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Summit Trail Advisors logo — Guiding Generational Wealth

Summit Trail Advisors

Guiding Generational Wealth

Founded 2015 United States New York, United States 109 employees Financial Services, Banking

General Information

Company Name Summit Trail Advisors
Founded Year 2015
Location United States New York, United States +9
Employees 109
Industries Financial Services, Banking
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About Summit Trail Advisors

Summit Trail Advisors is a Networked Family Office founded in 2015. The company's slogan, "Success Through Partnership," reflects its commitment to offering an elevated approach to managing significant wealth. With a focus on catering to individuals who have outgrown traditional wealth managers, Summit Trail aims to deliver the outcomes of a more dynamic, connected approach previously only found with individual family offices. As an independent, employee-owned firm, Summit Trail acts as a fiduciary on all aspects of their clients’ financial lives, prioritizing their interests. With billions in client assets under management, Summit Trail possesses the scale to drive pricing power and attract top industry talent while remaining small enough to access boutique solutions. The company fosters a powerful network of clients, business partners, and colleagues to drive better ideas and solutions. Embracing a true partnership culture, Summit Trail promotes collaboration and the creation of unique environments where like-minded, successful families can connect. For more information, refer to Summit Trail Advisors' Privacy Policy at http://summittrail.com/privacy-policy/.

Taxonomy: Wealth Management, Financial Advisory, Private Wealth, Family Office, Fiduciary Services, Investment Solutions, Client Collaboration, Investment Platform, Philanthropic Services, Networked Family Office

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Summit Trail Advisors Alternatives & Competitors

Summit Trail Advisors vs
Private Advisory
Private Advisory United States

Helping people find greater joy through tailored financial guidance that fits their unique goals.

37 employees
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Summit Trail Advisors vs
Operose Advisors
Operose Advisors United States

Operose Advisors is dedicated to growing the wealth, knowledge & professional networks of the client...

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Summit Trail Advisors vs
Tanglewood Legacy Advisors, LLC
Tanglewood Legacy Advisors, LLC United States

“Building and Preserving Legacies for Private Business Owners and Family Stewards”

10 employees
Financial Services, Wealth Management

FAQ About Summit Trail Advisors

Guiding Generational Wealth
Summit Trail Advisors was founded in 2015.
Summit Trail Advisors is headquartered in New York, United States.
Summit Trail Advisors operates in the following industries: Financial Services, Banking.
Summit Trail Advisors has approximately 109 employees.
Top alternatives and competitors to Summit Trail Advisors include Private Advisory, Operose Advisors, Tanglewood Legacy Advisors, LLC, Fiduciary Trust Company, Curated Wealth Partners. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Summit Trail Advisors and Private Advisory 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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