Summit Planning Group Overview

  • Founded
  • 1999
Founded
  • Status
  • Acquired/​Merged
  • Latest Deal Type
  • Buyout/​LBO
  • Financing Rounds
  • 1

Summit Planning Group General Information

Description

Provider of financial advisory services. The company's offerings include life goal planning and fee-based advisory services which encompass a face-to-face review process, developing goals, monitoring goals and comparing goals to actual results, enabling clients to make wise and well-informed decisions.

Contact Information

Ownership Status
Acquired/Merged
Financing Status
Private Equity-Backed
Primary Industry
Other Financial Services
Primary Office
  • 3071 Voyager Drive
  • Suite A
  • Green Bay, WI 54311
  • United States
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Summit Planning Group Valuation & Funding

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

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Summit Planning Group Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last Financing Details
Provider of financial advisory services. The company's offerings include life goal planning and fee-based advisory servi
Other Financial Services
Green Bay, WI
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Buffalo, NY
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Atlanta, GA
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Summit Planning Group Competitors (4)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Sanderson Wealth Management Corporation Buffalo, NY 000000000 -
00000000000 000000 Corporate Backed or Acquired Atlanta, GA 000000&0
000 0000000 000000 Corporate Backed or Acquired Miami, FL 000000&0
0000 000000000 000 Private Equity-Backed San Diego, CA 0000000 0000
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