Summit Group Overview
- Year Founded
-
1999
- Status
-
Acquired/Merged
- Employees
-
33
- Latest Deal Type
-
M&A
- Financing Rounds
-
4
Summit Group General Information
Description
Provider of administrative services intended for private trust companies, family offices, and high-value strategic asset management. The company offers various services including trust, tax planning, holding company, foundation management, and offshore, enabling clients to ensure financial and management stability efficiently.
Contact Information
Website
www.summit-group.comCorporate Office
- 6 Place des Eaux-Vives
- 1207 Geneva
- Switzerland
Corporate Office
- 6 Place des Eaux-Vives
- 1207 Geneva
- Switzerland
Summit Group Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
Summit Group Patents
Summit Group Recent Patent Activity
| Publication ID | Patent Title | Status | First Filing Date | Technology (CPC) | Citations |
|---|---|---|---|---|---|
| US-20210323662-A1 | Propulsion system and aircraft with vertical take-off and landing-vtol | Active | 21-Apr-2020 | ||
| US-11472545-B2 | Propulsion system and aircraft with vertical take-off and landing-vtol | Active | 21-Apr-2020 | ||
| US-20210362855-A1 | Aircraft with vertical take-off and landing-vtol | Active | 27-Feb-2020 | ||
| US-12043419-B2 | Aircraft with vertical take-off and landing—vtol | Active | 27-Feb-2020 | B64U10/20 |
Summit Group Executive Team (8)
| Name | Title | Board Seat |
|---|---|---|
| Stella Mitchell-Voisin | Chief Executive Officer | |
| Joanne Morse | Deputy CEO | |
| Sandra Nanni | Chief Financial Officer | |
| Gill Ferguson | Chief Compliance Officer | |
| James Long | Director of Client Services for Cayman Region & Board Member |
Summit Group Board Members (2)
| Name | Representing | Role | Since |
|---|---|---|---|
| Summit Group | Non Executive Chairman | ||
| Summit Group | Director of Client Services for Cayman Region & Board Member |
Summit Group Signals
Growth Rate
Growth
Size Multiple
Key Data Points
Similarweb Unique Visitors
Majestic Referring Domains
Summit Group Former Investors
| Investor Name | Investor Type | Holding | Investor Since | Participating Rounds | Contact Info |
|---|
Summit Group FAQs
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When was Summit Group founded?
Summit Group was founded in 1999.
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Who is the CEO of Summit Group?
Stella Mitchell-Voisin is the CEO of Summit Group.
-
Where is Summit Group headquartered?
Summit Group is headquartered in Geneva, Switzerland.
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What is the size of Summit Group?
Summit Group has 33 total employees.
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What industry is Summit Group in?
Summit Group’s primary industry is Other Financial Services.
-
Is Summit Group a private or public company?
Summit Group is a Private company.
-
What is Summit Group’s current revenue?
The current revenue for Summit Group is .
-
Who are Summit Group’s investors?
Close Brothers Group and Sanlam Kenya have invested in Summit Group.
-
When was Summit Group acquired?
Summit Group was acquired on 17-Nov-2017.
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