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Summit Risk Advisors logo — The Apex of Business Solutions

Summit Risk Advisors

The Apex of Business Solutions

Founded 2019 6 employees Debt Financing Total: $100.00M Insurance, Insurtech

General Information

Company Name Summit Risk Advisors
Founded Year 2019
Founders / Decision Makers
Team member
Employees 6
Industries Insurance, Insurtech
Funding Stage Debt Financing
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About Summit Risk Advisors

Summit Risk Advisors is a national insurance organization that operates across several states including California, Connecticut, Florida, Georgia, Louisiana, North Carolina, South Carolina, and Tennessee. Its focus is on providing personal lines, commercial lines, and life and health insurance through a network of independent retail insurance agencies. The company prides itself on offering personalized, local service backed by the expertise of a national organization, ensuring that clients benefit from both regional knowledge and broader industry insights. Founded in 2019, Summit Risk Advisors has received a significant $100.00M debt financing investment, with Colbeck Capital Management being the key investor as of 03 March 2019. The company's strategic vision includes plans to expand its geographical reach by targeting top-tier insurance agencies, while also seeking to bolster its leadership team and regional operations. Operating within the insurance and insurtech sectors, Summit Risk Advisors positions itself as the go-to destination for comprehensive risk and insurance solutions, leveraging its industry-specific expertise and program development capabilities.

Funding Rounds & Investors (1)

View All
Funding Stage Amount Investors Lead Investors Date
Debt Financing •••••• 1
Investor
03 Mar 2019

Summit Risk Advisors Alternatives & Competitors

Summit Risk Advisors vs
Leavitt Group
Leavitt Group United States

With 250+ locations in 27 states, we have professionals close by to help.

1137 employees
Financial Services, Insurance
Summit Risk Advisors vs
Lear & Associates
Lear & Associates United States

Excellence in Insurance Placement

18 employees
Summit Risk Advisors vs
Stuckey & Company
Stuckey & Company United States

National Wholesale Brokers and Program Managers

22 employees
Insurance

FAQ About Summit Risk Advisors

The Apex of Business Solutions
Summit Risk Advisors was founded in 2019.
Summit Risk Advisors operates in the following industries: Insurance, Insurtech.
Summit Risk Advisors has approximately 6 employees.
Summit Risk Advisors has completed 1 funding round, raising a total of $100.00M. The latest funding stage is Debt Financing.
Top alternatives and competitors to Summit Risk Advisors include Leavitt Group, Lear & Associates, Stuckey & Company, Integrated Insurance Advisors, Kinghorn Insurance Agency of Beaufort, LLC.. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Summit Risk Advisors and Leavitt Group are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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