Summary
Summit Private Wealth
Founded in 2010
Description
Summit Private Wealth is a leading multi-family office built on a vision of providing innovative financial solutions, premier advisory services and a commitment to filling a void in the financial planning industry. Collectively, we bring over 35 years...
Strengths
- Summit Private Wealth 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
- Revenue growth is more steady than the industry average
- Since Summit Private Wealth was founded, the company has grown faster than the industry average
Annual Revenue
Summit Private Wealth's annual revenue
$2165000
Based on Kona Equity data
-
Revenue per employee
$360833
-
Variance of revenue growth
0.12
-
Annual revenue growth since founding
$154643
-
Revenue growth rate from first known quarter to current
-23.0%
Employee Count
6 employees
-
Employee growth rate from first known quarter to current
-29.4%
Executives
Eyyup Cam
Financial Security Advisor
c**@summitprivatewealth.caRaymond Johanne
Executive Assistant
j**@summitprivatewealth.caVal Novac
Branch Manager of Office
n**@summitprivatewealth.caTao Jiang
Member of Team
j**@summitprivatewealth.caJiwon Lee
Vice President, Operations
l**@summitprivatewealth.caG Score - 6
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.
- G5 Variance of revenue growth is less 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 Private Wealth
- Industry: Financial Planner
- SIC: 62
- NAICS: 523; 52
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Firmographic data G Score of 6 Founded in 2010 SIC: 62 NAICS: 523 NAICS: 52 #Investment Banking #Finance
Frequently Asked Questions
Summit Private Wealth's headquarters are located at 1250 Ren-Lvesque Blvd W. Ste 2880 Montreal, Quebec H3B 4W8.
Summit Private Wealth's official website is summitprivatewealth.ca
Summit Private Wealth's annual revenue is $2.2 M.
Summit Private Wealth's SIC: 62
Summit Private Wealth's NAICS: 523; 52.
Summit Private Wealth has 6 employees
