Summitry Overview

  • Year Founded
  • 2003

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 50

Employees

  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 2

  • Investments
  • 1

Summitry General Information

Description

Provider of financial advisory services for individuals and families. The company offers personalized financial planning, retirement planning, estate and trust planning, California tax strategies, asset management and customized investment strategies.

Contact Information

Website
www.summitry.com
Formerly Known As
Golub Group, Golub Group Inc
Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Corporate Office
  • 919 Hillsdale Boulevard
  • Suite 150
  • Foster City, CA 94404
  • United States
+1 (650)
Primary Industry
Other Financial Services
Parent Company
Aspen Standard Wealth
Corporate Office
  • 919 Hillsdale Boulevard
  • Suite 150
  • Foster City, CA 94404
  • United States
+1 (650)

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Summitry Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA		 Post-Val Status Debt

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Summitry Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

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Summitry Acquisitions (1)

Summitry’s most recent deal was a Merger/Acquisition with Vantage Wealth. The deal was made on 10-Mar-2026.

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
Vantage Wealth 10-Mar-2026 Merger/Acquisition Asset Management
To view Summitry’s complete acquisitions history, request access »

Summitry Affiliates

Subsidiaries (1)

Name Industry Location Year Founded
Vantage Wealth Pasadena, CA 1993

Summitry FAQs

  • When was Summitry founded?

    Summitry was founded in 2003.

  • Where is Summitry headquartered?

    Summitry is headquartered in Foster City, CA.

  • What is the size of Summitry?

    Summitry has 50 total employees.

  • What industry is Summitry in?

    Summitry’s primary industry is Other Financial Services.

  • Is Summitry a private or public company?

    Summitry is a Private company.

  • What is Summitry’s current revenue?

    The current revenue for Summitry is .

  • When was Summitry acquired?

    Summitry was acquired on 04-Nov-2024.

  • Who acquired Summitry?

    Summitry was acquired by Aspen Standard Wealth.

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