900 Burlington, Massachusetts 01803.
Summit Financial Corp.'s official website is summitfinancialcorp.com
Summit Financial Corp.'s annual revenue is $3.6 M.
Summit Financial Corp. has 9 employees
Summit Financial Corp. is in the industry of Insurance.
