Summit Place Financial Advisors

Summit Place Financial Advisors

United States; New Jersey United States; Americas; North America
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Investor info
Type
Registered Investment Advisors
Stage focus
  • Seed Round
Industry focus
Description
Summit Place Financial Advisors is an independent, boutique wealth management firm that provides comprehensive financial planning and investment management services to individuals, families, and foundations.
Previous investments
  • Company
    Amount
    Round
  • Example example company Inc
    1000000
    Investor meetings
  • Company & Company
    11000000
    Series C funding
  • Example
    524000
    Seed round A
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Connected people
Email visible after logging in
  • Example Example
    Example Exampleexample[email protected]
  • Example Exampleexample
    Example Exampleexample
  • Notexample Examplenot
    Notexample Examplenotexample example[email protected]
  • Example Examplenotexample
    Example Examplenotexampleexample example[email protected]
  • Example Example
    Example Exampleexample[email protected]
  • Example Example
    Example Exampleexample[email protected]
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