SP

Steve Pfundstein

Chief Technology Officer

Summit Financial

Chatham, New Jersey


Contact Information

Email
Unlock
LinkedIn

Company Information

Company
Summit Financial
Industry
financial services
Employees
280.0
Seniority
C suite
Annual Revenue
39900000.0

Technologies

Outlook Google Cloud Hosting Salesforce Datadog Google Tag Manager Nginx reCAPTCHA Mobile Friendly Bootstrap Framework WordPress.org Vimeo Gravity Forms

Keywords

investment advisory financial planning independent advisors client experience holistic planning advisor solutions growth capital strategic partnerships summitvantage technology financial freedom risk management wealth management fiduciary services advisor-driven decisions custom financial plans support resources business consultation client relationships enterprise value compliance support integrated platform succession planning peer collaboration independent wealth management business optimization technology integration fundamental investment strategies insurance brokerage strategic capital access advisor development regulatory compliance investment management custom portfolios financial advisor retention team collaboration breakaway advisors client-focused services advanced technology tools financial insights market evaluations tax planning personalized services private wealth services professional strategy team consultative approach robust investment strategies long-term growth market volatility comprehensive solutions equity ownership financial services financial advising investing

Get Full Contact Details

Subscribe to reveal email addresses and export contacts.

View Plans