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Summit Global Investments Logo
Summit Global Investments CB Rank
220182
Heat Score
77
Summit Global Investments is an investment advisor which helps in managing strategies for investors.
Founded
obfuscation
Private Bountiful, Utah, United States11-50 www.sgiam.com/
Advice
Financial Services
Overview

Summit Global Investments
Heat Score
77

Growth Score
pts
in past quarter
Heat Score 77
14 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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+3 more milestones
See more interactive data and historical milestones on desktop for the best experience

About Summit Global Investments

CB Rank
220182
Summit Global Investments is an investment advisor which helps in managing strategies for investors.
Founded
obfuscation
Private Bountiful, Utah, United States11-50 www.sgiam.com/
Advice
Financial Services

Key People

Details

Operating Status Active
Company Type For Profit
Phone Number 888-251-4847
Contact Email sales@sgiam.com
Predictions & Insights

Growth Prediction

See this Growth Prediction
Top Contributing Factors
Key Employee Changes

Products & Services

Wealth Management Services
Provides personalized investment management and financial planning tailored to individual and family financial goals, including risk management and legacy planning.
Institutional Investment Management
Manages investment portfolios and strategies for institutions, endowments, and foundations, focusing on risk-adjusted returns and diversified asset allocation.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
  • Export up to 2k results/month for analysis
  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Employee Profiles 1 Contacts 49

Employee Profiles

News

News and Press

News•May 21, 2026
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News•May 18, 2026
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News•Feb 4, 2026
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News•Aug 5, 2025
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Monthly Web Visits

1,526
25.6%
 in past month

IT Spend

$429.8KThis year, Summit Global Investments is projected to spend $429.8K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Gartner (IT) Logo
Gartner (IT)
73
Research and Development / Test Logo
Research and Development / Test
69
ZDNET Logo
ZDNET
68

Active Website Tech Count

5Summit Global Investments is actively using 5 technologies for its website, according to BuiltWith. These include Apache, CommonCrawl Top 5m, and  American Express.

Total IP

1Summit Global Investments has 1 registered trademark in the 'Insurance; financial affairs' class, according to IPqwery.
Sub-Organizations
Frequently Asked Questions

Where is Summit Global Investments's headquarters? Summit Global Investments is located in Bountiful, Utah, United States.Who are Summit Global Investments's competitors? Alternatives and possible competitors to Summit Global Investments may include BlackRock, Envestnet, and  LPL Financial.
Who We Are
What We Do
Helpful Links
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