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Summit Pointe Financial Group Logo
Summit Pointe Financial Group CB Rank
2539813
Heat Score
42
Summit Pointe Financial Group is a consulting firm that offers asset management, retirement planning, life, and health insurance services.
Founded
obfuscation
Private Lees Summit, Missouri, United States11-50 www.sptfg.com
Asset Management
Financial Services
Health Care
Health Insurance
Life Insurance
Retirement
Overview

Summit Pointe Financial Group
Heat Score
42

Growth Score
pts
in past quarter
Heat Score 42
-4 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
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About Summit Pointe Financial Group

CB Rank
2539813
Summit Pointe Financial Group is a consulting firm that offers asset management, retirement planning, life, and health insurance services.
Founded
obfuscation
Private Lees Summit, Missouri, United States11-50 www.sptfg.com
Asset Management
Financial Services
Health Care
Health Insurance
Life Insurance
Retirement

Details

Also Known As SPTFG
Operating Status Active
Company Type For Profit
Phone Number +1-816-251-3333
Contact Email chrish@sptfg.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Asset Management
Service that involves managing clients' investment portfolios to meet their financial goals.
Retirement Planning
Consulting service to help clients prepare financially for retirement by creating personalized savings and income strategies.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Board Members and Advisors 1 Contacts 12

Board Members and Advisors

News
Technology
View Tech Report

Monthly Web Visits

121
-37.31%
 in past month

IT Spend

$76.7KThis year, Summit Pointe Financial Group is projected to spend $76.7K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Tesla (TSLA) Logo
Tesla (TSLA)
100
Future of Work Logo
Future of Work
94
Debt Recovery Automation Logo
Debt Recovery Automation
93

Active Website Tech Count

3Summit Pointe Financial Group is actively using 3 technologies for its website, according to BuiltWith. These include CommonCrawl Top 50m and  Time Warner.
Sub-Organizations
Frequently Asked Questions

Where is Summit Pointe Financial Group's headquarters? Summit Pointe Financial Group is located in Lees Summit, Missouri, United States.Who are Summit Pointe Financial Group's competitors? Alternatives and possible competitors to Summit Pointe Financial Group may include Ignite Financial Planning, H Cubed Financial Solutions, and  Creative Capital Wealth Management Group.
Who We Are
What We Do
Helpful Links
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