Summit Wealth Partners

United States; Florida United States; Orlando Florida United States
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Investor info
Type
Registered Investment Advisors
Stage focus
  • Seed Round
Industry focus
Description
Summit Wealth Partners (Summit) is an investment advisory firm based in Orlando, Florida. Established in 1983, Summit's mission is to provide clients with advice, growth and peace of mind for their financial future. The firm is a team of fee-based advisors and are a fiduciary. The assets of the firm are managed and governed by the executive management team.
Relevant 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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Financial Services
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