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Summitry Logo
Summitry Growth Score
73
CB Rank
374810
Heat Score
42
Summitry provides financial and wealth management services.
Acquired by
Aspen Standard Wealth Logo
Aspen Standard Wealth
Founded
obfuscation
Private Foster City, California, United States11-50 summitry.com
Finance
Financial Services
Wealth Management
Overview

Summitry
Growth Score
73
Heat Score
42

Growth Score73
-17 pts
in past quarter
Heat Score 42
-36 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 >
See more interactive data and historical milestones on desktop for the best experience

About Summitry

CB Rank
374810
Summitry provides financial and wealth management services.
Acquired by
Aspen Standard Wealth Logo
Aspen Standard Wealth
Founded
obfuscation
Private Foster City, California, United States11-50 summitry.com
Finance
Financial Services
Wealth Management

Key People

  • Photo of Alex Katz
    Alex Katz: Chief Growth Officer
    Past Role: Opes Advisors, inc., Vice President of Business Development

Details

Legal Name Summitry, LLC
Operating Status Active
Company Type For Profit
About the Company
Summitry provides financial and wealth management services.
Phone Number 6502122240
Contact Email hello@summitry.com
Predictions & Insights

Growth Insight

See this Growth Insight
Summitry is
Lorem
 to be growing
Top Contributing Factors
Merger or Acquisition

Growth Prediction

See this Growth Prediction

Products & Services

Personalized Financial Planning
A service that creates customized financial plans tailored to individual client goals, values, and circumstances.
Investment Management
Management of client investment portfolios aligned with personalized financial plans to grow and preserve wealth.

Unlock More with Crunchbase Pro
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  • Preview private company insights and predictions
Financials

Investments

Number of Acquisitions 1

Investment Breakdown

Number of Acquisitions 1

M&A Details

Summitry was acquired by Aspen Standard Wealth on
obfuscation
.
Transaction Name 
Summitry acquired by Aspen Standard Wealth Logo
Summitry acquired by Aspen Standard Wealth
Acquired by 
Aspen Standard Wealth Logo
Aspen Standard Wealth
Announced Date 
obfuscation
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Employee Profiles 1 Contacts 39

Employee Profiles

News

News and Press

News•Mar 12, 2026
obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated
News•Mar 10, 2026
obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated
Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Monthly Web Visits

3,630
-69.59%
 in past month

IT Spend

$425.2KThis year, Summitry is projected to spend $425.2K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
IT Spending Logo
IT Spending
96
3D Printing Logo
3D Printing
92
Social Media Monitoring Logo
Social Media Monitoring
90

Actively Used Products

17Summitry uses 17 technology products and services including HTML5, jQuery, and  HubSpot Marketing Hub, according to G2 Stack.

Active Website Tech Count

37Summitry is actively using 37 technologies for its website, according to BuiltWith. These include HSTS, DNSSEC, and  Google Tag Manager.
Sub-Organizations
Frequently Asked Questions

Where is Summitry's headquarters? Summitry is located in Foster City, California, United States.Who are Summitry's competitors? Alternatives and possible competitors to Summitry may include Mariner Wealth Advisors, EP Wealth Advisors, and  Facet.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
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